Overview: 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.  For example, a work order may collect several pieces of information, such as part number, quantity, and price, and allow users to collect that information for multiple parts. 

When building forms, Repeatable Sections let you build a single copy of these questions, and then specify how many times they can be re-used.   This reduces the need for multiple pages in a form, and makes entering information much faster.

In the mobile app, entered line items are laid out in a summary table view, making it easy for mobile users to review their work, and providing a form layout that looks more similar to the paper or Excel forms your mobile users may be familiar with.   

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Demo Video

 

 

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 In the Mobile App

Summary Table

Repeatable sections are easily identified in the mobile app by the summary table format.  The summary table displays all of the entries that have been created in the repeatable section. You have full control over which columns appear. 

 

Adding Entries

1. Tap on the Add Entry button.


2. This will bring up a new screen with all the questions in the repeatable section.  There is no limit on the allowed number of questions.  When you have answered all the required questions, tap Done on the top right. 

 3. This will take you back to the summary table view.  The item will be added to the table. The "Footer" can automatically aggregate any numeric question, making calculations easy. 

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Supported Features

The following tables explain which features are supported for forms with Repeatable Sections.  Generally, everything is supported for non-repeat data; there are currently some limitations on how you can use data that is contained within repeatable sections. 

 

Question & Data Types

All question and data types can be included in a repeatable section.  There are some limitations on what can be included in the summary table or footer. 

 

Dispatching

Bulk Dispatching  
Regular Sections
Repeatable Sections
Nested Repeatable Sections  
Portal UI Dispatching  
Regular Sections
Repeatable Sections (coming soon)
Nested Repeatable Sections  
 API Dispatching  
Regular Sections
Repeatable Sections
Nested Repeatable Sections
Dispatch Destination  
Regular Sections
Repeatable Sections (automatic mapping only)
Nested Repeatable Sections (automatic mapping only)

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Data Exports from the Web Portal

Multi-Form Data Tab - Manual & Scheduled CSV Export 
Regular Sections
Repeatable Sections  
Form-Specific Data Tab - Manual & Scheduled CSV Export 
Regular Sections
Repeatable Sections
Nested Repeatable Sections

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Data Destinations

Email Destination  
Sending any document type (V2 Documents only)
Embedding a standard document in the email body (coming soon)
Destinations sending PDF, Word, HTML only 
Regular Sections (V2 Documents only)
Repeatable Sections (V2 Documents only)
Destinations sending JSON, XML, CSV only
Regular Sections ✔ (V2 Documents only)*
Repeatable Sections  (V2 Documents only)*
 * Upgrading to V2 or adding Repeatable Sections to a form will impact any integrations due to a different data structure. 
Google Sheets  
Regular Sections
Repeatable Sections *
Nested Repeatable Sections ✔*
* Adding Repeatable Sections to a form will impact the data structure. 
HTTP POST/PUT  
Regular Sections  ✔
Repeatable Sections * Sending V2 documents is supported
Salesforce (Any)    
Regular Sections
Repeatable Sections

* Sending V2 documents is supported

Quickbooks Online  
Regular Sections
Repeatable Sections  
Sharepoint Custom List   
Regular Sections
Repeatable Sections * Sending V2 documents is supported
SMS, Twitter, Zendesk     
Regular Sections
Repeatable Sections  

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