Submissions: Handling Repeating Data

Repeating Data


There are four approaches to handle repeating data in Sync & Save:
  1. Create one record per repeating section row (default).
  2. Create one record per submission with unique names for each field in the repeating section(s).
  3. Combine repeating sections based on the order of entry.
  4. Multiply repeating sections so that all possible value combinations are produced.
For this topic, there is no difference between data from Repeating Section controls and Table controls.

This setting is controlled with the Repeats option:


One Record Per Repeat

If you select One Record Per Repeat, and you have repeating sections in your mobile form, then Sync & Save will create a new record for each entry in the repeating section. For example, if you have a mobile form that is used to enter an invoice that includes two repeating sections, one for items and one for credits, you might enter some data on your mobile device that looks like the following:

Customer: Acme Corp.
Invoice Date: 7/9/2012
Repeat: Items
Item: Large Widget

Quantity: 4
Repeat: Items
Item: Small Widget

Quantity: 2
Repeat: Credits
Credit Item: Return Credit

Credit Amount: 30
Repeat: Credits
Credit Item: Payment Credit

Credit Amount: 10

If you created the following Sync & Save export format:

  • 1   {Customer}
  • 2   {Invoice Date}
  • 3   {Item}
  • 4   {Quantity}
  • 5   {Credit Item}
  • 6   {Credit Amount}

The resulting data would be:

CustomerInvoice DateItemQuantityCredit ItemCredit Amount
Acme Corp.7/9/2012Large Widget4

Acme Corp.7/9/2012Small Widget2

Acme Corp.7/9/2012

Return Credit
30
Acme Corp.7/9/2012

Payment Credit
10

Note that you do not need to bring over fields from repeating sections more than once, unless you want them to show up in more than one column.

One Record Per Submission


If the One Record Per Submission option is selected, then Sync & Save will give each field in a repeating section a unique name by adding a number to the field name. This naming format matches the names visible on the View Data tab of the doForms portal. The Resulting fields from the above scenario would be:
  • Customer
  • Invoice Date
  • Item(1)
  • Quantity(1)
  • Item(2)
  • Quantity(2)
  • Credit Item(1)
  • Credit Amount(1)
  • Credit Item(2)
  • Credit Amount(2)
If you created the following Sync & Save export format:
  • 1   {Customer}
  • 2   {Invoice Date}
  • 3   {Item(1)}
  • 4   {Quantity(1)}
The resulting data would be:
CustomerInvoice DateItem(1)Quantity(1)
Acme Corp.7/9/2012Large Widget4
If instead you created the following Sync & Save export format:
  • 1   {Customer}
  • 2   {Invoice Date}
  • 3   {Item(1)}
  • 4   {Quantity(1)}
  • 5   {Item(2)}
  • 6   {Quantity(2)}
  • 7   {Credit Item(1)}
  • 8   {Credit Amount(1)}
  • 9   {Credit Item(2)}
  • 10  {Credit Amount(2)}
The resulting data would be:
CustomerInvoice DateItem(1)Quantity(1)Item(2)
Quantity(2)Credit Item(1)Credit Amount(1)Credit Item(2)Credit Amount(2)
Acme Corp.7/9/2012Large Widget4Small Widget
2Return Credit
30Payment Credit
10

Combine Repeats


If the Combine Repeats option is selected, Sync & Save will combine multiple repeating sections based on the order of the lines in each repeating section.

If you created the following Sync & Save export format:
  • 1 {Customer}
  • 2 {Invoice Date}
  • 3 {Item}
  • 4 {Quantity}
  • 5 {Credit Item}
  • 6 {Credit Amount}
The resulting data would be:
CustomerInvoice Date
ItemQuantityCredit Item
Credit Amount
Acme Corp.
7/9/2012
Large Widget
4Return Credit
30
Acme Corp.
7/9/2012Small Widget
2Payment Credit
10
Note that if this option is selected when there are nested repeating sections (one repeating section inside another repeating section) only data from the first row of the nested repeating section will be exported.

Multiply Repeats


If the Multiply Repeats option is selected, Sync & Save will multiply all repeating sections together in order to produce all possible value combinations.

If you created the following Sync & Save export format:
  • 1 {Customer}
  • 2 {Invoice Date}
  • 3 {Item}
  • 4 {Quantity}
  • 5 {Credit Item}
  • 6 {Credit Amount}

The resulting data would be:

CustomerInvoice DateItemQuantityCredit ItemCredit Amount
Acme Corp.7/9/2012Large Widget4Return Credit
30
Acme Corp.7/9/2012Large Widget4
Payment Credit
10
Acme Corp.7/9/2012Small Widget
2
Return Credit
30
Acme Corp.7/9/2012Small Widget
2
Payment Credit
10

Walkthrough

  1. Introduction
  2. System Requirements
  3. Main Screen
  4. Submissions: Adding A New Job
  5. Submissions: Configuring the Export Settings
  6. Submissions: Setting Up the Export Format
  7. Submissions: Using The Submissions Tab
  8. Submissions: Dealing With Errors
  9. Submissions: Handling Repeating Data
  10. Submissions: Exporting To Text Files
  11. Submissions: Exporting To Sql Server, MySQL, Oracle, Access, Sybase ASE, or ODBC
  12. Submissions: Exporting To Excel
  13. Submissions: Exporting To PowerPivot For Excel
  14. Submissions: Exporting to Word
  15. Submissions: Exporting To QuickBooks
  16. Submissions: Exporting To QuickBooks Customer
  17. Submissions: Exporting To QuickBooks Estimate, Sales Order, Invoice, Sales Receipt
  18. Submissions: Exporting To QuickBooks Vendor
  19. Submissions: Exporting To QuickBooks Purchase Order
  20. Submissions: Exporting To QuickBooks Item Receipt
  21. Submissions: Exporting To QuickBooks Bill
  22. Submissions: Exporting to QuickBooks Receive Payment
  23. Submissions: Exporting To QuickBooks Time Entry
  24. Submissions: Exporting To QuickBooks Online
  25. Submissions: Exporting To QuickBooks Online Customer
  26. Submissions: Exporting To QuickBooks Online Estimate, Invoice, Sales Receipt
  27. Submissions: Exporting To QuickBooks Online Vendor
  28. Submissions: Exporting To QuickBooks Online Purchase Order
  29. Submissions: Exporting To QuickBooks Online Bill
  30. Submissions: Exporting to QuickBooks Online Time Activity
  31. Submissions: Exporting To Sage 50 (Peachtree)
  32. Submissions: Exporting To Sage 50 Quote, Sales Order, Sales Invoice
  33. Submissions: Exporting To Sage 50 Customer
  34. Submissions: Exporting To Sage 100 (MAS 90 / MAS200)
  35. Submissions: Exporting To Sage 100 Sales Order, SO Invoice, AR Invoice
  36. Submissions: Exporting To SharePoint
  37. Submissions: Exporting To Salesforce.com
  38. Submissions: Exporting To Evernote
  39. Submissions: Exporting Attachments
  40. Submissions: Exporting PDF Report
  41. Submissions: Exporting A Specific Date Range
  42. Submissions: Filtering Submissions
  43. Submissions: Archive
  44. Submissions: Approve Before Exporting
  45. Submissions: Working With Date And Time Values
  46. Submissions: Working With Select One and Select Multiple fields
  47. Submissions: System Fields
  48. Submissions: Handling New Versions Of A Form
  49. Submissions: Networkfleet
  50. Submissions: Fleetmatics
  51. Lookup Table: Adding A New Job
  52. Lookup Table: Settings
  53. Lookup Table: From A Sql Source
  54. Lookup Table: From A File Source
  55. Lookup Table: From QuickBooks
  56. Lookup Table: From QuickBooks Online
  57. Lookup Table: From Sage 50
  58. Lookup Table: From SalesForce.com
  59. Lookup Table: From A SharePoint List
  60. Lookup Table: From NetworkFleet
  61. Lookup Table: From Fleetmatics
  62. Lookup Table: Filtering Records
  63. Dispatch: Adding A New Job
  64. Dispatch: Settings
  65. Dispatch: Format
  66. Dispatch: From An SQL Source
  67. Dispatch: From QuickBooks
  68. Dispatch: Tables And Repeating Sections From An SQL Source
  69. Dispatch: From A File Source
  70. Dispatch: Tables And Repeating Sections From An XML Source
  71. Dispatch: From Salesforce.com
  72. GPS: Adding A New Job
  73. GPS: Configuration
  74. Options: Calculations
  75. Options: Encryption
  76. Options: Proxy Server
  77. Options: Email Notifications
  78. Connecting to Sharepoint.com
  79. Connecting to Sharepoint
  80. Connecting To Cloud File Systems
  81. Connecting To SFTP
  82. Connecting To QuickBooks
  83. Connecting To QuickBooks: User Account
  84. Calculating tax on a form for QuickBooks
  85. Scheduling Jobs
  86. Job Log
  87. Run Jobs From An External Application
  88. Sending Information To Support
  89. Sending Job Configuration to Support
  90. Licensing
  91. Upgrading
  92. Backing Up And Restoring
  93. Webservice Quota
  94. Release Notes
  95. Release Notes 1.15.x
  96. Release Notes 1.14.x
  97. Release Notes 1.13.x
  98. Release Notes 1.12.x
  99. Release Notes 1.11.x
  100. Third Party Software

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