Repeatable Sections: Summary Table

Contents

About

Repeatable Sections allow mobile users to provide multiple entries for the same set of questions -- like line items on an invoice, parts or labor on a work order, or time entries on a timesheet.

Once mobile users have added entries to a Repeatable Section, the entries are summarized in a table view in the main form in the mobile app. This is called the "Summary Table." Every Repeatable Section has one, and its purpose is to give mobile users a summary of the work they have completed.

Read more about how the Summary Table works in the mobile app.

Add a Column to a Summary Table

Prerequisites:

  • A Repeatable Section
  • At least one question in it that is not an Information Label or Resource Image question.

Steps to add a column to the Summary Table

  1. Navigate to the Repeatable Section.

  2. Select Edit Summary Table or Questions.

    Display of a new repeatable section

    Result: The Form Builder displays the Repeatable Section main editing window.

  3. In the Summary Table area at the top, select Add a column.

    "Add a column" in the summary table

  4. Choose the kind of column you want to add:

    Select "Add a column" and then the question name to add the question to the Summary Table.

  5. When you select Custom column (DREL), the Form Builder displays the configuration settings.

    • Enter a name for the Column Header.

    • Enter the Text Displayed in Cell. This can be a DREL expression, static text, or a combination of both.

      Info:The ProntoForms mobile app only accepts certain DREL expressions for custom Summary Table columns. The topic Overview: Repeatable Sections provides a list of supported DREL expressions for Repeatable Sections.

      Note:
      • DREL in a custom column can only reference questions within the same Repeatable Section.

      • DREL in a nested section can only reference questions within that nested section.

      • Fields in a custom column are read-only, and you can’t configure them for inline editing.

    • Set the column display properties.

  6. Select Save.

    Result: The Form Builder adds the custom column to the Summary Table.

Modify Column Settings

  1. Select the pencil icon inside of the desired column.

    You can edit the display settings of a Summary Table column when you select the pencil icon next to the question name.

  2. A popover with settings will appear.

    Edit Table Column page with option to "Allow users to edit answers directly from the summary table" selected

  3. Reference Question:
    The first line shows the text and unique identifier of the question shown in the column. This is not editable. To reference a different question, create a new column.

    "Edit Table Column" menu

  4. Column Header:
    This is the text that will appear as the column header in the mobile app. You can type almost anything; it does not need to match the question text.

    "Edit Table Column" menu

  5. Column display priority:
    Differently sized mobile devices can fit a different number of columns across the screen while maintaining their readability. For example, an iPhone in Portrait mode might be able to fit 4 columns across, while an iPad in Landscape mode might fit 10. For more information on how this looks on mobile devices, please read: Using Repeatable Sections in the mobile app.

    "Priority" declares how important it is that a column is shown in the summary table, no matter the device size.

    "Edit Table Column" menu

    Low Priority columns will be the first columns to stop showing as you switch to a smaller device. High Priority will be the last ones to stop showing on smaller devices. If you have more High Priority columns than can show on the device, then the High Priority columns configured furthest to the right of the table will stop showing.

  6. Minimum Column Width:
    Some columns will contain larger strings of text, like a description. Others, like a Yes or No answer, will be very short. Allot the appropriate amount of space, depending on what kind of answer the column will show.

    Fewer "large" columns can fit on a device screen than "small."

    "Edit Table Column" menu

  7. Column can be expanded to fill empty space:
    If you have 3 columns configured for your table, but the device has room to show 3.5, whichever column has this option checked will get wider to take up that space.

  8. You can let mobile app users edit their answers directly from the Summary Table:

    Edit Table Column page with option to "Allow users to edit answers directly from the summary table" selected

    This saves the mobile app user time because they can change an answer in the Summary Table without opening the whole row:

    This option is available for the following question types:

    • Text Field

    • Single Checkbox

    • Button Group

    • Radio Button, with no more than nine options

    • Multiselect, with no more than nine options

    • Slider

    • Geo Location

Remove or Re-Order Columns

Remove a Column:

  1. Select the pencil icon on the desired column to open the edit window.

    "Edit Table Column" menu

  2. Select Remove Question from Table at the bottom of the pop-up.

    "Edit Table Column" menu

  3. The column will be removed (the question it referenced will still exist in the Repeatable Section).

Re-Order Columns:

  1. Select and hold on the dotted "move" handle in the column header.

    Move columns with the six-dot icon

  2. Drag the column sideways to the appropriate spot in the table.