Repeatable Sections: Building Repeatable Sections

 

 

Note: This feature is coming soon and is not yet generally available.

 

About 

Repeatable sections allow users to enter a variable number of entries for the same set of questions -- typically used for entering things like parts, labor, or material line items.  

Entered line items are laid out in a summary table view, making it easy for mobile users to review their work.

Repeatable sections are easily configured in the Form Builder. This article will discuss how to add, edit, and delete repeatable sections and associated questions/features in the Version 2 Form Builder. For more information on creating a repeatable section, please watch the video below, or read our documentation.

 

 

[ top ]

 

Create a Repeatable Section

  1.  Go the the place in your form where you would like to add a repeatable section; this can be after a Regular section on an existing page, or on a brand new page. 
  2. Press the Add a Section button. 
  3. Choose Repeatable as the section type. 
  4. Name the section, and optionally customize the unique identifier.  Read more about general section properties here. Then, select save.
  5. The repeatable section will be created. It will be easily identifiable by the table view. 

[ top ]

 

Editing a Repeatable Section's Information

To edit a repeatable section's Information, simply select the 2017-06-27-HamburgerIcon.png menu icon next to the section name and select Edit. Here, you will be able to edit any options selected in the initial creation of the section.

[ top ] 

 

Deleting a Repeatable Section

To delete a repeatable section, select the 2017-06-27-HamburgerIcon.png menu icon next to the section day and select Edit. At the bottom of the settings and options page, select Delete Section.

2017-10-11-Repeatsdelete01.png

[ top ]  

 

Copying a Repeatable Section

Copying a repeatable section can be done directly through the 2017-06-27-HamburgerIcon.png menu icon and selecting Copy Section. This will also copy any conditional logic contained within the repeatable section, but will not copy any conditional logic referring to or originating from outside the section.

[ top ] 

 

Anatomy of a Repeatable Section 

Repeatable sections appear as clean, easily-read and -managed sections on your mobile users' devices. This is an image from the Android client, demonstrating a filled-out repeatable section:

2017-10-16-RepeatsView-Mobile.png

For more information on each of these parts, please read:

[ top ]

 

Create & Manage Questions in a Repeatable Section

Navigate into a Repeatable Section

  1. Find your repeatable section. 
  2. Press the Edit Summary Table or Questions button to launch into your repeatable section. 

  3. You will now be "inside" the repeatable section. 


  4. All sections and questions listed on the right panel are inside of the repeatable section.

 

How to identify that you are in a Repeatable Section

  • The "breadcrumbs" in the title show the name of the main form, then the name of the Repeatable section you are currently in.
  • The form building tab says Repeatable Section Builder.
  • The Return to Main Form button at the top of the left navigation menu.
  • The nested left navigation menu (showing the sections inside of your Repeatable section). 
  • The Summary Table designer at the top of the right panel.

To exit the repeatable section, click on Return to Main Form, or click anywhere outside of the repeatable section in the left navigation. 

[ top ]

 

Add Questions to a Repeatable Section

Creating, editing, and managing questions inside of your repeatable section is done on the right panel.  All of the interactions are identical to adding these items into your main form, except for the following restrictions.

 

Pushing Information to Other Questions

Dropdown and radiobutton questions can populate answers into other questions.  There are some restrictions around this functionality and repeatable sections. 

  • Questions inside of a repeatable section can only push answers into other questions inside of the same Repeatable section (including Repeatable sections nested within the current one).
  • Questions that are outside of the repeatable section, but come before it, can push information into questions that are in Repeatable sections. 

 

Referencing Other Questions

Many types of questions, like Calculations, String Concatenation, or filtering of dropdown questions, use references to previous answers in the form.   There are some restrictions around this functionality and repeatable sections. 

  • A question in a repeatable section can reference back to:
    • Previous questions in the same Repeatable section
    • Previous footer questions in the same Repeatable section
    • Questions one level up (i.e. in the main form) that come before the Repeatable section

[ top ]

 

How Many Questions can I have in a Repeatable Section?

There is no specific limit, but keep in mind that questions in a repeatable section are listed on a single form page.   Too many questions on one page is difficult for a user in the field to handle.  If you have excessive amounts of questions on ANY page in a form, you may begin to run into performance issues on a mobile device.

[ top ]

 

Moving Sections and Questions

Sections and questions that are inside of a repeatable section can only be rearranged within the Repeatable section; they cannot be moved outside of it. 

[ top ]

 

Add a Nested Repeatable Section

Repeatable sections can also have other repeatable sections inside of them.

For example, you could be creating a office building inspection. 

  • One form submission is equivalent to one building
  • Each building can have multiple floors (this is your first Repeatable section)
  • Each floor can have multiple office units (this is a Repeatable section, nested inside of Floors)

To add a repeatable section, simply add a section, and select Repeatable. 

 [ top ]

 

Next Steps

Once you have created the sections and questions you want, here are the next steps you can take.

Read more:

 [ top ]

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments