In business, keeping track of the status of your projects is one of the critical factors to achieving success. But this can be challenging, especially if you rely on multiple tools. Jotform Tables makes it easy to track your projects. All you have to do is add new columns, share your tables with your employees, and start collaborating.
To create a dropdown list in Jotform Tables…
- Click the Add column heading.
You can also add new columns using the Columns button in the upper right. For more information, check out the “How to Add and Organize Columns in Jotform Tables” guide.
- Select the Single Selection option then click Next.
- Give a name to your column then click Next.
- Enter the dropdown’s options.
- Click the Create Column button when you’re done.
And that’s it!
If you need to edit the options, click the column heading’s down-angle icon, then select Edit column preferences.
Here’s an example use of this feature. Let’s assume you have a request form where the approvers have to process and indicate the requests’ status. The status options can be Pending, In Progress, Declined, Canceled, and Done. You can also add a column for the approver names. The approvers can indicate the requests’ status and their names directly from in Jotform Tables.
The columns can be frozen so they stay fixed on the left when the approvers scroll the table. Now, you just need to share the Table with your approvers so they can start editing it to change the status of each request.
In the grooming appointment form where it says services i would like to make 2 more categories. However the widget choice i'm not able to find, where they can click on the service they want then the amount
How do you go in and edit an existing dropdown list. For instance I set up a Status column and now I want to edit it and add another function. For some reason I can't seem to find a way to see an edit button.
Also this data base management tool is fantastic! When are you going to set up multi factor authentication in JOTFORM? If you did then, there is no need for a separate stand alone integration with any other case management system like Airtable. This would be a game changer, since we would not have to use slow key encryption as a security feature.