What is a dynamic table?
A dynamic table will get populated with data from your automation and automatically adjust the number of rows in order to fit the data. This feature is especially meaningful when dealing with sales contracts that often include a variable amount of products.
Dynamic tables are often used to render data from CRM systems and used for automations in general. They are not used on their own in Contractbook main app Editor. The purpose of this feature is to allow you a readable by Zapier and our in-app automation builder table format which can be used for auto-populating data in your automation setups.
This means that the dynamic table is non-interactable for manual use but it does assure you have the needed data to auto-populate from any Contractbook template throughout your automation workflows:
How do I add a dynamic table to my templates?
You can add a dynamic table only to a Contractbook template, which you are planning on using as a base for your automation workflows.
Click on the small plus icon located in the action bar of the main app Editor to expand the option of inserting a new dynamic table in the body text of your template (this is the last option in the drop-down list):
A new pop-up window will allow you to assign a name to your new dynamic table. The name will be later on used to identify this dynamic table when setting up your automation, therefore it is most helpful to choose a unique name for it:
Once the dynamic table is inserted in the body text, it will become a static entity and will look like the below example. Dynamic tables will not be interactable for manual use within your template, unlike the rest of the modules you can insert from the Editor:
How do I use a dynamic table?
After you have created the dynamic table/s needed within your templates, you can proceed with setting up the automatic workflows which will allow you to pull data from them. You can use dynamic tables both in our in-app automation builder and in any integration configured via Zapier. Both options will allow you the same full functionality.
In the above video example, we used a dynamic table called "Services" which will then be the base of a HubSpot automation configuration. Once the template which includes the dynamic table is identified in the trigger event of the setup, the dynamic table will be populated in a separate tab in the following triggered by the event automation action.
From here you can choose to amend any changes to the dynamic table fields in regards to the automation configuration (in our example, create a draft once a HubSpot stage is updated):
From this automation step, you can manipulate which data from HubSpot you can pull into which field of your dynamic table. Furthermore, you can add columns, rename, delete, and auto-populate them with the relevant HubSpot variables (in the automation type we are showcasing).
If you want to learn more about the setup of an automatic draft creation and deal update in HubSpot, which you can achieve in the main app automation builder, click here for guided assistance.
Using numbers formatting in dynamic tables
When working with dynamic tables in your automation configurations, you can also choose the expected numbers formatting for all numbered types of table variables.
The Tables tab in your automation configurations allows you to select the desired number format per column.
When configuring a dynamic table field of type number, you will have an additional toggle enabling the formatting options.
Just click on the small arrow icon located to the right side of the column in the dynamic table to which you want to apply the formatting and change the toggle of the numbers formatting option from the drop-down list from off to on:
Once the toggle is on, it will reveal a section called “Format” with a drop-down list of options allowing you to choose the separator for thousands and a toggle permitting to add a fractional part of the number:
After you are ready with the formatting set up and all other steps of your automation configuration, proceed by saving and publishing the automation.
You can now test the automation workflow and check how the selected numbers formatting will be applied to the dynamic tables generated from the template used in the trigger event. You can always go back and adjust the formatting from the automation setup if needed.
This additional customization of your dynamic tables allows you always correctly formatted numbers in the document content, which meets the expectations and avoids misunderstandings of important data input.
What happens if I insert multiple dynamic tables within the same template?
You will be able to identify separate dynamic tables both in Contractbook automation builder and Zapier, since they will always be detected as separate entities. This allows you to work with the data in each table separately and choose which one should be populated with which data:
The same applies to multiple tables in case you use Zapier for the automation configuration. In such cases, all dynamic tables will be identified separately as well, as shown in the example below:
If you still need additional information or assistance, reach out to us at any time via our Online Support Chat or by sending us an email.