PlatoForms User Guide
  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

Set Table properties

A Table field has cells in rows and columns. It’s flexible, letting respondents neatly put in, compare, and organize various info. It’s handy for surveys, making selections, and entering lots of details.


Table field is only available in online web forms.

Table showcase

Add field

To add a Table field, in the left Toolbar, click the small ••• icon, and select the Table button.

Add table field

Access field properties

  1. Click the Field Label and ID to open its properties panel.

  2. In the properties panel, configure the field properties.

Configure field Properties

Set Label and Help Text

The Label serves as the title of the table, and the Help Text provides additional information for better understanding.

Label and Help Text

By default, Help Text is positioned below the table, but you can relocate it under the title by selecting Below Label in the Form Design settings.

Help Text position

Set as Required

When checked as “Required”, filling in the table is mandatory. Your options for the “Required” setting are as follows:

  • At least one cell must be completed.
  • At least one cell per row is required.
  • At least one cell per column is required.
  • Each cell needs to be filled in.

Set Table to Required

Configure columns and rows

Upon adding a table, it initiates as a default 4x3 table. However, you can modify its size by adding or deleting rows and columns.

Set columns and rows

Additionally, you can rearrange the order of a specific cell in a row or column through a drag-and-drop action.

Drag and drop column

Customize cells

  • Global Setting: Choose from four types for all cells: Single Choice, Multiple Choices, Dropdown, and Text Input.

    Set field types

  • Individual Setting: To customize individual cells, such as changing a “Single Choice” cell to a “Text Input” cell, click the icon next to the cell and select the desired type as needed.

    Change single cell

Configure Dropdown Options

To configure options for a “Dropdown” cell:

  1. Click Table Details Settings, navigate to the Dropdown Options tab, and then click Add Dropdown Option Group.

    Add Dropdown Option Group

  2. In the newly created group, click Edit to add specific options.

    Add Dropdown Option Group

  3. Go to the Details Settings tab, select the dropdown cell, and assign the desired Dropdown Option Group.

    Select Dropdown Option

Set Group Options

When dealing with a “Single Choice” cell, navigate to the Choice Options tab within Table Settings. Here, you can group options for the entire table, each row, or each column. This configuration ensures that respondents can select only one option for the entire table, each row, or each column.

Set Group Options

Set Text Input Options

For a “Text Input” cell, access the Text Input Options tab in Table Settings. Here, you can specify the Text Input as Text or Number.

Set Text Input Options

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