Infopath and Nintex Forms has the ability to create repeating sections where the user filling out the form can add additional sections on the fly. This is similar to the DataTable control with the important difference that the information is not tabular. instead each “row” is based on a template that is designed with the required controls. This is also similar to the gallery control in PowerApps.
Is there any way to accomplish similar functionality in Plumsail Forms?
First, have a look at the Append-only field. You can find the instruction on the setup and usage example here.
If this is not exactly what you need, please describe your case in more detail, how you want the data to be presented in a form? what is your use case?
Hi @Margo,
Thank you for your reply.
What I need is actually very different from the append-only field. A repeating section is a container that can contain various fields and controls in an arbitrary layout. When filling out the form, the user can click on an “add” button to add a new copy of the section as well as edit or remove existing copies of the section.
For example, this screenshot shows a repeating section for “actions” where each instance (or “row”) describes one of the actions requested in the form. Every action section has a people picker control, multi-line text control, a currency control and a lookup control (completely made up example)
This information could then be aggregated to show the total cost of all the actions in a separate field. It is similar to a DataTable in that the user can add, edit and delete “rows” of information, but the big difference is that each row is formatted using a template layout with a variety of controls.
Another use case that we actually have for real is when there is a form that kicks off a workflow that has a varying and unknown number of approvers. In this case, each approver-section (“row”) could contain a people-picker control and maybe an inking control for signatures.
Excellent questions. We have had real use cases for both storing the repeating data as list items in separate SharePoint lists and for storing it inside the current item as a JSON blob in a hidden field. The most pressing need for us right now is the JSON blob scenario so that the repeating data can be treated as a single entity together with the rest of the form data for versioning and archival purposes. If we would need to process the repeating data separately, it could be easily accomplished by loading the JSON data in Flow and iterate through them there.
For our current scenario, there is no pressing need to display the repeating data in the list view. Only the aggregated information such as the sum of the cost, total number of items, etc. (Although it would be really nifty to be able to promote some of the fields in the repeated section that could be displayed using the same field customizer as the DataTable control uses.)
We can implement that type of control, it’ll contain only common fields. We’ll add people picker field too, but with the help of HTML-control. So to get a people picker control in a repeating section you’ll need to paste a code snippet. And all data will be stored in a single field as JSON.
If you are interested, please send the complete description of your requirements to support@plumsail.com. And based on it, we will prepare a development specification, that includes estimation and due dates.
@Margo,
At the moment Plumsail Forms is one of the solutions we are evaluating for SharePoint list form customization in our organization. Since we’re not yet ready to decide which solution(s) we will choose, it is still a bit early to decide whether we would go for a paid support option. But am I correct in interpreting your answer as this functionality is not something we could achieve with Plumsail Forms without specifically requesting and paying for its implementation?
This feature is not in the list of upcoming releases, but we can switch the priority of tasks and focus on implementing repeating sections. If you are interested, please contact us via support@plumsail.com.
No - I'm not considering a paid support. I think you need to consider prioritizing this feature in your roadmap. Repeating sections is for many of us a must-have and though your product might be a good fit, it still lacks core functionality to be considered a real alternative to e.g. InfoPath.
I'd like to add my voice for this feature to be included (also in on-prem release!) It's the only main feature I've found when using Plumsail that is missing compared to an Infopath or Nintex solution so would be an important addition.
Has there been any information on this topic? We are now exploring Plumsail as an alternative to Nintex but this feature will most likely make or break our move.
We are a paying subscriber and having repeating sections would add significant value to the product, right now we subscribe to multiple forms solutions in an attempt to get the required functionality but none of it is quite the same.
Bit disappointed with the number of queries that this feature has not been prioritised.
Maybe to add some info that has not been covered by the other contributors, in a repeating section you are basically adding line items like you would to an order or Invoice, these can be items created as text fields being filled in or can be lookups from other lists, sites or site collection, a great example would be the ability to select an item from a list stored in another site and having 3 or 4 other fields auto populate based on the selection. In Nintex this information is stored in a multi line text field as XML data which can then be extracted in various ways including using workflow variables for use in a for each loop for example.
The Data Table and List or Library controls cover all the repeating section use cases that users have shared. Have you tested these controls?
They essentially do exactly what you've described, and even more.
The Data Table stores data as JSON in a multi-line text field and supports Text, Number, Drop Down, Calculations, and other field types. The data is presented in a SharePoint list view and can be processed in a workflow.
The List or Library control is more advanced, storing data in another list linked by a lookup to the primary list.
In both controls, you can get data from another list at another site and pre-fill fields/columns.
Maybe you could share some specific cases where these controls don't cover the functionality needed, and I will share details with the developers.