Repeatable Sections: Summary Table

Contents

• Repeatable Sections: Summary Table
• About
• Video demo of a Repeatable Section Summary Table
• Add a Column to a Summary Table
• Modify Column Settings
• Remove or Re-Order Columns

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.

Info:The topic How the Summary Table works in the mobile app describes the field user experience in more detail.

Video demo of a Repeatable Section Summary Table

In this video, you’ll learn about how Repeatable Sections and Summary Tables help you to:

• Handle the complexity of work in the field.

• Manage large amounts of data collected in the field.

• Assess the field situation at-a-glance.

The video describes row-level features such as Custom Column Setup, Inline Editing, and how to set them up in the Form Builder The Form Builder is the tool that form designers use to create forms. In the Form Builder, accessed from the ProntoForms Web Portal, form designers can add and edit pages, sections, and questions, as well as attach data destinations and configure the form's settings..

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.

   

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

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

   

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

   • If you want to create a column that displays an answer from the Repeatable Section, select the question from the list.

     Result: The Form Builder adds the column to the Summary Table. Optionally, you can Modify Column Settings to specify display options and make the column editable.

   • If you want to set up a custom column to provide your field users with additional context, select Custom Column Setup (DREL Data Reference Expression Language (DREL) is used to get form data and metadata and add it to a string, such as dates, usernames, or answers to questions in forms.). Go to step 5.

   

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.

   

2. A popover with settings will appear.

   

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.

   

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.

   

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.

   

   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."

   

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:

   

   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.

   

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

   

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.

   

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