Add a Repeatable Section to a Form

Contents

About

Repeatable Sections let you to easily build structured, lightweight mobile forms to easily gather information about a variable number of line items for the same set of questions (like parts, labor, or assets).

The Summary Table format allows your mobile forms to look like their familiar paper counterparts and allows for easy review of entered information.

Videos

Review the video below for a demonstration of Repeatable Sections in the Mobile App.

Review the video below for instructions on adding a Repeatable SectionClosed A Repeatable Section is a subform that contains a set of related questions. The data captured is “repeating”, because the field user can complete the same subform more than once, which creates multiple entries. to a form.

Create a Repeatable Section

  1. Go the place in your form where you would like to add a Repeatable Section; this can be after a Regular or Side-by-Side Section on an existing page, or on a brand-new page.

  2. Select the Add a Section button.

    Add a Section to a Form Builder page

  3. Choose Repeatable as the section type.

    The Section Type selection page, seen when you select "ADD A SECTION" in the Form Builder.

  4. Name the section, then select Save.

  5. The Repeatable Section will be created. It will be easily identifiable by the table view.

    Display of a new repeatable section

Tip:When you add a Repeatable Section to your form, the system creates a Regular SectionClosed A Regular Section is a set of related questions grouped together for easy reference. The data captured is “non-repeating”. That is, field users enter a single instance of each answer. inside the Repeatable Section. When you enter the Repeatable Section, you can add more sections, or change existing Regular Sections to Side-by-Side SectionsClosed Side-by-Side Sections display questions and answers in a condensed, two-column layout. This can make it easier and faster for field users to scan, complete, and confirm the answers in a form.. The section type determines the layout when a user opens a row (entry).

Add Questions to a Repeatable Section

  1. Navigate to your Repeatable Section.

  2. Select Edit Summary Table or Questions to launch into your Repeatable Section. You will now be inside your Repeatable Section.

    Display of a new repeatable section

  3. Add a question.

    You have two options when adding a new question:

    • Hover between two questions, and select the plus sign [+].

      The plus icon. Selecting this option allows you to insert a question between two existing questions.

    • Scroll to the bottom of a section and select ADD A QUESTION.

      The Add a Question Button. This button appears the bottom of every section on the Form Builder.

    To move a question, drag it to one of the separators between questions or to an empty section. You can also move a question to another page by dragging it to the Form Index.

  4. Add the question as you normally would. For information on adding questions to a Repeatable Section, please read: Repeatable Sections: Building Repeatable Sections.

  5. As you add questions, the first three will automatically be added as columns in the Summary Table.

    Repeatable Section summary table shows added questions

  6. To add additional questions in the Summary Table, select Add a Column.

    Select "Add a Column" to show available questions

  7. Select Return to Main Form to go back to your main form.

    "Return to Main Form" in the Form Builder sidebar