Using the New Builder?
An integral aspect of filling out forms is the ability to collect data for lists of items. Entering list items and their details within a submission is done with a Loop Screen in the Legacy Builder.
Loop Screens
Some common examples of lists are:
- Materials and parts required or used on site,
- Tracking labor or time on a job site,
- Expenses on an expense report.
Below is an example of a table on a paper form that can be recreated in GoCanvas using a Loop Screen. No two submissions will be exactly the same; some submissions will have five line items, some may have twenty. Using a loop screen allows for any number of line items when completing a submission, without adding each field to the form multiple times.
Building a Loop Screen
Loop a New Screen
- Create a new form or launch the Legacy Builder for an existing form.
- Select + Add screen under Form Outline on the right panel.
- Hover over the screen in the Form Outline and select the Loop icon to loop the screen. You can also apply a loop to a screen from the Screen Settings.
- Create your Key Field. Field types that can be key fields include Short Text, Number, Drop Down, Date, Time, and Barcode. Select Done when finished.
- Select the inner screen of the loop.
- Add the rest of the fields related to the key field that need to repeat.
- Save and Publish to device.
Note
The Form Outline will display loop screens differently than standard screens for a quick visual confirmation that the loop screen is different than a standard screen. The loop screen appearance reflects the experience of filling one out on mobile. The user will first be asked to add the key field of a line item before entering a separate screen to add the details of that line item.
Loop an Existing Screen
Instead of creating a new key field, select the Use Existing Field option.
Revert a Loop Screen
You can "un-loop" a screen by hovering over the key field mini screen in the Form Outline. Select the Delete icon to un-loop the screen.
Loop Screens on Mobile
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Tap the Add New Row button or the + icon in the top right corner of the screen to add an item to the loop screen.
- Next, select or type in the key value.
- The user will automatically be taken to another screen where additional details can be entered about the selected item. Tap Done when the fields are complete.
- The user will be returned to the main loop screen where they can add another item to the loop or tap Next to continue the submission.
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