Extending Table fields allow you to create a custom table that appears in the Information box on a Contact Profile page.
How it works
You design the table on the Create/Edit Contact Form page and that’s where you decide on how many columns there are and what the column titles will be called.
When you are on the Create/Edit Contact record page, you can then add an unlimited number of rows to the table for that individual Contact.
Example scenario
Extending Tables are typically used to capture things like risk assessments and medication requirements which need to be in a standard format but for which there could be multiple rows for each Contact.
Watch the walkthrough
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Get started with Extending Tables
Design an Extending Table
Populate an Extending Table while creating or editing a Contact record
View an Extending Table on the Contact Profile page
View an Extending Table on an event page in the Guests table
Design an Extending Table
Go to the Create/Edit Contact Form page
Select Create New Field
A popup launches
Select Extendable Table
Give the Extendable Table a name
Provide a name for each column
Press Add Another Column as necessary
Provide a name for each added column
Select an Owner Type for the field
Press Save
The popup closes and you are back on the Create/Edit Contact Form page. The new field will be at the bottom of the fields in the right column
Press Save to save these changes to the Contact Form
Populate an Extending Table while creating or editing a Contact record
Go to the Create a Contact page or the Edit Contact page
If the Contact Form being used for that contact record contains an Extending Table, you will see the Extending Table shown, e.g. the Medicine Required table shown below.
Populate the table and press Add Another to add another row to the table
Press Save to save the contact
View an Extending Table on the Contact Profile page
Go the Contact Profile page
The Extending Table will be displayed in the Information Box at the top of the left column of the page
View an Extending Table on an event page in the Guests table
To view an Extending Table on an event page in the Guests table you have to first add the Extending Table to the Guest Background Information custom table for an Event Category.
Once that is done, the Extending Table will appear within the Guest Information table on the Event page of every event created using that Event Category.
Part 1: Add the Extending Table to the Event Category
Go to the Create/Edit Event Category page
In the Guest Background Information section, set the setting to Yes to display the Guest Background Information table
Search for the Extending Table field by name and select it by ticking it
Press Save Changes at the bottom of the page
Part 2: View the Extending Table on the Event page
The Extending Table will appear within the Guest Information box and will be populated for each guest (Contact) that has that Extending Table populated on their Contact record
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