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πŸ”§ Adding and setting up a table field in a report

Updated this week

Ready to set up your table field in your report? πŸ› οΈ If you haven't created your report template yet, start here: Create a report template in Kraaft.

➑️ cf. The table field in Kraaft reports to understand what it is and how to fill it in


βž• Adding a table field to a Kraaft report template

  1. In the left-hand menu, click on Reports πŸ“‹

  2. Open the report template you want to edit

  3. In the editor, add a table field

  4. Drag in the fields that will make up your mini-report β€” for example: a Text field for the name, a Date field, a Location, a Signature... You can add any field type available in Kraaft πŸ’‘

  5. Test your table using the test phone that shows a live preview of your report on the right side of the editor πŸ“±


βš™οΈ Configuration rules to know

Once the table field is created, here are the key points to keep in mind:

  • 🏷️ Entry title β€” the first field you drag into the table automatically becomes the title of each entry. If left empty, Kraaft will display "table field name + number" by default

  • πŸ“‚ Sections β€” you can place the table field inside a section, and create sections inside the table (e.g. section > table field > section = βœ…)

  • πŸ”€ Conditions β€” a condition on a field inside the table only applies within the table field, not to the rest of the report πŸ‘€

  • 🚫 No table within a table β€” a table field cannot contain another table field

  • πŸŽ‰ Outside the 300-field limit β€” fields placed inside a table field are not counted toward the 300-field report limit. A real advantage for complex reports!


⚠️ Specific features and points of attention

πŸ” Database (DB)

The entries of each table field are accessible from a mini database πŸ“Š It is not possible to filter from a global view: you need to click on the table in each report to open the DB for that particular report.

βš™οΈ Automations

For now, automations linked to table fields in reports are not yet functional πŸ‘€

🚨 Warning β€” data loss

Moving or removing a field from the table after data has been entered causes permanent data loss. It is therefore essential to carefully plan the table structure before going live!


πŸ”— Go further

πŸ’¬ Need help? Contact our support!

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