Tables with Pre-Populated Information

Sometimes, you may want to have a table that has pre-populated information or questions that need to be filled out. In these cases, there are some additional steps that we need to take for proper set up:

First, create a new page to house the base table. For this example, we will call it

Project Team⁠

. On that page, create a table called: “Project Team

This table will list out the questions that you want to have populated in the brief. One question per row. See

Project Team⁠

⁠

Screen Shot 2021-08-27 at 10.53.49 AM.png

⁠

Next, create a table in the template called “Project Owners Base”. Similar to how we created tables in the

Create Template⁠

step, make sure that there is a look-up column on this table for “Project”, and set that column to be filtered by the control:

⁠

Screen Shot 2021-08-27 at 10.55.54 AM.png

⁠

At this point, feel free to hide the table title.

⁠

👉 Next:

Create Automation⁠

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