iFormBuilder Subforms

Table of Contents

• What are Subforms?
• What is a Multi-Paging Subform?
• What is the Separate Table View?
• How do I add a Subform element to my Parent form?
• How do I create a Subform record on the device?
• How do I delete a Subform record on the device?

Also, check out:

• How do I pass data between Parent and Subform?
• How do I hide a completed Subform? 

What are Subforms?

Subforms can be used to create sub-sections of a larger form. They should take form elements that would originally be on the Parent Form and add them to a separate form that will be linked to the Parent Form. 

What is a Multi-Paging Subform?

A multi-paging Subforms allows the user to capture multiple records under the same Subform element. This can be great for data such as Images, Text Areas and any elements that capture large amounts of the data.

Use multi-paging subforms so that when capturing large amounts of data, the records go up one at a time instead of trying to go all at once which can cause issues with data upload. 

What is the Separate Table View?

PLEASE NOTE: This functionality currently only works on iOS.

The Separate Table View allows for Subform records to show in their own Record View on the user's device instead of a list view on the Parent. With Separate Table View enabled, the Subform element will show the number of Subform records associated with the element.

• Default Subform View

• Separate Table View

How do I add a Subform element to my Parent form?

To add a subform element to your form, please follow the instructions below.

STEP 1. With your form loaded in the Form Builder, click the Subform button from the left-hand menu.

STEP 2. On the right-hand side, you'll see the element properties. Enter the name of your element.  

PLEASE NOTE: If you check the Based on Label option, it will create a data column based on the Label on the element.

STEP 3. From the Smart Paging tab, select Subform List.

STEP 4. Choose the form you want to use as your Subform.

STEP 5. Choose your subform Link Mode.

• SINGLE: This will allow the user to only submit one subform record per Parent form record.
• MULTIPLE: This will allow the user to submit unlimited subform records per Parent form.

STEP 6. Choose whether you want the subforms to show in Separate Table View.  The Separate Table View will allow for the Subform records to show in their own record view on the user's device.

STEP 7. Save your form.

PLEASE NOTE: To remove the form being used as a Subform from the user's device (so they can't collect data on it separate from the Parent form) unassign Collect rights from the user. 

How do I create a Subform record on the device?

To create a Subform record on your device, please follow the instructions below.

STEP 1. From your device, open the Parent form.

STEP 2. Click the Subform element.

STEP 3. Enter the Subform data and click Done.

STEP 4. If using a Multi-Paging Subform with the Separate Table View, and you want to add another Subform record, click the + icon in the upper right-hand corner.

To create another record from the standard list view, click the Subform element and a new record will open. 

How do I delete a Subform record?

To delete a Subform record from the device, please follow the instructions below.

• Default Subform View

STEP 1.  Open the Parent record.

STEP 2. If the record is not already in Draft mode, click Edit in the upper right-hand corner. The record MUST be in Draft mode in order to delete.

STEP 3. Press and hold the Subform record you wish to delete until you see a pop-up menu.

STEP 4. Click Delete.

STEP 5. To confirm, click YES(Delete).

The Subform record will no longer show in the view.

• Separate Table View

STEP 1. Open the Parent form. 

STEP 2. Click on the Subform element.

STEP 3. Swipe from right to left on the record you wish to delete and click Delete.

STEP 4. Confirm by choosing YES(Delete).

The Subform record will no longer show in the view.