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How do I use the Data Grid to build tables in the Template Builder?

This article will summarize how to use the Data Grid component to create flexible, repeating tables that make data entry simple for your field team.

Overview & Explanation

The Data Grid is a powerful layout tool in the Corfix Template Builder that allows you to create "repeating tables." Unlike a standard table with a fixed number of rows, a Data Grid lets the person filling out the form add as many rows as they need.

This is perfect for situations where you don't know exactly how many items will be logged—like a list of materials used, a daily headcount, or a series of equipment checks. By using the Data Grid, you keep your forms clean and organized while giving your team the flexibility to provide as much detail as necessary.

How It Works (Step-by-Step)

  1. Open the Template Builder: Navigate to the Forms tab on your left-hand menu and select Templates. Click Add or edit an existing template.

  2. Locate the Data Grid: In the component menu on the right side of the screen, find the Data Grid under the "Advanced" or "Layout" section.

  3. Drag and Drop: Click and drag the Data Grid into your form area.

  4. Add Your Columns: The Data Grid acts like a container. To create your table columns, drag other components (like Text Fields, Dropdowns, or Numbers) directly into the Data Grid box.

    • Tip: Each component you drop inside will become a column in your table.

  5. Label Your Table: Click the Gear Icon on the Data Grid to give it a label (e.g., "Materials List") so users know what information to enter.

  6. Set Row Limits (Optional): In the settings, you can choose a minimum or maximum number of rows if you want to ensure a certain amount of data is collected.

  7. Save Your Changes: Once your columns are set, click Save at the bottom of the Template Builder.

Use Cases and Benefits

  • Expense Tracking: Create a table where workers can list each individual receipt, including the cost, date, and description.

  • Material Logs: Allow your crew to add a new row for every material type used on-site, ensuring nothing gets missed.

  • Daily Manpower: Instead of a giant list of names, use a Data Grid so supervisors can add rows for each worker or sub-trade present that day.

  • Saves Space: Your form stays short and professional because rows only appear when the user clicks "Add Another."

  • Consistency: Even though the number of rows changes, the information collected in each column remains the same, making your reports much easier to read.