Do you need applicants or awardees to be able to enter multiple entries of the same information?
Common examples may include:
- Expense details based on number of purchases
- Contact info based on number of team members (similar to Co-Applicants, but more customized)
- Outcome-specific data based on number of patents, publications, or presentations
- Requests for access based on number of items needing access to
Option 1: Use Repeatable Sections
- The Design Tool Repeatable Sections is uniquely suited for collecting this type of data.
- This is the simplest and most straightforward approach., where applicants can enter as many entries as needed.
- See the full instructions here: Repeatable Sections
Option 2: Use Number Field + Conditional Logic
- The method below is an option if you do not have access to Repeatable Sections with your license.
- It requires the applicant enter the number of items first, and then uses logic to display the correct number of sections to fill out.
1. Create a Number question that asks for the number of entries.
2. Add a Section for the first grouping of fields, and then add the questions that need to be in that section.
3. Repeat Step 2 for as many entries applicants may need to submit.
- Make sure to make a separate section for each grouping of fields. For example, if applicants are allowed to enter 10 separate purchases, create 10 separate sections.
- Duplicate the sections (outlined in green above) to save time, but name them to match the number as they're created. For example: Purchase #2, Purchase #3, etc. This will make it easier to view the data later.
4. Add conditional logic by section, based on the question created in Step 1.
- Go to the bottom of a section and click Settings > Logic > magic wand icon
- A - Select the question created in Step 1.
- B - Select Greater than or equal to.
- C - Enter the number of the section you're configuring (i.e., 2 for Section 2, 3 for Section 3, etc.)
- D - Click Apply.
5. Repeat Step 4 for each section.
Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.