How do I set up a table input field (including repeating fields)?

Modified on Wed, 9 Apr at 11:55 AM

Learn how to set up a table or repeating fields and how to use the enhanced features.

⭐ The table field offers extended functionalities, such as the option to:

Configure a table with the option to create validations, notifications* and dependencies on column and also on input field level.
Offer the fill-out user to manually add additional rows, if needed or for the setup user to define a fixed amount of rows.
Use the repeating fields functionality inside the table set-up.
Use the option to setup matrix fields as part of the table setup.
Limit the amount of rows / field groups that can be added by the fill-out user.
Add a pre-defined amount of rows

(*not covered in this article, see how to create custom notifications in the trigger events (step 5))

⭐ Please refer to the following article if you would like to have a futher look on the matrix field: How do I set up a matrix table field?

How to configure the table input field?

	Go to the study editing mode and select the 3rd study step: “3. Forms”.
	Select the event type which you would like to add a form to – in this case, we will work with scheduled events. For further information on how to create input forms, please read this article: How do I build an input form?
	Under “New Fields”, select the input field Table Field and drag it to the desired position in the input form.
	Click directly on the dragged input field to open the configuration settings from this input field.
	Similar to other input fields, add a display label for the table input field, based on which a Database and Export label will automatically be created. Optional: Set a description for the entire input field.

What about the "Fill-out settings"?

Optional: Set up a pre-defined amount of rows for your table field and assign pre-defined row names.

⚠️ Be aware that fill-out users will not be able to add additional rows during form fill-out, if this setting is enabled.

Optional: Set a maximum amount of rows, e.g. 10. This setting will limit the user (for example, the investigator) in adding just up to 10 rows in total. If the maximum amount of row is reached, the following text will be shown: "You have reached the maximum number of rows"

Optional: Set a custom description of the button to add more rows – e.g. “add new round”, “add new medication”, "add new concomitant disease" etc.

How to set up the columns and rows?

	Optional: Add a custom naming logic to your rows, e.g. "Medication #". ⭐ Good to know: If you remove the enumeration tag (#), the system will automatically add counting to your rows to make them identifiable in the audit trail.
	Click on "Advanced" to open the column settings and add a column label (Export- and Database label will be set automatically).
	Select the column input field data type, such as numbers, short text or date etc. ❗The Slider field type is only available for the repeating fields view, not for the table view. If you change from repeating fields to table input field view, make sure your selected slider input field is in one of your columns. Remember to change it to another available input field type first.
	Define whether the column is required or optional (the progress of the input field will be calculated accordingly).

⚠️ Be aware that all columns inside the table must have unique display, export and database labels. The same goes for pre-defined row labels, they must be unique as well.

⭐ Adding several columns with a predefined input type at once:

Optional possibility: Set column dependencies

a. Choose the dependency type: Select whether all or only one of the conditions must be met.

b. Choose which other column this column is dependent on.

c. Select a dependency condition.

d. Add the value which the input field value shall be compared to

e. Remember to save the dependency

Add an additional dependency condition if required and repeat steps a. – d. again.

Please refer to the article for further information regarding field dependencies: How do I set up dependencies within an input form? (Step 3)

Optional: Set input field dependencies

Follow the same steps in step 13, with the only difference that you select an input field outside of the table which the entire table will be dependent on.

⭐ Validation set-up in the trigger events (step 5) recommended

It is possible to set up your field validations both in the input form (step 3) and the trigger events (step 5). However, we recommend setting up the validations in step 5 as here you have the possibility to create validations within and/or across input forms.

Display your table as repeating fields

Use the Repeating fields setting in the Table type selection to make a group of questions repeatable and show them as separate input fields instead of a table.

For the setup of repeating fields, follow steps 9 to 15 in this article.

Don't forget to save your table / repeating fields setting afterwards!

⭐ Row deletion during form fill-out

Please note that when a fill-out user (e.g. an investigator) removes a row from the table that they have already inserted data into, the row names will not update, but remain the same to keep all updates made to the table valid and traceable in the audit trail.

For example, if row 3 of 6 is removed, the counting will look like this: Row 1, Row 2, Row 4, Row 5, Row 6.

⭐ Keep the names of your forms, table input fields and workflow steps as short as possible to ensure that sheet names in your Excel exports won't be cut off

To ensure that tab names in Excel exports are not cut off, we recommend bearing in mind the character limit of 25 characters for Excel sheet names. This is relevant for all export types, but especially critical for unconsolidated exports.

✉️ Still have questions? Feel free to contact your Customer Success Manager or email us at support@climedo.de.