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Using List Tables

Using List Tables

Owned by Usman Shahid (Deactivated)
Last updated: Mar 12, 2025 by Rebecca David
4 min read

What are List Tables?

List tables are used to display data in a table format. The table can have as many columns and rows as required. This help page shows how to add these rows in the best way.

An example of these list tables can be found in ITP and LOT forms within the Quality module.

For cases in which bulk rows of information need to be added, users may also choose to ‘Download Template' and insert the data into the Excel format. This page shows below how this works.

Adding Data to the List Table 

Generally, a List Table will have no rows when a form is created. 

  1. To manually populate the list table click Add Row.

  2. A blank row will appear.

  3. Click into each column to input data into the user fields.

  4. Keep adding, inserting before or after, deleting rows until you have finished.

While using List Tables, the following buttons are available (if configured by the project administrator): 

  • Download Template: To IMPORT FROM CLIPBOARD. See instructions below.

  • Insert Before: Insert a row BEFORE the currently selected row

  • Delete: This will DELETE the selected row

  • Insert After: Insert a row AFTER the currently selected row

  • Add Row: Insert a new row AT THE END OF LIST table

You can use the search function in RIB CX to search on user fields located within the List. For a guide to Search on a List (Table), click here.

Import Excel Template

For cases where you have bulk information to be added, download the template.

  1. Click on 'Download Template'.

  1. Open the Excel Template and fill in the column data.  

The headings (Row 1) reflect the headings of your RIB CX form’s list table headings. The headings in both CX and the spreadsheet need to match in order for the upload to be successful.

image-20250312-061943.png

  1. When you are ready to import the Excel spreadsheet, click on Download Template.

  2. Tick or untick the checkbox for overwrite existing data.

  3. Select files or drag and drop the spreadsheet.

  4. The information from the spreadsheet will be populated into the list table on the form.

image-20250312-062359.png

When using the Download Template / Copy and Paste into a List Table, you must consider the field type which you are populating. 

For example, if the user field is a Number field then only numeric data can be entered into that cell.

Another example would be user fields with Options (e.g. Select, Cascading, Radio, Checkbox, etc.). The data in the column should match the available options for this user field type. 

Copy and Paste into a List Table

  1. Click on 'Download Template'.

  1. Open the Excel Template and fill in the column data.  

The headings (Row 1) reflect the headings of your RIB CX form’s list table headings. The headings in both CX and the spreadsheet need to match in order for the upload to be successful.

image-20250312-061943.png

  1. When you are ready, highlight all the columns and rows you want to insert into your list table (excluding the Header Row).

  2. Copy i.e. Ctrl C.

  3. Now click on the header row of the list table in CX.

  4. Paste i.e. Ctrl V.

  5. The data will be pasted into the list table of your form.

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Freeze Header Rows for Lists and Related Summaries

When it comes to header formatting,  header rows for Lists and Related Summaries will be locked/frozen as you scroll the page vertically. This will help you review your forms and information in a much more efficient way - knowing which row are you looking at and which Header does it relate to (even at the bottom of the page)

Horizontal Scrollbar for Forms to the Bottom of the Screen

Horizontal scroll bar for Forms to the bottom of the page so that it is always visible and only appears when required.

It will only move the list section of the form. So now you can navigate large lists in a user friendly manner while keeping all other form data always in view.

Support for Tabbing Between Fields on a Form and List

Keyboard tabbing is available for fields on the form and within lists. By pressing the 'Tab' button on your keyboard, you can work through your form metadata much more efficiently enabling streamlined data input and editing.

This helps with a more intuitive interface and reducing the need for hovering between mouse and keyboard.

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