SharinPix Form - Repeated Section

Overview

Repeated Sections allow administrators to define a section that users can add multiple times while filling out a form. This is useful when the same group of fields may need to be completed more than once, such as when recording deficiencies, assets, rooms, or inspection items.

Repeated Sections are configured in the SharinPix Form Template Editor and share the same core configuration options as standard Sections, including display styles and related behavior. For information about shared settings, refer to the Section documentation.

This documentation covers:

1. Configuration options for the Repeated Section element

2. How to set up a Repeated Section element

3. How to add default items

4. How to configure preset items

5. Available actions for repeated section items

6. Demo: Air Conditioning Unit Inspection Form

Tips:

• Repeated Sections are ideal for capturing multiple items of the same type, such as deficiencies, equipment, observations, or rooms.

• Use Repeated Sections to handle unknown quantities of input instead of pre-creating a fixed number of sections.

• Repeated Sections can be used to create Child Records on Salesforce. Refer to the documentation on Creation of Child Records With Form Sections for more information.

Configuration Options

General Options

Option	Description
Label	Defines the display name of the Repeated Section element in the form.
Label Formula	Dynamically generates the label of the Repeated Section element based on field values or defined conditions.
API Name	Unique identifier for referencing the Repeated Section Element in logic or formulas.
Edit Section	Opens the section template for the Repeated Section element, where you can add and configure the elements that make up each item.
Style	Defines how items in the Repeated Section element are displayed in the form, such as Full Page, Collapsible, Inline, or Table.
Label for each item	Defines the display label for each item within the Repeated Section element. This label is shown for every added item unless overridden by an item label formula.
Label formula for each item	Uses a formula to dynamically generate the label for each item in the Repeated Section element. For example, "Room " + TEXT(index) will display labels such as Room 1, Room 2, and so on.
Configure background color of repeated title on PDF	Allows you to define a custom background color for the Repeated Section title in the generated PDF.
Configure background color of sections title on PDF	Allows you to define a custom background color for the title of every item in the Repeated Section element in the generated PDF.

Advanced Options

Option	Description
item apiName	Sets a unique identifier for the repeated item. It is used for referencing in logic or formulas.
Use full width	This option removes the width constraint when displaying the Repeated Section element on the form.
Sortable	Allows item reordering with drag and drop
Allow add sections when (formula)	Uses a formula to control whether users can add new items to the Repeated Section element. By default, adding items is allowed. If a formula is provided, it must return a Boolean value. Users can add items only when the formula evaluates to true.
Allow delete sections when (formula)	Uses a formula to control whether users can delete items from the Repeated Section element. By default, deleting items is allowed. If a formula is provided, it must return a Boolean value. Users can delete items only when the formula evaluates to true.
Enable duplication of sections	Allows you to configure when users can duplicate items in the Repeated Section element. This option uses a formula, and duplication is enabled only when the formula returns true.
Visible When	Conditional visibility rule (show or hide the Repeated Section element and any item added based on a formula)
Validation rule	Defines the validation criteria that the Repeated Section element must satisfy. This can be used to enforce conditions on the collection of items. For example, rooms.size > 3 ensures that more than three room items are added.
Preserve value from previous submissions when (formula)	Uses a formula to determine whether previously entered item values are kept when the form is relaunched. By default, values from previous submissions are preserved. If a formula is provided, it must return a Boolean value, and previous values are preserved only when the formula evaluates to true.
Pull data from a Salesforce record	Configuration for defining a mapping that will be used for prefilling the questions found inside the section using data from a Salesforce record.
Create a Salesforce record	Configuration for creating Salesforce child records using data from each of section items. Refer to this documentation for more information.
External field mapping	Option for specifying a question found in the template section that will be used to store an external ID. This is useful for updating Salesforce records.

Configure the Repeated Section

Each item in Repeated Section is based on a Section Element template.

To configure the Section Element:

1. Click on the Edit section button on the Repeated Section element settings.

1. In the section editor, use the left sidebar to add the elements you want to appear in every section item.

The image below shows a Repeated Section element configured using the section template above.

Default Repeated Sections

You can configure default repeated items for a Repeated Section element so that one or more items are already available when the form opens.

To configure default items, open the Default tab in the Repeated Section element settings and click the + button to add a default item.

The image above shows a Repeated Section element with two default room items added.

Preset Sections

Preset Sections allow you to define pre-configured sections or items that users can choose from when adding a new item to a Repeated Section element. Instead of adding a blank item, users select from a list of preset options, and the new item is added with the predefined values and structure.

You can configure preset items from the Presets tab in the Repeated Section element settings. Click the + button to add a preset item, then define its label and default values.

The images below illustrate two preset items configured for the Repeated Section element, labeled "Kitchen" and "Bedroom" each having a different having for the Name field.

When preset items are configured, the + button becomes a picklist showing the available presets. Selecting a preset adds the corresponding pre-configured item to the Repeated Section element.

Preset Configuration Options

Option	Description
Label	Sets the label of the preset item as it appears in the Add button picklist.
Visible when	Uses a formula to control when the preset item is shown in the Add button picklist.

Repeated Section Item Actions

The image below illustrates the available actions for individual items in a Repeated Section element.

1. The Delete item action removes the selected item from the Repeated Section element. Deleting items is enabled by default, but it can be controlled using the Allow delete sections when (formula) setting.

2. The Reorder item action allows users to change the order of items in the Repeated Section element. Users can click and drag the reorder handle next to an item to move it to a new position. This action is available when the Sortable option is enabled.

3. The Duplicate item action creates a copy of the selected item, including its current values. This action can be controlled using the Enable duplication of sections setting.

The Duplicate item action does not duplicate images.

Demo – Air Conditioning Unit Inspection Form

The image below shows a form configured with a Repeated Section element for recording multiple air conditioning units inspected within a building. The section or item template includes fields such as Unit Number, Location of Unit, Any Leaks Detected, and Maintenance Performed If Any, and is displayed using the Inline style. Two preset items have also been configured, Small Unit and Big Unit, each with its own predefined values.

The image below shows how air conditioning unit items can be added on the Repeated Section element using the + button.