Using Equipment Tables

📊 Form Table Columns & Mapping to Equipment

📘 Overview

Ontraccr allows you to include equipment tables inside forms. These tables pull live data from the Equipment Page and let users select one or more items while tracking key metrics like costs, hours, and location. This enables dynamic workflows like cost tracking, resource movement, and automated updates.

This article explains how equipment tables work, how to configure them, and what data is available.

📋 What Is an Equipment Table?

An Equipment Table is a form field type that displays a tabular interface allowing users to:

Select equipment items
View predefined columns for cost, billing, and usage
Log movement of equipment between locations or projects
Trigger downstream workflow steps

⚙️ How to Add an Equipment Table to a Form

Go to the Form Builder
Add a new field with type: Table
In the configuration:
- Set the data source to Equipment
- Optionally filter by equipment type (e.g., Excavators only)
Configure columns to display data from the Equipment database

📊 Available Table Columns

When the table is linked to equipment, the following fields can be shown:

Column	Description
Name	Equipment name
ID	Equipment ID (if configured)
Hours	Number of usage hours (if tracked)
Hourly Cost	Internal operating cost/hour
Hourly Billing Rate	External billing rate/hour
Daily Cost	Internal operating cost/day
Daily Billing Rate	External billing rate/day
Total Hourly Cost	Auto-calculated total based on hours × rate
Total Hourly Billing	Auto-calculated for billing purposes
Date Added to Table	When this item was added to the table
Date Updated	Last modified timestamp
Location / To Location	Current or destination location/project

🧠 Only fields stored in the equipment database can be pulled into the table.

🧭 Using Equipment Type Filters

When adding the table:

You can filter it to only show equipment of certain types
Example: A “Heavy Equipment” form might only display Bulldozers, Excavators, etc.

🔀 Movement Tracking with Location Columns

The table supports:

Location (current)
To Location (destination)

This enables workflows that move equipment between sites using automation blocks (covered next article).

🧠 Use Case Example

Scenario: A project manager needs to assign and relocate equipment during job setup.

They open a form with an Equipment Table
They select 3 items from the Pickup type
The table auto-fills their cost and billing rates
They use the To Location column to indicate “Warehouse 2”
The form submission triggers updates to each equipment profile