Form Sections is an amazing 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.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: Only administrators can use this feature.
In this tutorial, we will cover the following topics:
- Navigate to Form Sections
- Create New Sections
- Assign Fields to Each Section
- Deactivate/Activate Sections
- Reorder Sections
- Form Rules for Form Sections
Navigate to Form Sections
Open the menu and go to 'Admin Settings' to display the available options, then click App Setup to display even more options. Then select your desired app and click on 'Form Sections'. You can also use the search function to get there faster, just start typing 'Form Sections'.
Create 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.
Assign Fields to Each Section
The next step after you create your form sections is to assign or create fields for them. 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 the following tutorials:
In order to Deactivate a section, it is important that you make sure that it doesn't have any fields assigned to it. These fields must be moved to a different section, not deactivated. To move a field, in the field settings click into the 'Section' window select another section to assign in to and click 'Save.'
If there are fields assigned to 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 soon as you save the new order, it will be applied to your forms and visible in the Information card for your records.
Form Rules for Form Sections
You can create a set of rules to show or hide complete sections of any form. There are different use cases for this functionality, in FreeAgent CRM we use form Rules to show or hide form sections for your tasks according to their type. You can do the same for any of your Apps.
You can learn more about Form Rules in the following tutorial
To hide a section you will need to create a Form Rule with the conditions and make sure to set the Value of the Form Action to 'False' for the Form Section type.