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, you will learn how to:
- Navigate to Form sections
- Create new sections
- Assign fields to each section
- Deactivate/Activate sections
- Reorder sections
Navigate to Form sections
Open the menu and click on the search box to start typing 'Forms'. You can also scroll down the menu, click on the desired app to display the options and then click on 'Form Sections'.
Create a new section
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 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 the Field configuration of 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.