Recurring items on a check list

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    Matt McPheeters

    You can have a loop inside a loop.  You can also make the secondary loop screen a conditional based on the "has maintenance issues" or add a "needs multiple parts" field and tie conditional to that so it only shows when needed.

    For my use case, my extra questions for the initial loop needed to be on a separate screen from the secondary loop screen, but both the secondary loop and extra questions loop in the primary loop screen. 

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    Michelle Cannon

    Since the inventory is a rather large data base is there any ability to search in this set up?

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    Sara Kaplow, Community Manager

    Hi Michelle,

    Matt's suggestion above is a great one, though loops within loops get complicated if you're using the PDF Designer (as in... the PDF Designer can't do it).

    It sounds like maybe allowing for your reference data to behave more like a checklist might be a solution - you can get to that using a backdoor feature called CHECKBOXES. 

    In your field settings under more, there's a field called receipt label. Type in CHECKBOXES (yes, all caps). That will make this field pretend to be a multiple choice checkbox field, but still give you the ability to populate with reference data. Heres' what that looks like for me: 

    This is what that looks like on mobile:

    Does that solve the parts needed use case at all? 

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    Michelle Cannon

    If we use loop in a loop to get the data we need to quote the job could we use a mirror page to pull just the data we need in the pdf for the inspection to send to the client?

     

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    Sara Kaplow, Community Manager

    You can't mirror to a field outside of a loop, so that won't do it. There are a couple of ways I can envision doing this on a smaller scale, but with a large database I think the advanced loop that Matt recommended is your best bet, especially when it comes to user experience for your folks in the field. That does mean you'll either need to use the standard PDF or talk to your account manager about having a custom PDF created to accommodate the advanced loop. 

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    Training Department

    Thank you so much Sara!

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