Table Block

The Table Block Extension by VTExperts, addresses the need for managing structured and repeatable data directly within a single vTiger record . Its core function was to allow to embed configurable, tabular data structures, similar to a mini-spreadsheet, directly within a VTiger record, without creating a separate module and relationships. It allows recording of repetitive data, making it ideal for managing detailed line items, project cost breakdowns, or extensive itemized lists.

Configuration


Creating Fields

First step is to create the BLOCK and FIELDS to be used in the TABLE BLOCK

  • Go to field and Layout
Vtiger_VTExperts_TableBlock_Userguide

Create Block and add fields to be used in it

Vtiger_VTExperts_TableBlock_Userguide

Adding Table Block


Now go to Advance table block configurations and click on Add Table Block

Vtiger_VTExperts_TableBlock_Userguide

Add table block details

Vtiger_VTExperts_TableBlock_Userguide
  1. Module: Select the module in which you are using the TABLE BLOCK
  2. Block: Select the Block
  3. Fields: Add the fields to be appeared in the Table Block
    Note: Do not mention field in which you want to calculate Totals here
  4. Totals: Mention the field TOTALS Field here
  5. Active: Enable or disable the TABLE BLOCK

Save TABLE BLOCK

TABLE BLOCK in record/module


Now the table Block will start appearing in the module and it can be used both in Detailed and Edit view

Vtiger_VTExperts_TableBlock_Userguide

Note: You can Modify and Edit Table Block both in Detailed and Edit view

How it works


User wants to tracking job records right within the Ticket module using a TABLE BLOCK. It saves the complexity of creating a new custom module. In this example, the Job consists of the following fields

Setting up TABLE BLOCK fields

Use the Module Layouts and Fields section to add TABLE BLOCK

Then create the custom fields that will form the columns of TABLE BLOCK. These fields will be shown within the TABLE BLOCK itself.

Configure the TABLE BLOCK for Tickets


Then go to TABLE BLOCK configuration and configure TABLE BLOCK for tickets

+ADD TABLE BLOCK

  1. Select Module > Tickets
  2. Select Block > TABLE BLOCK
  3. Select fields to be displayed in TABLE BLOCK, i.e. Job Type (Which is a picklist), Time worked (time spent on the job), Job description, Date
  4. In this example, the goal is to calculate the total time spent on all jobs linked to a ticket. To do this, configure the Totals option so that it sums up Time Worked > Total.
  5. Set Active to Yes to enable this TABLE BLOCK

Working


Now that the setup is complete, you can start logging jobs directly on any ticket record.

  • Go to the Tickets Module and open a specific ticket (or create a new one). Scroll down to find the new TABLE BLOCK you configured

Add a New Job Entry:

  1. Click on the button or link to add a new record within the table block.
  2. Select the Job Type, for example, Meeting.
  3. Enter the Time Worked, for example, 3 hours.
  4. Add a Job Description, for example, Video Call to discuss requirements.
  5. Select the Date, for example, 11-05-2025.
  6. Save the entry (usually by pressing a checkmark or save icon)

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