Why use repeat sections in your custom reports ?
Repeat sections are useful when your operator has to repeat the same action several times.
Using the tags of the repeat sections, you can display the datas collected thanks to those actions.
What is a tag ?
Using Ermeo, you can customize your reports in Word or Excel format. We use a tag system to insert data from interventions into your reports. A tag is a code used to identify a widget.
To recover all of these tags, there are two solutions :
1. Each widget of your form has a tag. You must click on the tag button to retrieve this tag.
2. Each form has a configuration file. The configuration file contains all the tags of the bricks making up your form. This file can be found on the home page of your form.
Why the tags for repeat sections are different ?
The tags designating the content of a repeat section must be placed between a ## repeat_section: start ## tag and a ## repeat_section: end ## tag.
Example :
- A repeat section with the tag: ## repeat_section_reference ##
- A task contained in the repeat section, with the tag: ## ref_task ##
The tags must be placed in the following order within the personalized report :
- ## repeat_section_reference: start ##
- ## ref_task ##
- ## repeat_section_reference: end ##
The "start" and "end" tags should only be entered once. Everything between these two tags will be repeated. Between the start and end tags, you can place as many tags as you want
In practice, how do I display repeatable sections in my custom reports?
Context : Imagine a company that must inspect a site. For each engine encountered on the site, the field operator must record the engine power. He will have to do this action several times.
The company wants to collect the different power readings in an Excel file which will constitute a personalized report.
1. In a form, drag and drop the "Repeat section" widget. Name the "Repeatable section"
2. Within this repeat section, drag and drop the "Number" widget. Name the "Motor Power".
3. Download the configuration file.
4. Copy and paste the various tags, within your personalized report frame in Excel format.
Please respect to follow the following frame :
- ## repeat_section_reference: start ##
- ## ref_task ##
- ## repeat_section_reference: end ##
5. Import the custom report frame.
6. Start an intervention with the form created.
7. For each engine encountered click on "Add". The "Add" button allows you to add an instance to your repeatable section. Click on "Add" as many times as you want.
8. Download the report of your intervention with the report template imported previously.
9. The different readings made appear on your custom report.
To go further
- To display the section title, place the ## ref_section_repetable: title ## tag.
- The "start" and "end" tags do not display any text.
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