How to Add Tables and Other Elements to a Plan Details Form in OnePlan

Direct Answer: How to Add Tables and Other Elements to a Plan Details Form in OnePlan

To add an element to a Plan Details form in OnePlan, open the Form Editor for the Plan Type, select Content, go to the Elements tab, and choose the element type: Tables, Child Plans, Images, or Text. Select New, complete the Add form for that element type, and select Add. Then drag the element from the Content panel into a section and select Save. Table and Child Plans elements include a Show Totals option for number and currency columns.

What This Article Covers: Elements on a Plan Details Form

This article explains how to create Elements for a Plan Details form, including Tables, Child Plans tables, Images, and Text, and how to place, edit, and remove them. Once created, elements function like fields in the Form Editor.

What you will accomplish By the end of this article, you will be able to create each element type and add it to a Plan Details form.

Before You Begin: Working with Elements

Before you begin, make sure you have:

A OnePlan account with Owner permissions
The Plan Details App installed
A section on the form to hold the element. See How to Add and Arrange Sections on a Plan Details Form in OnePlan.
For a Child Plans element, a Lookup or Multi Lookup field that associates the child plans with the current plan type

Why This Matters: Elements on a Plan Details Form

Context: What Each Element Does

Elements add supporting content to a form:

Tables — Display work items or plans in a table, with the columns, sort, and filter you choose.
Child Plans — Display plans associated through a lookup field.
Images — Display an image from a public URL.
Text — Display text you enter, such as instructions.

Context: Tables and Totals

Table and Child Plans elements, and Multi Lookup fields displayed as tables, share a refreshed design. Each has a Show Totals option for number and currency columns, and format rules work together with totals so key values stand out while summary figures stay in view.

Context: Use a Multi Lookup Field to Associate Plans

To associate plans and divide values such as Budget across them, use a Multi Lookup field with split fields in the form rather than a Child Plans element. If an existing Child Plans element uses a Multi Lookup field with split fields, adding the original field to the Columns displays it as Budget (Split) with the split value. See How to Set Up Split Fields for Plan Detail Forms in OnePlan.

Step-by-Step: Working with Elements in OnePlan

Task: Create an Element

Starting from the Plan Details Form Editor:

Select the Content button, then go to the Elements tab.
Use the drop-down menu to select the element type: Tables, Child Plans, Images, or Text.
Select New to open the Add [Element] form.
Complete the form for the element type:
- Table: Table Name, Work Type to display, Plan Types to pull from, Columns, Show Totals (displays column totals for number or currency fields), Sort, and Filter.
- Child Plans: Table Name, Lookup Field used to associate child plans, Plan Types, Columns, Show Totals (displays column totals for number or currency fields), Sort, and Filter.
- Image: Name, URL (must be publicly accessible), Align, Width, Height.
- Text: Text content and Alignment.
Select Add. The element is now available to drag onto the form from the Content panel.

Task: Add an Element to the Form

Starting from the Plan Details Form Editor:

Select the Content button, then go to the Elements tab.
Select the element type from the drop-down menu, then locate your element.
Drag and drop it into the section and column you want.
Close the Content panel, then select Save.

Task: Edit or Remove an Element

To edit or remove an element already on the form, use the same steps used for fields: select the pencil icon next to the element to edit it, or select the trash can icon to remove it, then select Save. See How to Add and Configure Fields on a Plan Details Form in OnePlan.

Frequently Asked Questions: Elements on a Plan Details Form

Q: How do I show column totals in a table on a Plan Details form in OnePlan? A: In OnePlan, check Show Totals when you create a Table or Child Plans element. Totals display for number and currency columns only.

Q: Should I use a Child Plans element or a Multi Lookup field to associate plans in OnePlan? A: In OnePlan, use a Multi Lookup field with split fields to associate plans and divide values across them. Child Plans elements remain available as form elements, and existing Child Plans elements that use a Multi Lookup field with splits display the original field as a column such as Budget (Split).

Q: Does an image URL need to be public for an Image element in OnePlan? A: Yes. In OnePlan, the URL for an Image element must be publicly accessible.

What to Do Next: Elements on a Plan Details Form

Get started with related tasks: - How to Add and Configure Fields on a Plan Details Form in OnePlan - How to Set Up Split Fields for Plan Detail Forms in OnePlan - How to Add a Dashboard Widgets Section to a Plan Details Form in OnePlan

Learn about related topics: - How do I manage format coloring settings? - How do I configure lookup fields?