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Create a fragment

Save groups of fields to save time

Fragments are groups of fields you save once and add to any form, such as a standard sign-off block or a site details section. They save time and keep your forms consistent.

Example: save "Supervisor name", "Date & time" and "Supervisor signature" as a "Sign-off" fragment and add it to the end of every inspection form.


Saving a fragment

  1. Drag the fields you want, in the order you want into the form builder.

  2. Select the first field you want to include.

  3. Hold Ctl (Windows) Cmd (Mac) and click the neighbouring fields to add them to your selection.

    • The settings panel shows Multiple fields selected.

  4. Press Save as fragment in the bar at the bottom of the screen.

  5. Enter a Name and, optionally, a Description.

  6. Select Save fragment.

NB: You can add rules to a fragment in the settings panel


Adding a fragment to a form

  1. Select the Fragments tab in the left panel.

  2. Drag the fragment onto any section of your form.

    • Its fields are added at that position.

  3. Can select whether you want it to be required or not


Editing a fragment

  1. On the left hand panel, select the fragments tab

  2. Select pencil icon

  3. Add, delete or move the fields to how you need

  4. When made edits, press the save button


Deleting a fragment

You can either delete a fragment from the list by pressing the red bin icon. Or, you can open up a fragment and delete it using the red delete button at the bottom left of the screen.


Use Case

Super users and form owners who manage lots of forms with shared sections.


💡Tips

  • When a fragment is updated, forms that use it can be republished to pick up the changes.

  • Select ? next to the Fragments tab for a quick reminder of how fragments work.

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