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Home → Using LincDoc 3.1+ → eForm Administration → Using Sections

7.9. Using Sections

This topic describes options available when working with form sections on the Admin dialog box's Fields/Section tab.

Proceed to one of the following topics below for more information:

• About Sections
• Creating a Section
• Using Section Attributes
• Dynamically Defining a Section's Long Description
• Moving Fields Between Sections
• Sorting Fields in a Section
• Deleting a Section

About Sections

Sections allow you to logically organize fields within your form. Since any defined section appears in the Data Entry View when a form is being populated, you can use them to make your form easier to understand and complete.

An example Data Entry View, with sections highlighted, is shown below.

Creating a Section

By default, only the OTHER section appears on the Fields/Sections tab. You need to add additional sections by clicking the create new section button.

Clicking this button adds a new section to the top of the Fields/sections list. By default, it is labeled NEW SECTION. You can then rename the section, and define other attributes, as described in the next section.

Note: The OTHER section is simply a placeholder section to hold fields that have not yet been configured or placed in another section. Whenever a new source document is added into an eForm, all the fields are automatically placed in the OTHER section. In addition, this section never appears when a form is executed. In order for an end user to interact with a field, the field must first be moved from the OTHER section to a different section.

Using Section Attributes

Section attributes can be viewed using the Admin dialog box's Fields/Sections tab. They appear on the right side of the tab (the Section attributes area) when a section is selected (clicked) on the left side of the tab (the Fields/sections list).

The following section attributes are available:

• Section name. Represents the section identifier, and appears as the header during completion of the eForm or Document Package.
• Section long description. This description appears immediately under the section name, prior to any section fields, when using the Data Entry View. You can access the edit for this description by clicking the edit button immediately below the large dialog box. HTML syntax may be used to format the description's appearance. You can also create dynamic descriptions by clicking the dynamic button.
  For more information on creating section long descriptions, see Customizing the Long Description Text.
• Condition to display. If desired, configure a condition that will be used to determine whether or not the section is displayed. For more information, see Using the Condition to display Option.
• Calculated heading? Allows for the creation of dynamic section headings based on actual form input. These headings appear on the eForm's or Document Package's Data Entry View (or the Document Viewer).

  Important: The section's heading on the Fields/Sections tab can only be changed using the Section name text box.

  If you click this check box, you can access either the Calculation Wizard or the standard calculation editor via the corresponding arrow button (highlighted above, to the right of the check box). From this point on, you edit the heading's calculation just like any other calculation.

• Column widths. Control the width of the label and data input columns.
• Break after this section in LincDoc Offline? When selected, the subsequent sections are split during data entry into another "page" or tab on a mobile device.

Dynamically Defining a Section's Long Description

You can use conditions and custom text to create dynamic section long descriptions to complement dynamic section names. This option is activated using the dynamic check box in the Section attributes on the Fields/Sections tab.

1. On the Fields/Sections tab of the Admin dialog box, select the section whose long description you want to dynamically create.
2. In the Section attributes area, click the dynamic check box.
   Note: This option only appears when you click a section in the Fields/sections list on the left side of the tab.
   
   The Section long description text box and associated buttons are replaced with a single configure dynamic header button.
   
3. Click the configure dynamic header button.
   The Configure header for dialog box appears.
   
4. Create a dynamic section description by creating a condition and then defining the text for the description.
   1. Create a condition using the options in the condition column. For more information, see Creating and Editing Custom Conditions.
   2. In the header column, specify the text that will be used if the corresponding condition is true using any combination of the following two options:
   • Type text directly in the large text box.
   • Use the drop-down list above the large text box to insert the current user's username, the current user's regular name, or field values from your form.
   3. (optional) Add additional conditions using the + button to the right of the large text box.

      

      Note: The first condition in the list that is true is the one that is used to dynamically create the section header.

   4. Once you are done defining your condition, click save at the top of the dialog box.
      You are returned to the Fields/Sections tab on the Admin dialog box.

Moving Fields Between Sections

Fields can be easily moved between sections in your eForm or Document Package.

In most cases, you can simply drag-and-drop a field in the Fields/sections list on the Fields/Section tab. You can place the dragged field onto the section's name (which will put the field at the bottom of the current fields list in the selected section), or you can drop the field directly within a list of fields in the specific section.

You can also right-click a field in the Fields/sections list, hover over the Move to section option that appears, and select a new section for the field. By default, the field is placed at the end of the current list of fields in the selected section.

Sorting Fields in a Specific Section

You can alphabetically sort all of the fields in a given section on the Fields/Sections tab using the sort fields option. This option is accessed by right-clicking the section whose fields you wish to sort.

In the following example, the NEW SECTION has been selected (right-clicked), and the option has been highlighted. 

Deleting a Section

You can remove any existing section on the Fields/Sections tab using the delete section option. This option is accessed by right-clicking the section that you want to remove.

Caution: All fields within the section are also deleted when you delete the section itself.

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