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Manage tables in templates

Learn how to add, edit, and delete tables in templates via the web app and the mobile app.

This feature is currently in Early Access.

How do tables in inspections work?

Tables in inspections are designed to help teams efficiently collect, display, and manage large volumes of repetitive data in a tabular format. Whether you're recording consistent sets of information across multiple items or meeting strict reporting requirements from third-party clients, tables offer a structured way to capture what matters. The clear, structured format makes it easier to reference previously entered responses, spot patterns and trends, and ensure your data is both complete and easy to interpret.

Supported response types

The following response types are supported in tables:

Add a table

  1. Log in to the web app.

  2. Select Templates iconTemplates  from the menu on the left-hand side.

  3. Click a template and select Edit template in the side panel.

  4. Click Plus iconAdd new at the bottom of a page and select Table view iconTable. Each table will be added as a separate page in the template.

  5. Click Pencil icon on the existing table name and rename it accordingly. Then, press the enter or return key on your keyboard or click anywhere in the Template Editor.

  6. If the table page isn't in the correct order, you can rearrange pages at any time.

  7. Start typing to label the question and click Expand more icon on the right-hand side to select its type of response. Each question in the table is a column header.

  8. Click Plus iconQuestion on the left-hand side to add more columns to the table.

  9. Click Publish on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.

  1. Open the mobile app.

  2. Tap on Inspections icon mobileInspections at the bottom of your screen.

  3. Select the Templates tab at the top of your screen.

  4. Tap a template and select Pencil iconEdit template from the pop-up options.

  5. Tap Table view iconTable at the lower-right corner of your screen. Each table will be added as a separate page in the template. Add a table in a template via the mobile app.

  6. Tap Pencil icon on the existing table name and rename it accordingly. Then, press the enter or return key on your keyboard or click anywhere in the Template Editor.

  7. If the table page isn't in the correct order, you can rearrange pages at any time.

  8. Start typing to label the question and tap Expand more icon below the question label to select its type of response. Each question in the table is a column header.

  9. Tap Plus iconQuestion at the bottom of your screen to add more columns to the table.

  10. Tap Publish on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.

Deleting a table page will also delete the questions in it.

Delete a table

  1. Log in to the web app.

  2. Select Templates iconTemplates from the menu on the left-hand side.

  3. Click a template and select Edit template in the side panel.

  4. Click More vertical icon on the upper-right corner of the table, above the "Type of response" column.

  5. Select Delete table.

  6. Click Publish on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspections at the bottom of your screen.

  3. Select Templates tab at the top of your screen.

  4. Tap a template and select Pencil iconEdit template from the pop-up options.

  5. Tap More vertical icon on the upper-right corner of the table.

  6. Select Delete table. Delete a table from your template via the mobile app.

  7. Tap Publish on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.

Limitations

Frequently asked questions

No, column widths aren't currently adjustable within templates and inspections.

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