Table Data Input Field

A Table field lets you add CSV-based tables to documents:

• Import a CSV file

• Edit or fill it by manually

• Use table data in calculations with other fields

• View and download results in both Guardian and Indexer.

1. Add this field to a policy schema

Add a Table-type field to a schema so users can work with it in forms.

Setup:

• Choose Field type: Table.

• Multiple table fields can be added in one document.

• All table fields can participate in calculations (cross-table formulas, sums, links with other fields, etc.).

2. Use the field while filling the form

When added to a schema, the table is shown to a user during data entry.

Available options:

• Import CSV: load a file and preview the first rows/columns.

• Export/Download CSV: download the current state of the table.

• Edit: open the table in a dialog and update cells.

• Create manually: start with an empty table and fill it by hand.

3. Run calculations (inside a table and with other fields)

Use table data in document formulas and logic.

Options:

• Inside a table – row/column calculations (e.g., sums, averages, etc.).

• With other form fields – via:

• AutoCalculate field (automatic calculation)

• Custom Logic Block (custom rules/logic)

4. Save a prefilled table as a Draft

Save an unfinished form with imported/entered table data and return to it later.

5. View and download results in document view

What it does:

• In Guardian, VC document view shows tables and calculated values.

• In Indexer, the same table is available for viewing and downloading.

6. Limits and performance

• If the table size exceeds 10 MB, manual editing in the UI is not available.

• To edit:, download the CSV, update it externally,then re-import.

• Calculations still work above 10 MB, but:

• Performance may be slower

• Preview is limited to the first rows/columns