Work Tables

Work tables are modular components of work items that you can use to create rich and complex test forms, workflows, and checklists.

You can add any number of tables to any work item, and each table can be configured with varying numbers of rows and columns, checkboxes, and text entry.

Add a New Table

First, click ‘Add a Table’ from within a work item.

Define how many rows and columns it should have (you can change this later if needed).

You can use an Excel spreadsheet to configure the table. The only consideration is the number of rows and columns that have data in the spreadsheet must match the table in BlueRithm.

Use the download and upload options for the table as needed.

Shortcodes

You can use shortcodes when using a spreadsheet to configure a table, or from within a table when it is 'Open'. 

Shortcodes are optional snippets of text that will automatically set rows and columns to be checkboxes or text. This saves the step of opening the table and editing the row or column types individually.

Shortcodes can be used to set entire columns when placed in a column header cell, or entire rows when placed in the left-most cell of a row. They can also be used to set individual cells when added to text in cells. 

Available shortcodes

{chk} to set a row or column as checkboxes.

{txt} to set a row or column as text (text is the default cell type when uploading Excel spreadsheets).

{lock}  to prevent people with the roles Guest and Privileged Guest from editing table cells.

{unlock} unlocks locked table cells.

{req-OR-xx} defines cells to be included in a validation rule using an OR operator. xx defines the group of cells for this validation rule. (learn more about validation rules)

{req-AND-xx} defines cells to be included in a validation rule using an AND operator. xx defines the group of cells for this validation rule. 

Example: All cells in these columns will be set as checkboxes when the spreadsheet is uploaded to a table.

Example: Locking or unlocking a column of table cells.

Validation Rules

You can add automation, control, and simplicity for users of your forms using validation rules. Learn more about validation rules.

Formulas in Tables

Formulas can be used in tables. You can use formulas in tables by checking the box labeled “Use Formulas”.

When this is turned on for a table, any formula(s) in an uploaded Excel spreadsheet will be embedded into the live version of the table. The cells that have formulas will be shown with light gray shading.


Formulas Demo

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