One common element we have found that customers have on their submission forms is the concept that applicants can add multiple items to a table. For example, your applicants might have a list of authors that participated on a proposal. Prior to now, our best practice is to make use of our form field templates approach. This is no longer necessary.
To add a Table of Items field to the submission form, click Table on the left side panel of the form builder.
Available Field Settings
The Table field requires additional configuration after you have added it to the submission form.
If you make the field required, you will have the option to specify a minimum number of items that should be added to the table. Additionally, you can include a maximum allowed.
Item Name and Item Name Plural are used to denote phrasing to the applicant to "Add Another Author", etc., etc.
Now you have to choose which fields will appear to the applicant when they add another table item. Click Manage Fields button.
Design your sub-form that will appear whenever an applicant adds another item to your table. Following the example of authors, we have created a form that requires the applicant to fill in as much info as possible about the author below.
Click Save Form and Back to return to the previous screen when ready.
Edit Row Template
The final piece to configure is to decide how the item will appear to the applicant after it has been added to the table. Click Edit Row Template.
A WYSIWIG will appear which will let you design your row any way that you wish. Follow the animation below.
Click Save Form to ensure your changes are saved.
The Applicant View
Let's look at how this feature functions for the applicant.