Repeating Field Groups

You can create repeating groups of related form fields to collect multiple instances of the same data type. For example, instead of adding five separate “Owner” sections to your form, you can create one “Owner” field group containing fields like name, email, and phone number. Clients can then add as many owners as needed using this single, repeatable field group.

How Repeating Field Groups Work

Repeating Field Groups let you bundle related questions into a single, repeatable unit. For example, instead of adding five separate “Owner” sections to your form, you can create one Owner field group containing all the relevant fields (like name, email, and phone number).

When your client fills out the form, they’ll see an “Add another” button below the group. Each time they click it, a new set of those fields appears. Each entry is numbered and has its own remove button, so clients can delete one entry without starting over.

This means:

• A more flexible client experience – Clients can provide as much or as little information as needed, without being forced through irrelevant or redundant fields.
• Cleaner, simpler forms – Instead of cluttering forms with multiple duplicate fields, you can create a single, expandable group.
• Less admin setup – You and your team don’t need to build separate fields for every possible scenario. One group handles them all.
• Better organized data – Each entry is kept structured and distinct, making it easier to reference later.

Now, your form can adapt dynamically to the client’s needs — whether they’re entering one response or ten.

How to Set Up a Repeating Field Group

1. Add a Field Group

Select a form you want to edit from the Forms page (or build a new one), click "Add New" and select "Repeating Field Group" from the option menu.

Click the Group Label area to name your group.

2. Add Fields to the Group

Inside the group, click the "Add New" option to insert any field you want to include. Some examples include:

• Multiple Contacts: Gather names, emails, and roles for any number of team members or stakeholders involved in the project.
• Multiple Locations: Collect structured address details for each of your client’s offices or service areas.
• Multiple Products or Services: Let clients submit key info for each product, service, or asset without cluttering your form layout.

Additional Features

Once your form is saved, attach it to a task or Portal Tab to share it with your clients!

You can also:

• Apply conditional logic to entire repeatable groups or individual fields within them
• Drag and drop fields into the group to organize them
• Duplicate the entire group if you need to reuse the structure in another section of the form.
• Export the form data and see each group submission in the table structure

3. Name the "Add another" button  

Click the gear icon at the top of the group and choose Field group settings. Make sure Repeat field group is on, then enter what each entry is called, like "team member" or "office location." Clients will see it on the button, for example "Add another team member." Forms built with the AI form builder get this set up for you, and you can rename it here anytime.