Data Tables

Introduction

Data tables let you store reusable structured data for your forms. Think of them as a simple spreadsheet inside the Forms system.

They’re useful when you want to:

power select, radio, or multi-select fields from a central list

reuse the same data across multiple forms

look up table rows and values in calculations, conditions, and workflow logic

keep your form logic cleaner by managing data in one place

How data tables work

Each data table contains:

columns, which define the data you want to store

rows, which hold the actual records

views, which let you filter rows and control which columns are shown

Data tables currently support these column types:

Text

Number

Date

Common use cases

You can use data tables for things like:

product lists

branch or store locations

pricing bands

sales reps or account managers

internal reference codes

approved option lists for advanced forms

How to set one up

Create a new data table.

Add the columns you need.

Add rows manually, or import them from CSV.

Connect the table to a choice-based field in your form, or reference it inside calculations and workflows.

You can also export table data to CSV when needed.

Example

You might create a Products table with columns for:

product name

category

price

You can then use that table to populate a choice field in a form, and use the same table data later in workflow logic or calculations.

Best practice

Use data tables when the same list or lookup data needs to be managed in one place and reused across multiple forms. This makes updates easier and helps keep forms consistent.