Form sections is an amazing new feature that will enable you to organize the forms in your apps. As its name implies you will create sections for your forms and then assign fields to each of the sections. The result? Cleaner looking forms that organize your data by section.
In this tutorial, we will cover the following topics:
- Access Level Needed to Create Form Sections
- Navigating to Form Sections
- Creating New Sections
- Assigning Fields to Each Section
- Deactivating/Activating Sections
- Reordering Sections
Access Level Needed to Create Form Sections
This feature is only available for Administrator users. If you would like to add sections to your forms, and you can't see 'App Setup' on the menu, please contact your team's administrator for further information.
Navigating to Form sections
Open the menu and go to 'Settings', then click on 'System Settings' to display the available options. There click 'App Setup' and select the desired app. Make sure you are under 'Form Sections'.
Creating New Sections
Creating a section for your forms works in the exact same way for all your apps. Once you select the app for which you want to create the form sections. There click the 'Add New Form Section' button. You only need to enter the name of your section and click the 'Save' button once you are done.
Assigning Fields to Each Section
The next step to create your form sections is to assign or create fields for each section. To assign an existing field to a new section, first, go to 'Form Fields' in the desired app and then select the field in order to edit it. There you will have the option to select the section in which that field will appear from now on.
As soon as you 'Save' your changes, the field will be moved to the selected section. In order to see all the fields that belong to a section, click on the section name in the top navigation.
You also have the option to create new fields directly in each of the sections. Just click the 'Add Field' button. To learn more about the different field types and how to manage them, please visit this tutorial.
In order to Deactivate a section, it is important that you make sure that it doesn't have any fields assigned to it. If there are fields associated with the section, the 'Activate' and 'Deactivate' buttons will not be enabled. Once the section doesn't have any fields assigned, select it, and click the 'Deactivate' button.
The section will show 'No' in the 'Active' column. In order to see the section in order to 'Activate' it, first, click the 'Show deactivated' checkbox to enable it and then click on the 'Activate' button.
If you want to modify the order of your Form Sections, first you need to click the 'Reorder' button. In this window, you will be able to drag&drop your sections in the desired order as shown in the gif below.
As soon as you save the new order, it will be applied to your forms and visible in the Information card for your records.