Making Forms Smarter: Repeating Field Sets for Products

Overview

Ever wished your forms could do the heavy lifting for you? With TIEIT’s Repeating Field Sets feature, you can associate repeating field sets with specific products. This ensures smooth, dynamic form adjustments based on product quantities selected by customers. Plus, it adds a handy option for auto-filling guest or ticket names with primary contact details. Let’s dive in and make your forms smarter!

In This Article

What Are Repeating Field Sets?

Think of it this way: You’re managing event registrations or product bundles, and customers select different quantities of items. Instead of creating a static form, this feature dynamically adjusts field sets (like attendee details or product preferences) to match the selected quantities.

Why It’s Awesome:

Dynamic Expansion of Field Sets

Let’s break it down:

1. Single Product Logic

When a customer selects a single product, the system expands the field set to match the product quantity.

Example: A customer orders 3 units of Product A.

💡 Result: 3 repeating field sets appear (one for each unit).

2. Multiple Product Logic

For multiple products, the system adjusts the field sets for each product separately.

Example: A customer orders:

• 2 units of Product A
• 3 units of Product B

💡 Result: 2 field sets for Product A, 3 field sets for Product B.

What About Overlaps?

Don’t worry—TIEIT ensures each product is neatly separated, even if multiple products are linked to the same field set. No mix-ups here!

Auto-Fill Guest/Ticket Names from Primary Contact info [Coming soon]

What’s New?

You can now offer a checkbox or toggle switch that lets customers use their billing details for the first ticket/guest name.

Why It’s Handy:

• Saves time for customers.
• Reduces entry errors.

Example: Instead of typing "John Doe" multiple times, the system can automatically fill in the first field based on billing details.

💡 Customizable Label Tip: Want to keep it friendly? Rename the option from “Use Billing Details” to “Use My Info for the First Ticket.”

Step-by-Step: Setting Up Repeating Field Sets for Products

Ready to make your forms more dynamic? Here’s how to configure it:

Step 1: Create a payment form

1. Go to the Forms Module.

2. Click the green + Form button in the top-right corner.

   

3. Name your form, select Standard Form, and click Save.

4. On the form editing page’s left panel, go to Payment Fields and drag Select Your Item to your form.

   

5. A side pane will open, letting you choose Single Product or Multiple Items. Add your product(s) as needed.

   

6. Hit Save & Close to lock in your changes.

Step 2: Link Products to Field Sets

1. From the Form Builder page, add a Repeating Field Set element to your form. For detailed, step-by-step instructions on adding repeating fields to your form, please refer to 'Step-by-step instructions to add repeating fields to your form'. It provides comprehensive guidance to help you configure the feature effectively.

2. Take Repeating field set's edit window, select products to associate using the multi-select option.

   

3. If needed, add the "Use Primary Contact" checkbox or toggle switch in the form settings to enable the Auto-Fill Option and customize its the label to match your brand’s tone.
4. Hit Save to lock in your changes.

Step 3: Check Preview

• Save and preview your form to ensure everything works perfectly.
• Test to ensure product quantities match the correct number of field sets.

Best Practices

Validate Product Associations: Always double-check that the products you link to field sets are properly added to the form.

Simulate Scenarios: Test your form with various product combinations to catch any hiccups before going live.

Keep it Simple for Customers: Use the auto-fill option to make data entry a breeze while ensuring accuracy.

Let’s Make It Happen!

By following these steps and tips, you’ll be creating smarter, more dynamic forms in no time. Go ahead and give it a try in TIEIT—your customers (and your data) will thank you!