Dynamic Fields and Show More Buttons

What Are They?

Sometimes there will be a set of custom fields that needs to be filled out multiple times. For example, this can often apply in the case of registration forms, where the payer may want to add multiple registrants to their transaction. This is when dynamic fields can be useful! You can create multiple sets of fields and connect them to a 'Show More' button. A single set of fields will be shown on the form by default, and when the user clicks 'Show More,' an additional set of fields will appear.

Groups and Sets

When creating dynamic fields, you'll need to assign them a group and a set.

Groups: Groups are used to assign sets of fields to a single Show More button. Multiple sets will be assigned to a single group, and each time the Show More button is clicked, the next set of fields in the group will appear.

Sets: A set is assigned to one or more fields to link them together. Each set of fields will all be revealed together when the 'Show More' button is clicked.

You can assign fields and set numbers when editing a custom field.

When you assign one or more fields a group and set number, additional data columns will appear in the custom fields list identifying the field group and set numbers.

Adding Dynamic Fields

1: Open the form editor and navigate to the "Custom Fields" section.
2: Either edit an existing field you want to add to a dynamic fieldset or create a new field.
3: Using the "Group" and "Set" drop-down lists, select the group and set number for this field. If this is the first field you are adding, select the number 1 for both the group and set. Fill out all other required data for the field and click "Apply Changes and Preview."
4: Repeat steps 1-3 for all the fields you want to add to the first set. Navigate back to the Custom Fields list. Drag all the fields from set 1 to the position you would like them to be located on the form before proceeding to the next step.
5: The fastest way to add the number of sets you need is to Duplicate the group. Scroll to the bottom of the Custom Fields List. Below the "Add New Field" button is a "Duplicate Field Group" button. Note that this control will only appear if you have already added a field with a group/set assigned. Select the number of the group you want to duplicate from the drop-down list and click the green text.
6: The next page shows details for the items in the set you will be duplicating. A variable (%X%) will automatically populate the number of the set the new fields belong to distinguish them from those in the other sets. At the bottom of the page, select the number of times you wish to duplicate the group. Keep in mind the total number of sets you want to end up with. For example, if you want to end up with five sets on the form, select to duplicate the group 4 times.
7: Click "Apply Changes and Preview."
8: From the custom fields list, click "Add New Field" and select "Show More."
10: Enter the text you want to display in the button (the default is usually "Show More") and select the group you want to connect the button to (Group 1, if this is your first show more button on the form). Click "Apply Changes and Preview."
9: In the custom fields list, drag the Show More button block to the location you want it to be displayed on the screen. You will see in the preview that all sets except the first one are hidden on the form until the "Show More" button is clicked.

FAQs

Q: Can I add multiple 'Show More' buttons on my form?
A: Yes, you can! To add multiple 'Show More' buttons on a form, make sure that each show more button is associated with it's own group. If you notice your button is affecting fields sets on the page you did not intend, you may need to check that the group number is set up correctly.
Q: What is the %X% variable when duplicating sets on my form?
A: This is a variable that automatically inserts the set number into the new sets. For instance, "Registrant %X%" will become "Registrant 2" for the second set. The variable is not mandatory, and you may delete or rearrange the variable to suit your needs.
Q: Can I change the text in the 'Show More' button?
A: Yes! The text for the Show More button can be anything you want.
Q: What is "Duplicate Group" for?
A: "Duplicate Group" lets you quickly duplicate a set of fields multiple times to get the number of fields you need, rather than needing to add them one at a time.
Q: Why is there an error when duplicating a group?
A: It could be that the form ID is already on the form (for instance, if name%X% becomes name2, and there is already a field with form id name2 on the form, it will not allow you to proceed). Select a form id title that is completely unique.
Q: Why don't I see the 'Show More' button in the form editor preview or on the form?
A: The 'Show More' button will not be displayed until some fields exist on the form that has a group and set number assigned.