Allowing Multiple Data-Set Submissions for a Group of Input Fields

A Field Set is used to group a set of input fields to allow columns of input fields to be configured or allow multiple sets of data submitted by the sales quote recipient. For example, if the form is a Student Registration form for training course attendees, you would need to collect the details of each student attending. In this case, you will need to allow the sales quote recipient to enter many student details such as the first name, last name, gender of students attending a course; the form would be required to allow multiple students details attending.

To begin, create or edit a sales quote.

Click on the orange + Insert button located between every content block while working in the Sales Quote Editor and then select ‘Add Form’ at the very bottom.

A new form block will be added to the sales quote and a green content editor toolbar when hovering on the form block.

Click on the green + Insert button.

A selection box will now appear, as shown below.

Now select the option Field Set. (You can add many Field Set(s) in a form.)

A new Field Set Label as shown below, click on the text "Field Set Label"; delete and type your own label. In our example, we will label the group of fields "Course Attendees."

As we can see below, the Field Set now has the label "Course Attendees".

Creating columns in a fieldset

To adjust the number of columns in a Field Set, click on the Columns Icon below, and you will notice a drop-down menu showing the available number of column settings, as shown below.

Please choose the number of columns for your Field Set; we have selected three columns in our example, as shown below.

There are now three columns in the form fieldset, and you will notice three green insert icons.

Next, click on one of the greens + Insert buttons to add an input field.

In our example below, we have inserted three text input fields for the first name, last name and phone number.

Allowing the Sales Quote Recipient to Add More Than One Set of Data

In our example, we have made a form that would allow the sales quote recipient to provide the name and phone number of students that will attend a training course. In the real world, it would be likely that more than one student would attend a course, so we need to configure the Field Set to allow the sales quote recipient to add more than one student.

To configure a fieldset to allow multiple data entries, click on the Cogs icon on the fieldset panel, as shown below.

Click on the Can create multiple entries check box as shown below.

Click Save & Preview to view the form in the sales quote as the recipient would view it. You should notice an Add button appear top right of the fieldset. This is the button the sales quote recipient would click to add additional entries in the fieldset.

Related User Guide Topics

Adding a Form to a Sales Quote

5 Mar 2020

QuoteCloud provides the ability to build forms to collect information when customers sign-off a sales quotes. The ?Forms? tab is a feature that appears on the Sales Quote Editor after subscribing to the plugin extension on QuoteCloud.

Inserting a Data Field onto a Form

5 Mar 2020

QuoteCloud gives the option to add a data field onto a form from a variety of data input options. This feature makes it easy to format a sales quote to allow the form to include any user information.

Making a Data Item Mandatory (*)

5 Mar 2020

QuoteCloud gives the option to make a data item mandatory. This is done to ensure that any required piece of information needed is uploaded by the recipient. Once a data field is made mandatory using the Sales Quote Editor, a red asterix (*) will appear next to the data item.

Splitting a Row in a Form into Multiple Columns

5 Mar 2020

QuoteCloud gives you the option to split a row into multiple columns. This feature makes it easy to format content side by side. In addition, the Sales Quote Editor also provides you with the ability to split a row into multiple columns within a specific Field Set.