Section Repeat with mapped data

Last updated Oct 02 2018

The repeat option in the Section element enables the form filler to enter multiple items. This means that when the form filler presses on the “add” button the section will open a new line.
This is quite straightforward, but what happens if the data in this section is populated automatically from Salesforce when the form loads? What will happen when the filler then presses on the “Add” button?  Well, as you might have guessed - the new line will open with empty fields.
Not many users have this combination of a repeated section with on load populated fields, however for those who who do - we’ve come up with a solution called: Repeat with mapped data.

By turning on this new checkbox (in the section ‘Advanced’ settings) the data, which is set to populate on load will also populate when lines are added in the repeatable section.

Follow this example to see how it works
- Create a blank new form
- Drag a section element and make it wider and taller (by moving its handles).


- Drag another section into this section.


- Make this section also wider and Change its back color to pale blue in 'Properties' panel > 'Element' tab > 'Style' option > 'Background' category 


- Drag 2 textbox elements into the inner section: name one “Account” and the other “Phone”.




- Select the outer section (gray) and make it repeated.
- Go to 'Properties' panel > 'Element' tab > 'Settings' option > 'Basic' category  and turn on the 'Repeated' checkbox.


- Make the gray section lower in height and configure it, so it will display 2 repeated lines at a time.
- Go to 'Properties' panel > 'Element' tab > 'Settings' option > 'Basic' category  > enter 2 in the 'Num of visible items' property


- Set the Salesforce integration to make the fields populate when the form is loaded

- Press on 'Set Get' button.


- Authenticate with salesforce
- Select the “Account” object
- Turn on the ‘Execute on form load’ checkbox.


- Choose ‘All’ and limit the number to 3 records.


- Map the fields to your Salesforce account:
Account --> Account Name
Phone --> Account Phone


- Press apply and save the form
- Test the form:
- Publish it as URL
- After the form is loaded and you see data in the section, press on the ‘add’ button.
- You will see that the new line opens with empty fields.


- Return to the form builder to turn on the ‘Repeat with mapped data’ property.
- Select the outer section turn on the ‘Repeat with mapped data’ checkbox.


- Save the form
- Test the form again.
- Refresh your published form and press on ‘Add’ again
- You will see that the second line is now also populated from Salesforce.




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