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Edit an eForm document template with dynamic fields

Use this for eForms where the end user can add more fields, or the resulting PDF's can be in a list format

If you allow the end user to duplicate a section on an eForm (for example, when they are reporting multiple issues), this is the ideal type of eForm document. If you are creating PDF's with many questions, and these can be in a list/table style, using this style will save you time creating the document.

However, if you need to fix certain fields in set places in a document (for example, a statement of works, RAMS document, equipment certification, etc.), you will be better off using static fields, which are covered in another help article.

Open the document template

1. Click here

Zigaflow dashboard with the settings gear icon highlighted in the top-right toolbar, beside notifications and the profile menu

2. Click here

Settings menu list with Document Templates highlighted, between Customer Portals and Domains, ready to be clicked

3. Click here

Document Templates settings with the eForms tab highlighted in the template type list, beside the uploaded templates table

4. Edit the document

Document templates list with the Edit button highlighted on the Dynamic Rows template row, next to the download icon

5. Note that the FormField variables are in a table which means that for every occurrence of a question, the row will be duplicated and populated with the question.

Document template editor with the table containing {SectionName}, {FormFieldName} and {FormFieldAnswer} rows highlighted

Find form field variables

6. To check for Form Field variable names, click here

Document template editor with the Search Variables button highlighted in the blue toolbar next to Step 1: Preview

7. Type FormFields into the search box

Document template editor search box with Formfield typed, showing the Form Fields tab and its list of variables

8. Click the "Form Fields" tab

Variables panel for an eForm document template with the second Form Fields tab, showing a count of 7, highlighted

9. The fields are listed. Click on one to copy it

Form field merge tags list with Name, Description, Required and Answer, with the {FormFieldAnswer} tag highlighted to copy

10. Close the tag list

Tags list on the Form Fields tab of the document template editor, with the Close Tags List button highlighted

Preview and save the template

11. Preview your changes

Document template editor with the Step 3: Preview button highlighted in the blue toolbar beside Search Variables

12. Click here

Template editor beside the Proof of Completion preview, with the Step 1: Preview button highlighted at the top of the editor

13. Save the template

Proof of Completion template preview with job photos, with the green Step 2: Save button highlighted at the top

14. Click OK

Browser confirmation dialog asking to save changes to the eForm document template, with the OK button highlighted

Learn more: eForms in Zigaflow

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