| Step | Result |
|---|
| 1 | Create a page first with a section labeled Primary Beneficiaries and one Field Group. | 
Adding a repeatable field group to a wizard
|
| Field | Value |
|---|
| 2 | Field Label | <h3>$index+1. Beneficiary</h3>
This is the label of the Field Group that will be visible to the user and includes numbering.
|
| 3 | Name | PrimaryBeneficiaries
This is the name of the Field Group as it appears in the Page Tree and as it is referenced in JSON.
|
| 4 | Meta field pattern | Beneficiary{{$index+1}}.
This is the prefix that will be added to Meta Field Names of fields contained in the group. Each added field group will have a new number, e.g. Beneficiary1., Beneficiary2., Beneficiary3., etc.
|
| 5 | Repeat | Selected |
| 6 | Number of repetitions | 1
One group will be initially displayed to the user. |
| 7 | Allow adding | Selected
This will show Add and Remove (as an X icon) buttons to the user. |
| 8 | Add button label | Another Beneficiary
Label that will be used for the Add button. |
| 9 | Remove button label | Leave empty.
Only the X icon will be displayed. |
| 10 | Maximum repetitions | 4
Maximum number of groups that the user may add. |
| 11 | Minimum repetitions | 1
Minimum number of groups that must remain present.
Remove icon will be shown only next to those groups that are above this number. |
| 12 | Add several fields to the group: - Percentage of the share
- Social Security Number
- Full Name
- Relation to the owner
- Date of birth
- Home Address
| 
Adding fields to a repeatable Field Group
|
| Field Type | Settings |
|---|
| 13 | Single Text |
Setting | Value |
|---|
Field Label | Percentage of the share (%) | Meta Field Name | BeneficiaryPerc | Max Input Length | 3 | Size by content | Selected |
|
| 14 | Single Text |
Setting | Value |
|---|
Field Label | SSN/TIN | Meta Field Name | SocSecNumber | Max Input Length | 10 | Size by content | Selected |
|
| 15 | Single Text |
Setting | Value |
|---|
Field Label | First and last name or trust name | Meta Field Name | FullName | Max Input Length | 150 | Size by content | Selected |
|
| 16 | Single Selection |
Setting | Value |
|---|
Field Label | Leave empty | Meta Field Name | BeneRelation | Display Type | Radio List | Layout | Horizontal | Choices | Value = 1
Label = Spouse | Choices | Value = 2
Label = Nonspouse | Choices | Value = 3
Label = Trust | Size by content | Selected |
|
| 17 | Date and time |
Setting | Value |
|---|
Field Label | Date of birth or trust | Meta Field Name | DateOfBirth | Display Type | DateLocal | Size by content | Selected |
|
| 18 | Single Text |
Setting | Value |
|---|
Field Label | Address Line(s) | Meta Field Name | HomeAddrAllLines | New Line | Selected | Max Input Length | 150 | Size by content | Selected |
|
| 19 | Single Text |
Setting | Value |
|---|
Field Label | City | Meta Field Name | HomeAddrCity | Max Input Length | 50 | Size by content | Selected |
|
| 20 | Domain Single Selection |
Setting | Value |
|---|
Field Label | State | Meta Field Name | HomeAddrState | Data Attribute | 100801 | Display Attributes | 100801 | Domain | States | Display Type | Select | Size by content | Selected |
|
| 21 | Single Text |
Setting | Value |
|---|
Field Label | Zip Code | Meta Field Name | HomeAddrZip | Max Input Length | 10 | Size by content | Selected |
|
| 22 | Exit the Field Group editing mode by clicking on the page name in the Page Tree. | |
|
| 23 | Click Apply button in the bottom of the screen to close the Widget Design Screen and apply changes. Then click Save button in the top of the Widget Details Screen to save these changes. |
|
| 24 | Test the widget by opening it. There should be one instance of the Primary Beneficiaries field group visible. | 
A wizard with a repeatable field group
|
| 25 | Click Another Beneficiary at the bottom of the screen. An entry for a second beneficiary appears. You may add up to four entries. If necessary, you can delete either one of the entries, by clicking on the X. | 
A wizard with an added repeatable field group
|
