November 2023 Upgrade Features
Watch below or here.
Released on: Tuesday, Nov. 7, 2023
Upgrade Webinar Slide deck
Release Summary
With this release, sections will be added to all existing survey data forms and note type forms. Sections act as containers for groups of related fields. From a data entry perspective, they help organize information and break up the monotony of a single long form. For administrators and survey builder, sections provide more options for managing how information is presented as an individual section may be collapsed by default or open.
As we develop skip logic for Compyle forms later this year, sections will allow rules to be applied to groups of fields instead of only on a field by field basis. This will simplify rule creation and management.
Form Sections
Section Properties
Sections, like custom fields, have a number of properties that can be edited when editing survey or note fields. Sections can be renamed. They can be set to be either collapsed or expanded by default. If information is only gathered sometimes for a group of fields, they could be moved to their own collapsed section so that they take up less space when not needed.
Fields can be moved from one section to another. When survey fields are moved to a new section, only new survey instances will show the new arrangement. Earlier survey instances that started before the fields were reordered will continue to show the earlier arrangement. This is similar to how new fields only appear in new survey instances and not those from before the fields were created. (Sections cannot currently be reordered. Instead, a new section can be created and the fields moved to the new section. Then the unwanted section can be hidden.)