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Repeating Rows

Repeating Rows


Feature Overview

Repeating Rows feature is part of KWizCom Modern Forms(Professional edition).

The Repeating Rows feature enables you to easily create multi-row forms (such as expense forms).

Once you add the Repeating Rows feature to your site, you’ll be able to add a new type of Repeating Rows column to your lists. This column renders a grid of multiple data rows:

So, how does this work?

When you add a Repeating Rows column to your list, you create a lookup column that connects your list to another list, creating a relation of one-to-many between the lists.
In the screenshot above we have a list called “Expense reports” where each item is a single employee’s monthly report.
Each expense report includes several expenses, these expenses are stored in a second list called “Expense details”. 

This is how the data model looks like:

In the example above, we have created a Repeating Rows column called “Expense details” that connects every expense item to many expense details items. The Repeating Rows column renders as multi-row table, enabling the user to fill-out multiple expenses in one form; the expense details items are stored in the connected “Expense details” list.

With the Repeating Rows column you can implement 2 common use-cases:

  1. Multi-row form - this is done by connecting 2 lists, one is the "master" and the 2nd one holds the "details" items.

  2. "Connected documents" - this is done by connecting a document library to a "master" list, this way users can upload and connect multiple documents to every list item.

The next section describes the configuration details for each of these 2 use-cases.

 
 

Configuring a multi-row form

 

To implement a multi-row form, follow the steps hereunder:
 
 

Step 1: Prepare your lists

Before you create a Repeating Rows column, you need to have your connected lists – a “Master” list and a “Details” list.

In our example, we have the following 2 lists:

  • Expenses list – This is the “Master” list. Each item in this list is an expense report item.
    The list includes the following columns:
    • Employee
    • Month 
  • Expense details list – This is the “Details” list. For each expense item in the Expense reports list, we have here multiple expense details items. 
    The list includes the following columns:
    • Date
    • Cost($)
    • Expense type
    • Expense details

Once you have your lists ready, it’s time to create your Repeating Rows column.

 
 

Step 2: Create the Repeating Rows column

In the list's KWizCom Apps settings page, click the "Repeating Rows" gear icon:

 

This will open the Repeating Rows settings page:

 
Now select in the drop-down an existing Repeating Rows column, or type a new column name that you wish to create.
The Repeating Rows column settings for the selected column will appear:
Here's how you set up its properties:
 
 

Lookup Information

 
Update these properties to connect the Repeating Rows column to the requested list and column.
 
 
Additional Settings
This secition includes the following properties:

Property

Description

Number of rows for new items

The number of empty rows that will be displayed when creating a new item.

Allow users to add rows?

Check this proerty if you want to allow ed-users to add more rows.

Add new item button label

If you choose to allow users to add rows, you can also rename the caption of the “add row” link that will appear below the Repeating Rows column in new/edit item forms

 
 
Repeaing Rows Settings
In this section you select the columns from the connected "Details" list that you want to display in the Repeating Rows column.
After you select the columns, a preview grid is displayed showing the selected columns:
You can configure each of the displayed columns by clicking its  icon, which will open the Column settings popup:
Here you can configure each column's min width, and a summary function (relevant to numeric columns).
 
 

Configuring a form with connected documents

This use-case enables connecting multiple documents to a recod (list item), as you can see in the following screenshot:

Configuration steps are the same as the ones for Multi-Row Form above, only difference is that the Repeating Rows column is connected to a document library.
When connected to a document library, you will see an additional "Folder Settings" section:
This property allows you to have sub-folders created automatically to group the connected documents by any column value from your master list.

 

Created at 12/16/2020 11:47 AM by Nimrod Geva (UTC-05:00) Eastern Time (US and Canada)
Last modified at 12/29/2020 5:34 AM by Nimrod Geva (UTC-05:00) Eastern Time (US and Canada)
Total Views: 299

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