Adding Sub-Forms

A sub-form is a reusable grouping of fields that can be embedded in any application or questionnaire. When users add or edit a record in an application that contains a sub-form, they can add data to the sub-form multiple times.

Use the steps detailed on this page to build a sub-form.

Task 1: Add a sub-form

1. From the menu, click > Application Builder > Applications.
2. Click Add New .
3. From the Type field, select Sub-Form. Enter a name and select a default language.

   Note: By default, the language is set to the language specified for the instance.

4. Click Create Sub-Form.

Task 2: Add fields and objects to the sub-form layout

1. Go to the Layout tab.
2. In the Data Fields section, click and do the following:
   1. Select the field type you want to add.
   2. Define the field for the sub-form.
   3. Continue this process until all fields that you want are defined.
   4. Save the fields.
3. Move the fields that you want onto the layout.
4. From the Add New Layout Object list, move the object you want onto the layout.
5. Click to save your changes.

Task 3: Assign configuration administrators

Configuration administrators can edit and customize sub-forms to which they are assigned. The creator of the sub-form is automatically granted Configuration Administration rights. Administration rights can be revoked by other assigned administrators. Configuration administrators do not automatically have access rights for the content stored in the sub-form.

1. From your sub-form, go to the Properties tab.
2. In the Administration section, in the Configuration Administrators field, click .
3. From the Available list, select the user or group you want to assign as configuration administrator.
4. Click Apply.
5. Click to save your changes.