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Work with sections

Add, rename, move and set up form sections

Sections break your form into clear parts, such as Key information, Checks and Sign-off. Each section can be marked as not applicable, repeated, given a pass mark, or shown and hidden using rules.


Adding a section

  1. Drag any field from the Fields panel.

  2. Drop it into the form builder

    • A new section called New section is created, with that field in it.

Renaming a section

  1. Select the section heading on the form builder.

  2. Change the Label in the settings panel.

  3. You will then see that appear on the section header

Moving a section

  1. Select the section.

  2. Use the up and down arrows to the left of the section, or drag the handle (⋮⋮) above them.

Section settings

  1. Select the section heading.

  2. On the right hand panel - you can choose the settings

  3. Not applicable - this lets people mark the whole section as not applicable to their job if necessary.

  4. Repeatable - this lets people fill in the section more than once, for example a signature

  5. Passing score - points this section has to reach, in the same units as the answers' calc values in the fields - not a percentage. Left empty, the section isn't judged. (see "Scoring and pass marks on forms").

  6. Rules - can set up conditional rules for sections (see "Use rules to show, enable or require fields").

Deleting a section

  1. Select the … menu on the section heading.

  2. Select Delete section.

  3. This removes the section and all the fields in it.


Use Case

Anyone building a form with more than a few questions.


💡Tips

  • Keep sections short. Forms are often filled in on a phone, on site.

  • Deleting a section deletes every field inside it, so move any fields you want to keep first.

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