How To Configure Repeating Sections on a Form

Who is this article for?

  Administrators building forms.

  Report admin permissions are required.

Sometimes you will have a form that needs to repeat sections in order to gather all the required information. Instead of adding the same field over and over you can add a repeating section that the user can add every time they need to fill it in.

For Example: If you are filling in an accident report you may have more than one injured person. A repeating section can be used to capture the injured person details. If you have 5 injured people then the section will repeat 5 times.

This article outlines the steps to create a repeating section and add this to your form.

1. How to Create a Section Template
2. How to Create a Repeating Section
3. Further Reading

1. How to Create a Section Template

1. Go to Administration, then Reporting Admin, then finally Forms.
2. Open the form you need to edit.

Reminder: You can only edit a draft form. If your form is active then you will need to revise it.

3. Open the Section Bank.
4. Click Add New Section Template.
5. Open the Formatting panel.
6. Add the formatting rows and colours you need.
7. Open the Field Bank.
8. Add the fields you required.
9. Select a summary field.

2. How to Create a Repeating Section

All section repeaters must be linked to a section template. If you have not created your section template then please follow the above steps.

To create a repeating section:

1. Open the Field Bank.
2. Click Add New Field.
3. From the Field Type drop-down list, select Section Repeater.
4. Add a field label.
5. Select the section template that should be used.
6. Click the Add   button. 
7. Drag the new section repeater field onto your form.
8. The section will be added as a single repeating section field.

3. Further Reading

• How to Create a New Reporting Form
• How to Configure Form Rules
• Getting Started with Form Automation