Data tables
How it works
A data table keeps a list in one place, so several forms can use it and you only update it once. Use one when you want to:
- Fill select, radio or multiple choice fields from a central list
- Reuse the same data across forms
- Look up rows and values in calculations, conditions and workflow logic
- Keep form logic simpler by managing data in one place
Common examples include:
| Table | What it's for |
|---|---|
| Sales territories | Postcodes to reps, so new applicants land with the right agent. |
| Approved tax numbers | Check a buyer's VAT number during registration. |
| Stockists | Your retailers, for a store finder or approval checks. |
Others include product lists, branch or store locations, pricing bands, internal reference codes, and approved option lists for advanced forms.
Create a data table
- In the SparkLayer Dashboard, go to Forms,Data tables (opens in your SparkLayer Dashboard in a new tab) and click Create table.
- Name the table, then add the columns you need, choosing Text, Number or Date for each.
- Add rows by hand, or import them from a CSV file.
You can export the table's rows to CSV at any time.
Once your table is ready, use it in a form.
Use a data table in a form
As options for a choice field
Fill a select, radio or multiple choice field from the table, instead of typing the options:
- Select the field and open Options.
- Switch to Data source and click Select data source....
- In the reference picker, open Data Tables and select your table.
- Choose the column to show as the Option label field.
See Use references as options.
As lookup data
In a workflow calculation, condition or other step, reference the table. Then filter it to the rows you need, for example the row for the customer's country.
Example: a products table
A form asks customers which products they want samples of. Instead of typing the product list into the field, keep it in a data table:
- Create a Products data table with columns for product name, SKU, category and price.
- Add a row for each product, or import them from a CSV file.
- On the form, add a Multiple choice field and set its options to the Products table, with the product name as the Option label field.
When your range changes, update the table once, and every form that uses it shows the new list. You can use the same rows later in workflow logic or calculations.
Next steps
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