An example of this might be a form where the first section includes one-off site details, and the second section is repeated multiple times for each time a test is performed on the equipment on the site.
These are controlled using sections, and you link sections in the form to those in the PDF template. Questions are referenced by their index number in a specific section.
Static Sections
Example Appearance (PDF)
These tables/sections that only appear once, for example, the details of the building to be visited.
Site Details: |
|
Site Checked: | Yes |
H&S Reviewed: | Yes |
Name of Contact: | Paul Jones |
Form Section
Make sure that you give this section a name (in the red box).
PDF Template
The group name is referenced by the {SectionGroup...} variable, e.g. {SectionGroupSiteDetails}.
Each answer can be referred to by its row number in the section (and not the row in the overall document), e.g. {SectionFormFieldAnswer1}
Site Details: | {SectionGroupSiteDetails} |
Site Checked: | {SectionFormFieldAnswer1} |
H&S Reviewed: | {SectionFormFieldAnswer2} |
Name of Contact: | {SectionFormFieldAnswer3} |
Multiple Row Sections
Example Appearance (PDF)
In this example, there can be a dynamic number of lines.
Location | Reading | Pass/Fail |
L2E3 | 5 | Pass |
L2E6 | 4 | Fail |
L3F1 | 6 | Pass |
Form Section
Make sure that you give this section a name (in the red box). To enable multiple lines in the same table, allowing users to add as many lines/sections as needed, click 'Recipient Can Duplicate'.
PDF Template
The group name is referenced by the {SectionGroup...} variable, e.g. {SectionGroupSiteDetails}.
Add these variables:
{FieldsInColumns} - tells the system that the data is in a column orientation
{AllSections} - Tells the system to include sections of this group into one table instead of separate tables.
Each answer can be referred to by its row number in the section (and not the row in the overall document), e.g. {SectionFormFieldAnswer1
Location | Reading | Pass/Fail {SectionGroupReadings}}{FieldsInColumns}{AllSections} |
{SectionFormFieldAnswer1} | {SectionFormFieldAnswer2} | {SectionFormFieldAnswer3} |