How to Use DataTables in TaskPutty

There are two ways to use DataTables on forms

1) Embedded DataTables

Drop the entire table like a mini spreadsheet into the form - for data tables that are specific to each lead/client:

2) "Lookup" or Central Tables

Examples are things like product definitions you want to re-use repeatedly across all leads - which are used to populate drop-down fields on your forms.


Proceed to use it on your forms for lookup drop-down fields: