FAQ's

How do I use Smart Tables?
Smart tables can be used to filter information when searching or to save a view with specific information displayed that you are needing to refer back to in...
Tue, 30 Sep, 2025 at 9:15 AM
What are Smart Tables?
Smart Tables are Data Tables that are used throughout the Web Portal to show lists of  data or information.  Smart Tables allow you to: Access a lot o...
Tue, 30 Sep, 2025 at 9:19 AM
How do I create a custom view through smart tables?
Creating a custom view can save a lot of time when searching for information. When a view is created it can be saved and shared to users / user groups that ...
Tue, 30 Sep, 2025 at 9:28 AM
I have my View, now what?
Now that you have set up your view as well as being able to refer back to that and save time in future searches you can use the Quicklinks on the right hand...
Tue, 30 Sep, 2025 at 9:30 AM
Exporting information via Smart Tables
Areas of your Formitize account where you can find Smart tables, are able to be exported as CSV file types, which can be opened in spreadsheet software. All...
Tue, 30 Sep, 2025 at 9:32 AM