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"Add another" field functionality

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Level 7

3/23/17

Ability to dynamically add extra instances of fields or sections when a user is filling out a request.

1 Comment

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Level 3

5/11/17

Hi Brian,

Here is what I had to do in my Workfront instance:

I have a question that asks "How many requests do you have?" and based on their answer, that is how many sections pop up. You would need to create individual sections in the custom form (Request #1, Request #2, Request #3 etc.) and set rules based on the answer to the "How many..." question. If someone selected 2, then Request #1 and Request #2 would show up. To add the fields for the supplementary requests, you will have to create 4 version of the same custom questions though. For example, if you have a Requested Due Date field now, you would need to have a Requested Due Date for Request #1, Requested Due Date for Request #2, Requested Due Date for Request #3 etc.

VERY IMPORTANT NOTE: If you use a field more than once in the SAME custom form, only the first information will be retained when the request is submitted. I learned this the hard way. I used the same "Requested Due Date" field in my Request #1, Request #2, Request #3 and Request #4 sections and when the request came through, only Request #1 had the Requested Due Date field populated. Request #2, #3 and #4 were blank.

Tech support explained to me that during submission, the system looks at the Requested Due Date field and populates the information that the requestor puts in Request #1. However, when the system looks at the Requested Due Date field in Request #2, #3, and #4, it cannot put anything in thoseRequested Due Date fields because the information from Request #1 is already there, so it dumps the info. That is why you have to create 4 version of the same field and save them with unique names like Requested Due Date Request #1, Requested Due Date Request #2, so the system can retain the data in unique fields.