Section headers enable you to organize the fields in Forms or Subforms into groups to make navigation in the Data Entry page easier. You can add subsections within sections for more granular organization of fields in your Form.
Subsections are indented within the section they are contained in. Up to 3 levels of indentation are supported and structured as follows:
- Level 0: Root form level (no sectioning)
- Level 1: Section
- Level 2: Section
- Level 3: Section
Any subsequent fields added after a Section header field will be grouped within that section until a new section field is added.
Note that Section headers don't appear in Table View. You can also use a Section header and the description of the field to provide a longer text (e.g. an introduction, explanations, guidelines for the form) for your Form or for a specific part of your Form.
- Fields are organized based on their section and indentation level.
- Like other fields in ActivityInfo, you can apply relevance rules to section fields.
- If a section or subsection field becomes irrelevant, it, along with grouped fields, will be hidden and removed from the record.
How to add a Section header
- In the Form Design page, click on "Section header" to select it from the Fields palette.
Fill in the Properties of the field by providing:
Label: a descriptive title of what the section is about
Description: optionally provide a description
You can add a subsection header by specifying the desired indentation level for the section field properties.
You can also set relevance rules to Section header fields to control the relevance of all fields within those sections.
Relevance rules applied to a section header field are extended to all fields grouped within that section, including any subsections contained within that section, maintaining uniformity and simplifying form design.
You can add additional per-field relevance rules within a section to customize data visibility further. If a relevance rule is applied to the section containing a field with its own relevance rule, both the section's relevance rule and the field's relevance rule must be met in order for the field to be shown.
Relevance rules set on a section cannot be based on fields contained within that section.
Level 1 indentation is available for any level of indentation.
Level 2 indentation is available if the previous section is at level 1, 2 or 3 indentation.
Level 3 indentation is available if the previous section is at level 2 or 3.
Click on "Done" to add it.
The Section header and subsection has been added to the Form.
When you finish adding fields, click on "Save" to save the Form.
- Users will see the Section you created when they are adding Records in the Data Entry page.