A Matrix field lets you calculate a risk rating from two inputs, usually Severity and Probability, and display the result automatically. It's commonly used to build a Risk Assessment Matrix inside a form template, so a worker selects two values and the form returns a rating like Low, Medium, or High.
A Matrix field always lives inside a Table field. You'll create the table first, then convert one of its columns into a Matrix.
Step 1: Create the Table
A Matrix field can't be added on its own. It's built by converting a column inside a table, so start by creating that table.
- Click New Group. A field must belong to a group, so this step comes before you can add any field.
- Click New Field +.
- Select the Specialty tab.
- Select Table.
- Enter a name for the table.
- Select the Table tab.
- Add your column types. At this stage you're only choosing the type for each column, not naming them yet. Naming happens after the table is created.
Step 2: Convert a Column into a Matrix
- Once the table is created, click the Pencil icon next to the column you want to turn into a Matrix.
- Rename the field. For a risk matrix, something like Risk Matrix works well.
- Select the Matrix tab.
Step 3: Set Up Matrix Results
Under Matrix Results, define each possible outcome the matrix can produce. For a risk matrix, this is usually Low, Medium, and High, but you can add as many results as your matrix needs.
Result Name
The label shown when this result is triggered, for example Low, Medium, or High.
Use it when: defining each possible outcome of the matrix.
Description
Optional guidance shown alongside the result to explain what it means or what action it requires.
Use it when: you want to guide the worker's next action, for example "Low: work may continue," "Medium: consult your supervisor," "High: cease work."
Color
The color the result displays in, entered as an HTML hex code.
Use it when: matching standard risk colors, for example green 008000 for Low, yellow FFFF00 for Medium, red FF0000 for High.
Note: You aren't limited to three results. Add as many rows under Matrix Results as your risk model requires.
Step 4: Set Columns and Rows
A matrix works by plotting one input against another. For a risk matrix, that means Probability across the columns and Severity down the rows. The image below shows a typical reference matrix.
- Under Columns, enter Probability. Under Rows, enter Severity.
- For every cell in the grid, set the dropdown to the matching result (High, Medium, or Low) based on your reference matrix.
- Click Done.
What Happens Next
Once the matrix is saved, the field appears in the live form. When a worker selects a Severity and a Probability value, the form automatically displays the matching result, its color, and its description. No calculation is needed from the worker, they just make the two selections.
Frequently Asked Questions
Can I build a Matrix field without creating a table first?
No. A Matrix field is a converted column inside a Table field, so the table has to exist first.
Do I have to use exactly three results (Low, Medium, High)?
No. Add as many results as your risk model calls for. Three is common, but not required.
Why do I need a hex code for the Color field?
The Color field only accepts HTML hex codes. Common choices are green (008000) for Low, yellow (FFFF00) for Medium, and red (FF0000) for High, but any valid hex code works.
I don't see the option to edit form templates. What's wrong?
Form building requires Full Access permissions with the admin toggle enabled on your profile. Confirm both with your account admin if you're missing this option.