Admin users can bundle elements into groups. Groups allow for dynamic forms where groups of elements may need to be duplicated.
Add a group
1. Select ‘Add Group’ and the following dialog is displayed:
2. Complete the following details:
- Label – Name of the group, this will be displayed within forms when created
- Min Num – The minimum number of group elements that must be displayed i.e. 1 contact
- Max Num – The maximum number of group elements that can be added by the end user. i.e. the max number of contacts that can be added
- Disable Adding/Deleting groups when Form has this status (comma separate if more than one status required) - This is used in workflow scenarios where you may want a user to be able to edit the form but not edit the grid. Display settings will allow you to stop them editing existing content in the grid and this field allows you to turn off the add/clone button for defined form statuses
- Layout - Group elements can be toggled between 'Standard' or 'Grid' option. The grid layout enables tabbing across cells for quick data entry
- Hide Group Title - configuration to hide the title of the group on the form
- Hide Repeated Labels – Only display the above label once i.e. no repetition of 'name', 'email', 'cell' as more managers are added
- Hide Grid Header - - configuration to hide the title of the group on the form
- Add Button Label – The label on the button to add another group e.g. 'add another manager'
3. Complete the Display Settings tab
Click here for more info on Display Settings
4. Complete the Group Totals tab
A grid is a different way of formatting our standard group elements in a form- it reduces the amount of space around and between elements. The number of elements that can be added to standard layout groups are limited by the percentage widths but grids can be much wider than this as there is no limit on the number elements that can be added. There are also some additional formatting features available
The benefits of a grid are:
• Grids can be as wide as needed – a side scroller
• Control exact width of elements in a row as it uses pixel widths
• Rows in grids can be cloned by end users
• Quickly use tab button to move through inputs
How to use it:
In the settings for a group, change the 'layout' type to 'Grid'
When adding elements to the grid, set the width as ‘Specified-Grid item’ and another input field will appear where you can specify a pixel width for that element
A standard list of background colours/styles can be applied to cells which translate into colour coded columns in larger grids
Edit a Group
Click on the Edit icon to edit an existing group.
Delete a Group
Click on the Delete icon to delete a group
Group within a Group
This is the ability to create a new group of elements within a group.
Use case: You want to add a set of items/jobs to a form using a group, but for each of those item/jobs some details may need to be added in its own group as they need to be able to add multiple line items.
In the example below, “Phase 1 Activities” and “Phase 1 OOPs” are both groups within the “Phase 1 Deliverables and Activities” group
This is how the form would appear on the front end: