Adding Tables to Email Notifications

If you’d like to add a table to your email notifications you can do it two different ways, which we outline below.

Here’s an example of a table in an email notification. It can help structure content like labels and fields:

table-in-notification.png

Method #1 - Using the Visual Editor

  1. Go to a blank spot in your email and right-click. You will see a number of options appear.

  2. Select “Table” and then drag across the grid to select the number of columns and rows you want.

  3. In the example above there are two columns and seven rows so that’s what we’ve selected.

right-click-table-columns-rows.png

The table will appear but it will be collapsed, making it a bit hard to see. Click somewhere on the table and start typing to spread out the columns and make it easier to place your cursor.

start-typing.png

Method #2 - HTML Code

Another way to add a table is to use the HTML Code Editor which you can access by clicking on the <> icon in the toolbar.

html-code-editor.png

This will open up a “Source Code” window that reveals all of the HTML Code behind the email. You can then find the place in the code where you want your table and copy/paste the example below into the HTML Code Editor.

<table border="1">
<tbody>
<tr>
<td bgcolor="#D3D3D3">Submitted by</td>
<td>REPLACE WITH FIELD</td>
</tr>
<tr>
<td bgcolor="#D3D3D3">Project Title</td>
<td>REPLACE WITH FIELD</td>
</tr>
<tr>
<td bgcolor="#D3D3D3">Project Type</td>
<td>REPLACE WITH FIELD</td>
</tr>
<tr>
<td bgcolor="#D3D3D3">Facility</td>
<td></td>
</tr>
<tr>
<td bgcolor="#D3D3D3">Amount</td>
<td>REPLACE WITH FIELD</td>
</tr>
<tr>
<td bgcolor="#D3D3D3">Supporting Documents</td>
<td>
<p>REPLACE WITH FIELD</p>
</td>
</tr>
<tr>
<td bgcolor="#D3D3D3">Budget Year</td>
<td>REPLACE WITH FIELD</td>
</tr>
</tbody>
</table>
<p></p>

When you click on “OK to close the HTML Code Editor, you will see a table appear and you can begin editing it.