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Question

I can't add to collection on secondary forms

Forms Version 10 Feature Ideas
Updated May 5, 2022
asked on October 24, 2017 • Show version history

I added a field to a collection on my starting form.  I went to the subsequent secondary forms and cannot add the field from the variables list.  It does not show in the list except when I click the gear for the collection variable.  How do I add the variable as a field on secondary forms?

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replied on October 25, 2017

Dear Scott,

To add a field in a collection and let it reflect in all the secondary  forms, you need to go to edit the properties of the secondary forms and click on "Add field from variable". There you will see the field you added. See attached image. Hope this helps

Mark

Collection.png
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replied on October 25, 2017

So I have tried to move the field out of the collection and then adding it to all forms and moving it back into the collection, but all I end up doing is creating additional variables that are not the same across all forms.

 

I then deleted all the new fields and variables that I had created and created a new field outside the collection and added it to all secondary forms.  Then went back and tried dragging it into the collection, but ended up with the same result.  Multiple variables in the collection as I went through the secondary forms, none of which were the same.

 

So how do we add a field to a collection on a process with multiple forms without deleting the collection entirely and re-adding it, manually or from collection variable in the list, thereby having to remake all the lookup and field rules.

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replied on October 25, 2017

If the field is in a collection, then you need to add the Collection to the secondary form. The reason for this is that once in a collection a field becomes multi-valued and cannot exist outside of the collection on a different form.

If you're not looking for multi-valued fields, for example you want them grouped, but you don't want them to repeat, then you would want to use a Section instead of a collection as that is meant only for repeating field groups.

If you don't want all of the fields from the collection, you can also drag the collection onto the secondary form, then remove whichever fields you don't want on that form without removing the entire collection.

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replied on October 25, 2017

Thank you, but that is not the question I was asking...I created the forms process with a collection.  After showing the process to the user group they wanted to add a field to the collection.  The process has a series related subsequent forms.  How do I add a field to a collection across all the forms?...without deleting the collection and re-adding  it to the forms and re-making all my field rules?

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replied on October 25, 2017 • Show version history

Gotcha. I believe deleting and re-adding is the only way. Looks like you may want to put in a feature request, but at the moment I see no way to do that.

It seems like a "gap" in functionality since you cannot grab the individual variables in the collection to put them into the other form after the fact.

UPDATE: Things have changed since this post. Tables and Collections now have an "Add from variable" option so you can update other forms without having to delete and re-add the entire table/collection.

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