Extending Table fields

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

Get started with Extending Tables