The Formstack for Salesforce application allows users an unprecedented opportunity to collect data through different use cases. Many use cases require child objects to create multiple records through one user submission. Some of these use cases are...
- Creating an RMA form that allows users to return multiple products
- Allow parents to sign up multiple children for camp activities
- Have a business apply for multiple grants or loans at once
- Manage multiple contacts for e-marketing campaign efforts
...and many more. Creating forms that allow you the flexibility to collect this kind of information is as simple as checking a box.
How to Enable
When creating a form from the Formstack dashboard child objects may be marked as 'Repeatable' by checking the option next to the object. Note that relationship to the form's primary object is important on whether or not a child object may be marked as repeatable.
Existing forms may also enable repeatable objects when editing the form.
- Click the Form Settings button
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Add a new child object and check the 'repeatable' checkbox
- You may also check the box on an existing object
- Acknowledge the required fields message
- Close the form settings window
Adding Fields to Repeatable Sections
All data for repeatable objects are contained within a repeatable section on the form. Fields from the repeatable object can be dragged within the repeatable section. Repeatable sections and the fields within may also be governed by the Formstack rules engine just like any other field.
Note: Only fields from the repeatable object may be stored within a repeatable section. Also at this time, repeatable fields may not be used in payment configurations.
User Experience
After publishing your form your end users will be able to add or remove items to a repeatable section by clicking on the links at the bottom of each section.
Repeatable sections also work with our dynamic prefill functionality so a user could update existing records as well as add new records directly into Salesforce.