Form (Repeater)

Use the documentation below to display repeater components within a flow screen

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Form (Repeater) Property Editor

use the live demo below to change input parameters

formRepeater
Select Object/Form
Form Selection Mode
Prefill Records/Template
Form Properties (Optional)

Repeater Limits
Repeater Properties (Optional)

Actions

Component Settings
Common-Unite   |   support@common-unite.com  |   Release 3.217  |   Latest
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Form (Repeater)

The Form (Repeater) component allows users to create and/or edit multiple records within a single flow screen. Admins can pass a form component to the (Repeater) and a collection of records if the component requires a prefilled form. Users can then add more records by clicking a 'New' button. The repeater adds a new record to the screen with the same input fields packaged within the form component. Admins can customize the repeater within flow screens. Configuration options allow users to Create, Clone, Select or Delete records within the repeater.

Documentation

Use the documentation below to configure Form (Repeater) screen components.


Select Object/Form

Use the selectors in this section to select the form component to display.

  • Select Object: this selector displays Object options for all objects with active form components configured. This selector changes the options available within the Select Form selector below.
  • Select Form: this selector displays active form component options configured for the selected Object. Select the form component name used within the (Repeater).

Prefill Records/Template

Use the selectors in this section to prefill records and values within the repeater component.

  • Prefill Record(s) Collection: use this selector to select a collection of records to prefill the (Repeater) or assign an empty collection that will load the (Repeater) without any prefilled values.
  • New Record Template: use this selector to define the flow record variable used as a template for new records within the (Repeater) component. The Form will display new records with prefilled field values defined within the selected template.

Form Properties (Optional)

The following section allows admins to override the default display properties for the form repeater component. Refer to the Form screen component documentation page for configuration guidance.


Repeater Limits

The following section allows admins to define the minimum and the maximum number of records allowed within the repeater component. Setting the Min (records to display) value to 3 will always display at least three visible records. If admins enable the delete option for the component, the delete button is hidden when there are only three records. Setting the Max (records to display) value to 10 will allow users to add up to 10 records to the repeater. Once ten records are added, the "New" and "Clone" buttons will not show, if enabled, preventing Users from adding more than ten records.

  • Min (records to display): sets the minimum number of records allowed.
  • Max (records to display): sets the maximum number of records allowed.

Repeater Properties (Optional)

  • Show Header: enabled this toggled to add a custom header to this repeater. Admins can find the parameters configuring the optional header in the Form (Header) component documentation.
  • Repeater Display Properties: the repeater component displays record(s) within an accordion component. Use the following selectors to override how the configuration of the accordion.
    • Accordion Title: This selector defines the title/label of the accordion button. Reference a text variable, constant, or formula resource. Use static labels or configure dynamic labels by utilizing merge fields wrapped with "." For example " " will display a Contacts name as accordion buttons label/title. Note: this is responsive. If the User changes the Contacts name, the button label will change with the new values.
    • Accordion Collapsed on Load: when enabled, accordion sections will load as collapsed on load or when adding new records via the new or Clone buttons.
    • Prevent Accordion Close: when enabled, accordion sections will be displayed as expanded. Users will not be allowed to close/collapse accordion sections.

Actions

The following section allows admins to configure if Users can add "New" records, "Clone," or "Delete" records within the repeater. Select the toggle next to the corresponding action to enable.

  • Allow New: enable to create new records within the repeater. (Repeater) Headers will display this button. Optionally override the default "New" button label with the "New Button Label" selected value.
  • Allow Clone: enable users to clone existing records within the repeater. This button will display within each record's Accordion Button. Optionally override the default "Clone" button label with the "Clone Button Label" selected value.
  • Allow Delete: enable to allow Users to delete records within the repeater. The record's Accordion Button will display this button. Deleted committed records and records with IDs will be returned within the "Delete Collection" output variable. Use this collection to process records designated for deletion.

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Output Variables

Eight output variables can be assigned to flow resource variables or referenced. If assigned to resource variables, the returned collection variables need an assignment to collection resources defined with the same object type as the repeaters selected "Object" value.


  • Delete Collection: Contains committed records, records with IDs designated for deletion within the repeater component.
  • Delete Collection Size:  Total number of records within the "Delete Collection."
  • Insert Collection: Contains new or cloned uncommitted records and records without IDs.
  • Insert Collection Size:  Total number of records within the "Insert Collection."
  • Prefill Collection: Contains all records, new, cloned, updated, and deleted. This output variable must assign to the same collection used to prefill the repeater component via the "Prefill Record(s) Collection" parameter.
  • Prefill Collection Size:  Total number of records within the "Prefill Collection."
  • Update Collection: Contains all committed records, records with ids, that Admins updated within the repeater component.
  • Update Collection Size: Total number of records within the "Update Collection."

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Form (Repeater) Considerations


  • New and Cloned records return within the output variable labeled "Insert Collection." The Form (Repeater) component does not handle DML (Insert, Update, Delete) operations. Utilize the output collections in conjunction with Flow Insert, Update or Delete elements to manage DML operations.
  • Deleted records return within the output variable labeled "Delete Collection." The Form (Repeater) component does not handle DML (Insert, Update, Delete) operations. Instead, utilize the output collections in conjunction with Flow Insert, Update or Delete elements to manage DML operations. Only committed records and records with IDs will return within the "Delete Collection" variable.
  • The "Prefill Collection" output variable must be assigned to the same collection used to prefill the repeater component via the "Prefill Record(s) Collection" parameter. Assigning the "Prefill Collection" ensures that the repeater component reloads with changed/cached values if a flow screen contains validation errors upon "NEXT" or "FINISH" actions.

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