Views:
3/3/2023

 
 
 
 
creating and editing a table in Gomanager

This guide is in reference to the new option in the Toolbox in GOmanager – Matrix (dynamic rows). You may find this useful if you are trying to collect line-item budget information from an applicant, or any other list of information that you do not need mapped back to your akoyaGO CRM.

Important Note: the data that goes into each of the fields in this table CANNOT be mapped back to your CRM. You will need to put a separate field (such as a single input) for the information you want mapped.
 

set up the matrix

 

Open GOmanager by navigating to the phase you want to edit, clicking the Form Editor tab, and opening the Application Form Editor.


1. Once in GOmanager, click on Toolbox.
Click on Toolbox

 

 

2. Drag the "Matrix (dynamic rows)" question into your application

 

 

 





Drag the "Matrix (dynamic rows)" question into your application




 

 

 

 

 

3. Click on Properties


Click on Properties
 

 

4. In the "Cell type" field in the properties, you'll notice you have several options. Choose the one that best fits your application.
In the "Cell type" field in the properties, you'll notice you have several options. Choose the one that best fits your application.


5. You have the option to allow the applicant to add or remove rows on the application by utilizing the "Allow add rows" and "Allow remove rows" checkboxes.


You have the option to allow the applicant to add or remove rows on the application by utilizing the "Allow add rows" and "Allow remove rows" checkboxes

 


6. You also have the option to allow your applicant to rearrange the rows in their application if they would like. To allow this, turn on the toggle for "Allow rows drag and drop".


You also have the option to allow your applicant to rearrange the rows in their application if they would like. To allow this, turn on the toggle for  "Allow rows drag and drop"



7. In the "Row count" field, you can set how many rows you'd like in your table
In the "Row count" field, you can set how many rows you'd like in your table

 


8. You have the option to change the text on the buttons for "Add row" and "Remove row" if you'd like:


You have the option to change the text on the buttons for "Add row" and "Remove row" if you'd like:


9. If you want the applicant to get a confirmation before deleting a row, Check Confirm delete checkbox.
If you want the applicant to get a confirmation before deleting a row, Check Confirm delete checkbox

 

 

Adjust the Columns in your Table

 

1. Click on "Columns"


Click on "Columns"


2. There is an "Edit" button next to each column, click on this to modify the column.


There is an "Edit" button next to each column, click on this to modify the column.

 


3. In the "Name" field, fill in what you want the column header to be. When you are done editing that column, click the grey <= button to go back. Then, you can proceed with editing your other columns.


In the "Name" field, fill in what you want the column header to be


4. You also have the option to change the column input type:


You also have the option to change the column input type:

 


5. If you want to hide any columns that do not contain data, check Hide columns if empty.


If you want to hide any columns that do not contain data, Check Hide columns if empty