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Configuring a Repeatable Field Group with "Add" Functionality

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It is possible to set up a Field Group to be repeated several times, as well as added or removed by the end-user. This is useful in cases when the user must enter several options of the same data, such as previous residency addresses, employment history, education history, phone numbers, several dependents, several account owners, and so on. Even you only have one field that needs to be repeated in this way, you must enclose it in a Field Group.


Repeatable Field Groups must use an index counter within the Meta field name pattern to distinguish between the groups. An index counter can be used in the visualized parts of the field group as well, for example, in the Field Label at the top of Field Group, or in Custom Content that is displayed at the bottom of the group below all grouped fields.

By changing different Repeat settings of a Field Group you can set:

  • the number of times that the group is initially displayed (Number of repetitions)

  • whether the user can add more repeated versions of the group with the Add button (Allow adding)

  • how many additional groups the user may add to the list (Maximum repetitions)

  • when the user deletes unnecessarily repeated groups, how many of them must remain (Minimum repetitions)

In the example below, the wizard will have a Primary Beneficiaries section, where several beneficiaries can be added, but no less than one and no more than four.

Step 1: Create a Page

 

 

 

Adding a repeatable field group to a wizard

Field

Value

Details

Field

Value

Details

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.

Name

PrimaryBeneficiaries

This is the name of the Field Group as it appears in the Page Tree and as it is referenced in JSON.

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.

Repeat

Selected

 

Number of repetitions

1

One group will be initially displayed to the user.

Allow adding

Selected

This will show Add and Remove (as an X icon) buttons to the user.

Add button label

Another Beneficiary

The label that will be used for the Add button.

Remove button label

Leave empty.

Only the X icon will be displayed.

Maximum repetitions

4

The maximum number of groups that the user may add.

Minimum repetitions

1

The minimum number of groups that must remain present. Remove icon will be shown only next to those groups that are above this number.

Step 2: Add Fields to the Group

Adding fields to a repeatable Field Group

Percentage of the Share

Percentage of the Share

Field Type

Setting

Value

Single Text

Field Label

Percentage of the share (%)

Meta Field Name

BeneficiaryPerc

Max Input Length

3

Size by content

Selected

Social Security Number

Social Security Number

Field Type

Setting

Value

Single Text

Field Label

SSN/TIN

Meta Field Name

SocSecNumber

Max Input Length

10

Size by content

Selected

Full Name

Full Name

Field Type

Setting

Value

Single Text

Field Label

First and Last Name or Trust Name

Meta Field Name

FullName

Max Input Length

150

Size by content

Selected

Relation to the owner

Relation to the owner

Field Type

Setting

Value

Single Selection

Field Label

Leave empty

Meta Field Name

BeneRelation

Display Type

Radio List

Choices

Value = 1
Label = Spouse

Choices

Value = 2
Label = Nonspouse

Choices

Value = 3
Label = Trust

Size by content

Selected

Date of birth

Date of birth

Field Type

Setting

Value

Date and Time

Field Label

Date of birth or trust

Meta Field Name

DateOfBirth

Display Type

DateLocal

Size by content

Selected

Home Address

Home Address

Field Type

Setting

Value

Single Text

Field Label

Address Line(s)

Meta Field Name

HomeAddrAllLines

New Line

Selected

Max Input Length

150

Size by content

Selected

Single Text

Field Label

City

Meta Field Name

HomeAddrCity

Max Input Length

50

Size by content

Selected

Domain Single Selection

Field Label

State

Meta Field Name

HomeAddrState

Data Attribute:

100801

Display Attributes:

100801

Domain:

States

Display Type:

Select

Size by content

Selected

Single Text

Field Label

Zip Code

Meta Field Name

HomeAddrZip

Max Input Length

10

Size by content

Selected

Step 3: Apply Changes

Step 4: Test the Widget

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

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