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

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Get started with Extending Tables

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Go to the Create/Edit Contact Form page

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Select Create New Field

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A popup launches

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Select Extendable Table

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Give the Extendable Table a name

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Provide a name for each column

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Provide a name for each added column

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Select an Owner Type for the field

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Press Save

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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

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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.

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

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  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

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View an Extending Table on an event page in the Guests table

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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

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  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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