How to Create a Table or Section on a Form in Assurance

Registers and Forms are able to support Tables and Sections. Tables can also support basic or more advanced formulas.  

Tables

To add a table to your Register/Form, first select what questions you want included in the table, by ticking the check box next to each question.

After you've selected what questions are to be in the table a Create Table button will appear at the top of the screen.

Once you click the Create Table button a window will appear for table set up.

Enter the table name, and if needed give some instructions to the users who will be filling the table out. Next choose a layout, and a summary to be given if the table uses numeric values.

Click 'Create' once you have completed your table customisation.

You can 'Preview' how your table will look like to users completing it, by selecting the Preview button on the right-hand side.

If you want to Un-group the table, select the very top check-box (next to the Title) and an 'Un-group Table' button will appear to select. Select this button to un-group the table.

This action will allow you to Delete the Table Title if required. 

To delete, select the original Table Title check-box and then the red Delete button. 

Sections

Creating a section is the same process as creating a Table, except you will use the 'Create Section' button that is next to the 'Create Table' button, once you have selected the check-boxes next to the fields you want to group into a section. 

'Sections' allow you to be very specific about the purpose of a section. For example, this section will be titled, 'Treatment and Medical Observation' to group "like" fields. Select Create once you have added a Name for the section and optional Instructions.