Extending Table fields - how to create one

Extending Table fields allow you to create a custom table that appears in the Information box on a Contact Profile page.

Steps

  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

Related pages