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Corfix Form Builder: Using the Edit Grid Component.

This article will summarize how to use the Edit Grid component within the Corfix Template Builder to collect repeatable lists of information.

Overview & Explanation

The Edit Grid is a powerful tool designed to collect lists of data in a structured way. While a standard text field only allows for one answer, an Edit Grid lets you add as many rows of information as you need. For example, if you need a worker to list every hazard they see on a site, an Edit Grid allows them to click "Add" for each individual hazard, keeping the final form organized and easy to read.

Where to Find It

In the Corfix Template Builder, drag the Edit Grid component into your form. Click on the component to access the configuration panel, which features four main tabs: Display, Data, Validation, and Conditional.

1. Display Tab

The Display tab controls the visual appearance and user interaction for the grid.

  • Label: The title of the grid (e.g., "List of Equipment").

  • Add Another Text: Customize the text on the button the worker clicks to add a new row (e.g., "Add New Entry").

  • Save Row Text: Customize the button used to save an individual row (e.g., "Save Hazard").

  • Display as Modal: If checked, the entry form opens in a pop-up window. This is highly recommended for mobile users to keep the screen uncluttered.

  • Hide Label: Removes the title from the form view if you prefer a cleaner look.

2. Data Tab

The Data tab manages how the information is stored.

  • Default Value: Pre-fills the grid with specific rows when the form is first opened.

  • Persistent: Ensures the data is saved in the database for later reporting.

3. Validation Tab

The Validation tab ensures the worker provides the necessary amount of information.

  • Required: If checked, the worker must add at least one row before they can submit the form.

  • Minimum Length: Set the minimum number of rows required (e.g., "Must list at least 2 team members").

  • Maximum Length: Limit how many entries can be added to the grid.

4. Conditional Tab

Use this tab to show or hide the entire Edit Grid based on a previous answer in the form.

  • Example: You can set the "Repair List" grid to only appear if a worker selects "Yes" on a previous question asking "Does any equipment require maintenance?"

Best Practices for Edit Grids

  • Use Clear Button Labels: Instead of "Add Another," use specific calls-to-action like "Add Hazard" or "Add Tool" to guide the user.

  • Enable Modal View: Always use Display as Modal for forms intended for mobile use to prevent long, confusing scrolling.

  • Nest Components Wisely: Remember to drag other fields (text boxes, dropdowns, etc.) inside the Edit Grid box in the builder; these become the "columns" of your list.

  • Set Minimums for Safety: For critical logs like site attendees or hazard IDs, use the Validation tab to require a minimum number of entries.