Page tree
Skip to end of metadata
Go to start of metadata

A table element is used to display information pulled from AroFlo in a table format on a layout. There are a range of pre-defined tables available for each type of layout. Once a table has been added to the layout, you can easily modify its properties to show the level of detail that you require.

Add a new table to a layout

Once you've customised a standard layout, you can add in any number of tables that you require.

  1. Preview the Custom Layout.
  2. Click Customise.
  3. Click Tables (last button).
  4. Use the search box at the top or scroll through the list to find the table you need.
  5. Click on the table name to add it to the layout. The table element will appear at the top of your layout. Click and drag it into the correct position.

Edit table properties

The table properties allow you to modify the table format and behaviour.

  1. Click on a table within the layout preview to activate the Properties box (see below).
  2. You can edit any of the default settings for the selected table. Some common modifications include:
    1. Unlocking the element to allow the table to dynamically move when the layout is previewed (prevents overlapping of text).
    2. Adjusting the Table Width to the desired size (640px is the width of the layout page).
    3. Removing the table border by changing the Border Style to 'None'.
    4. Adding or removing columns as needed (see steps below).

Add or remove columns

You can easily modify the level of detail shown within a table by adding or removing columns from the table.

To add a column to the table:

  1. In Properties, under Add Columns, use the dropdown to select the column that you would like to add to the table.
  2. Click Add Column.
  3. Repeat for each new column required.
  4. (Optional) Reorder the columns by dragging them up or down  in the Edit Columns list.


To remove a column from the table:

  1. Under Edit Columns, you can see a list of the columns that exist in the layout.
  2. Click X to remove a column. 

Edit column properties

If you add or remove columns, you will need to edit the column properties to ensure each column fits nicely within the table width. You can also change the font type, colour and alignment to suit existing data elements on the layout.

  1. In Properties, under Edit Columns, click (column icon) to access the column properties.
  2. Edit the default column settings as required. See tips below.

  3. In the Toolbox, click Save/Remove, then click Save.
  4. Click Save.
  5. To preview the layout, click Preview/Customise, then Preview.

100% Browser Zoom

If you have lowered your browser zoom setting on your device, it may affect your layout when viewing and printing.

Add Blank Column

Adding a blank column is useful if you want to add some spacing either at the start or ends of columns, or in between.

Sub Tables

If you're using linked task items and are using a sub table, this feature is helpful in adding an indent for your sub tables.

  1. Click the More option  (three dots icon) next to Add Column and select Blank
  2. A [Text] column will be added to the end of the column list. Drag it into your preferred position (e.g. at the start of the list if you want the column indented)
  3. (Optional) to increase the amount of space, go into the column properties  (column icon) and increase the column width.

Tips for adjusting columns

Start at the last column, working right to left, adjust the width and height for each column:

  • Set the largest column width to Auto (e.g: Item, description)
  • Set the column height to Auto
  • Right align cost value columns (e.g: Charge Rate, Line Totals)
  • Centre align the Quantity column
  • Left align item/description and work type/ref code columns

Suggested column widths and alignment for commonly used tables:

Table NameColumn: Item or Note
Column: Work Type or Order Code Column: Quantity Column: Charge Rate Column: Line Total
LabourAuto (left align)100 (left align)80 (centre)100 (Right align)100 (Right align)
MaterialAuto (left align)100 (left align)80 (centre)100 (Right align)100 (Right align)
Other/SundriesAuto (left align)100 (left align)80 (centre)100 (Right align)100 (Right align)

Sub Tables

If you've linked task items on your invoice and want these to be visible on your layout, there are four tables to choose from which allow for this: 

Type of tableWhat it displays

Material

Material line items from the Invoice worksheet.

Labour

Labour line items from the Invoice worksheet.

Other

Expense line items from the Invoice worksheet.
Invoice LinesAll three types of line items from the Invoice worksheet.
  1. Add your preferred type of table from the four above, using the instructions found in Add a new table to a layout
  2. Tick the Show Sub Table tickbox
  3. Check the Sub Table columns that you want to display and add or remove as necessary. This is done in the same way as Add or remove columns, above.

  4. Lastly, edit the Sub Table column properties. See Edit column properties, above.

Indenting a sub table

If you want to indent the sub table, add a blank column to add some space. See Add Blank Column, above.

Table style Invoice Lines with Task Items (child indent) default Sub Table columns