SharinPix Form - Sections and Repeated Sections

Overview

Sections and Repeated Sections are powerful layout elements in the SharinPix Form Template Editor. They allow administrators to structure forms into logical groups of fields and, when necessary, capture repeating sets of information dynamically.

  • Section: Used to group related form fields under a labeled block.
  • Repeated Section: Extends the Section by letting users duplicate the same block multiple times with a “+” button — useful for variable numbers of items (e.g., inspections across multiple floors, multiple deficiencies, or repeating details).

This documentation covers :

  1. The Section Element
  2. The Repeated Section Element
  3. Demo – Air Conditioning Inspection Form

Prerequisites:

Before using Sections or Repeated Sections:

Elements

Section Element

The Section element is used to group related inputs and content. It helps keep forms clear and organized.

Configuration Options

Option Description
Label Name of the section displayed to users.
API Name Unique identifier for referencing in logic or formulas.
Label Formula Dynamically generate section titles based on values or conditions.
Edit Section Clieck to enter the section presented as a blank form template. Customize it by adding your elements.
Style Choose a display style (e.g., default/fold/inline).
PDF Answer Column Labels Option to display column labels when rendering the form in PDF.
Advanced → Visible When Conditional visibility rule (show/hide based on formulas).

When to use ?

  • Organize form into logical parts (e.g., “Personal Information,” “Inspection Details”).
  • Add clarity for long forms by grouping elements.
  • Use Label Formula to personalize section headings dynamically.

Repeated Section Element

The Repeated Section element allows administrators to create a template for a group of fields that can be repeated by the end user as many times as needed.

Configuration Options

Option Description
Label Name of the repeated section.
API Name Unique identifier for referencing in logic or formulas.
Edit Section Click to enter the repeated section presented as a blank form template. Customize it by adding your elements.
Style Layout style (e.g., default/fold/inline).
Label for each item Defines the display label for each repeated item (e.g., “Deficiency”).
Item API Name Technical identifier for the repeated item.
Label Formula Automatically generates dynamic labels for repeated items (e.g., label + " " + TEXT(index) will show “Deficiency 1,” “Deficiency 2,” etc.).
Advanced → Visible When Conditional visibility rule (show/hide based on formulas).
Advanced → Validation Rule Define validation criteria that each repeated block must satisfy.

When to use ?

  • Collecting details for multiple items of the same type (e.g., one form per air conditioning unit per floor).
  • Capturing lists of issues or defects.
  • Handling unknown quantities of input (instead of pre-creating fixed sections).

Demo – Air Conditioning Inspection Form

Step 1: Add a Section

  • Create a Section labeled “General Inspection Information”.
  • Click the "Edit Section" button.
  • Place fields like Inspector Name, Date, and Location inside it.

Step 2: Add a Repeated Section

  • Create a Repeated Section labeled “Air Conditioning Unit”.
  • Label for each item: “AirCon Unit”
  • Label Formula: label + " " + TEXT(index) → generates “AirCon Unit 1,” “AirCon Unit 2,” etc.
  • Click the "Edit Section" button.
  • Inside the repeated section, add fields for:
    • Unit Number
    • Observed Deficiencies (Text Area)
    • Photo Capture (Capture element)

Step 3: Test in Preview

The user can fill in the "General Inspection Information" section and add one section per floor’s unit by clicking “+ AirCon Unit”.

Tips

  • Use Sections to structure the form into easy-to-digest blocks.
  • Use Repeated Sections when you don’t know in advance how many instances a user will need.
  • Apply Label Formulas to auto-number items for clarity.
  • Add Validation Rules in Repeated Sections to enforce quality (e.g., each deficiency must include a description).
  • Keep labels consistent to avoid user confusion when multiple instances are created.
  • Sections or Repeated Sections can be used to create Child Records on Salesforce. Refer to the documentation below for more information on Creation of Child Records With Form Sections

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