Picture this: A field technician at a solar installation site needs to document the inspection of 100 solar panels. Each panel requires the same set of measurements, condition checks, and performance data.
Enter Repeatable Sections – a powerful feature that transforms how field teams collect recurring data. By allowing users to dynamically add entries for the same set of questions, Repeatable Sections mirror the natural flow of field work.
With repeatable sections, field technicians can rapidly add entries or navigate through items using the summary table. This streamlined approach:
- Reduces total form completion time by eliminating redundant navigation
- Minimizes the number of taps and swipes
- Allows technicians to focus on their technical work rather than documentation
- Speeds up training time for new field staff due to familiar spreadsheet-like interface
Real-World Applications
Repeatable Sections adapt to a wide range of field service scenarios, streamlining complex data collection across various industries.
- In equipment inspections, technicians can efficiently manage building floor-by-floor inspections, maintain detailed component-level documentation, and execute multiple system checks, all within a single, organized form structure.
- For parts and labor tracking, field teams can quickly record multiple part entries with comprehensive details, document labor time across different tasks, and maintain accurate material usage records, providing complete visibility into service operations.
- Complex installation processes benefit from systematic documentation capabilities, allowing teams to work through system commissioning checklists, verify safety compliance requirements, and record performance testing results with consistency and precision.
Advanced Capabilities
- Form within a form. A repeatable section is a subform built with sections and questions based on data types, controls, and data sources with a structure similar to a page at the main form level.
- Inline Editing on the summary table allows making quick modifications without opening the subform, enabling efficient error correction and updates directly from the summary view.
- Conditional Logic enhances the subform workflow through user-triggered data population, unveiling additional content for guidance and data collection. At the summary table level, answer exceptions provide visual cues to guide users' interactions.
- Summarization is possible by displaying aggregation fields on a summary table's footer based on captured entries.
Conclusion
This article is the first in our comprehensive series exploring the full capabilities of Repeatable Sections. Stay tuned for upcoming articles, where we'll dive deep into:
- Data source integration and inline editing
- Implementation strategies and form design best practices
- Tips for optimizing mobile user experience
If you're ready to explore Repeatable Sections, refer to this article in our product documentation.
Repeatable Section Layout Options
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Huberto Garza
Product Manager
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