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

https://www.loom.com/share/f2f019c505524bd8a55389275eb60bba

Getting 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

1. Go to the Create/Edit Contact Form page

2. Select Create New Field

3. A popup launches

   

4. Select Extendable Table

5. Give the Extendable Table a name

   

6. Provide a name for each column

7. Press Add Another Column as necessary

8. Provide a name for each added column

9. Select an Owner Type for the field

10. Press Save

11. 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

12. Press Save to save these changes to the Contact Form

Populate an Extending Table while creating or editing a Contact record

1. Go to the Create a Contact page or the Edit Contact page

2. 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.

   

3. Populate the table and press Add Another to add another row to the table

   

4. 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

1. Go to the Create/Edit Event Category page

2. In the Guest Background Information section, set the setting to Yes to display the Guest Background Information table

   

3. Search for the Extending Table field by name and select it by ticking it

4. 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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