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The palette offers a rich variety of controls that let you create virtually any form. All controls provide functionality as soon as you drop them into your form and can be customized to suit the form you are designing. The purpose of each control is described below.

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The Date/Time control relies on the timezone of the browser. The time portion will be calculated based on the date and whether or not Daylight Savings Time is observed in that time zone. The Date/Time control type is meant to represent a point in time, so certain functions in the Visual Rule Builder (year, month, day, hour, minute) are not available on this control type.

The Date control is used to denote a day and has no dependencies on time zone.

For example, A time of 5:00 PM is entered into a Time control and a date of 2/5/2014 plus 5:00 PM into a Date/Time control by a user located in the America/New_York (Eastern Standard Time). When the submission is viewed in the EST time zone, the Time Control displays 5:00 PM. This value will not change. The time portion of the Date/Time control also displays 5:00 PM, because it takes on the timezone of the browser (EST) and it is not further adjusted because Daylight Savings Time is not observed in EST on February 5th.

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LDAP customers often use the ComboBox control if they have many users/roles configured on their LDAP server. What if the designer wants to pull a list of users or roles from their LDAP server into a form or workflow for user selection? Using a traditional dropdown control is not ideal especially when you have thousands of users to pick from. The ComboBox control allows users to type characters in the ComboBox control that filter the choices to the entered characters and display those that match. You can also type a value that is not in the list. You may limit responses to the available options by selecting "Options Value Only" (available only for frevvoUsers and frevvoRoles.)

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Drag/drop the ComboBox from the Palette or import it from schema. When you drag/drop the ComboBox from the Palette, it does not have a Control Type property. You cannot change the ComboBox to a different control by changing the value in the Control Type dropdown. You must delete the ComboBox and then add the control that you want. 

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The control options default to "true=Yes" and "false=No". When you drag the control from the palette, only the "Yes" option will be visible. You can change the option labels from Yes and No to whatever you want. It is important to note changes to the label for false are irrelevant as it will never be visible on the form. The option values cannot be changed and will always stay as true and false. Blank labels for options are not allowedChecking the “Yes” checkbox of the Boolean control results in a true value in the XML document.

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titleClick here to see how to map the upload control to your PDF...

 

 

 

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Message Control

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Click the icon to display the editor menus. When the menus are displayed, click the icon to hide them. Image Removed.

 

 

 

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Info
  • The state of the Show/Hide menu items is remembered so if you exit the Message control with the menus showing you will see them the next time you enter the Rich Text editor.
  • If a Message control cannot be edited in the forms/workflow designers, delete it from the form/workflow then re-add it. The control will become editable again due to changes in the handling of certain html tags.

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Warning

Use caution when adding templates and applying formatting to them in the Rich Text Editor. The RTE changes underlying markup. This could result in an HTML tag such as the <strong> tag in the HTML that could disrupt the template. may not recognize it as a template and the templates will not resolve to the entered values.

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  1. Upload custom JavaScript to dynamically load custom fonts to each project or to your tenant. 

     Click here for an example of a tenant custom JavaScript to load the Google Roboto condensed and the trial Century Schoolbook Roman fonts.
  2. Drag and drop a Message Control into your form/workflow.
  3. Add the markup and text to the Message property.

    Code Block
    <h1 style="font-family: 'Century Schoolbook Roman';">h1 style - Century Schoolbook Roman</h1>
    <h2 style="font-family:'Roboto', sans-serif">h2 style - Roboto</h2>
  4. Save and test your form/workflow

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  1. Upload custom JavaScript to dynamically load custom fonts to each project or on the tenant level. 

     Click here for an example of a tenant custom JavaScript to load the Google Roboto condensed and the trial Century Schoolbook Roman fonts.
  2. Stop Live Forms.
  3. Navigate to <frevvo-home>\tomcat\conf.
  4. Edit the frevvo-config.properties file
  5. Add the frevvo.message.rte.extra.fonts property with a value listing the extra fonts in this format:
    1. Each font in the list is delimited by a semi-colon. 
    2. The font itself must be identified by its name in single quotes. Prefix the font name with an optional display name, if desired. Separate the display name from the font name by a forward slash. The display name is used in the font drop down of the Rich Text Editor. If the display name is not provided, the actual font name will be used. 

    3. The font names and font type (sans-serif) on the right side of the equal sign in the example above came from the vendor. Contact the font vendor for the correct information for the custom font(s) that you are using.

      Code Block
      titleExample of the Configuration property for Custom Fonts
      frevvo.message.rte.extra.fonts=Century Schoolbook Roman/'Century Schoolbook Roman';Roboto/'Roboto', sans-serif
  6. Save the file.

  7. Restart Live Forms.
  8. Login as a designer user.
  9. Create/Edit a Project
  10. Create/Edit a Form
  11. Drag and Drop a Message control into your form.
  12. Enable the Rich Text Editor of the Message control by sliding the Rich Text toggle to the right.
  13. Click to show the Rich Text Editor menu
  14. Click on the Font dropdown in the toolbar.
  15. Custom fonts are appended to the standard supported fonts.

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The Rich Text editor will be vertically expanded when you show the menus in Message Controls or any group control that you drop a Message control into that is less than 4 columns wide. 

Message Control in a Repeat

You can drag and drop a Message control from the palette into a repeat or into a section that then gets dropped into a repeat. You can write Rules affecting the Message controls in repeats. Message controls in Repeats can contain templates. Repeat controls containing Message controls can be converted to Tables. Refer to the Control Type property for the details. 

Horizontal Layout using the Message Control

Let's say you wanted to modify a section of your form to reflect a horizontal layout as shown in the image. 

 

One approach would be to use the Table and Radio Controls.  Another alternative is to use three Message controls and three Radio controls. Follow these steps: 

  1. Drag and drop a Panel onto the designer canvas.  
  2. Drop Message controls into the panel for the user instruction and the labels Fellowship announcements, Conferences and workshops and Other major news and events. Select None in the Message Control Type field.
  3. Click on the Style tab. Set the width of the Message Controls to half the size of the panel.
  4. Place 3 Radio controls with Yes/No options to the right of the Message Controls for the 3 choices. Check the Hide Label property for each.
    1. Click the Style tab and enter 50% in the Item Width property
  5. You may have to insert a single line break HTML tag in the Message property to align the Message Control text with the Yes/No options of the Radio Control.

Here is what the form looks like in the Forms Designer:
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 Here is how the form looks in use mode:

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The message informs the designer what the configured limits are so they can take corrective action.

Centering Images using the Message Control

You can add a Message control on the left side of an image uploaded to your form to center the image. Message controls can be set to an empty string. Delete the default text in the message control. Change its Message Type to None. This will add a blank area on the left of that image and move it into the center. Click the Style tab if you need to modify the width of the message control.

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Trigger Control

The trigger control adds a button to your form and is used in conjunction with rules. If your form does not have rules you will not need the trigger control. If your form does have rules, see Triggers & DynamicOptions for details on how to use trigger controls and examples of when you might want to use them.

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The submit control adds a new button to your form that, when clicked, will submit the form. By default, new forms already contain a single submit button labeled "Submit." Submit buttons can only be added to the bottom of the form in a special drag/drop area.

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The background color of the Submit control is controlled by the color scheme and is not customizable. Submit and Cancel buttons are automatically decorated. The Submit button has a darker gradient background color to highlight it compared to the Cancel button.

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Use sections to create groups of controls that users can expand and collapse. Sections are always 12 columns wide when you drag/drop it from the palette and each is itself divided into 12 columns. Click here for more information.

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Click the arrow to expand a collapsed section or to collapse an expanded section in design mode. When users access your form the section can be expanded or collapsed—it’s up to you. If you want the section collapsed initially, make sure it is collapsed when you save (finish) your form. Click anywhere in the Section header to expand/collapse the section in Use mode.

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After you drag a section control into your form, you can drag any other controls inside it — or even another section control. 

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If you have a required control inside a collapsed section, the section label turns red to cue users that they must expand the section and supply the required information before they submit the form.    If you delete a section control while designing your form,  will automatically delete all controls you dragged inside the section. See Optional Sections for details on using the required property with sections and how that affects the validation.

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This group control lets you create a tabbed view as in the example below.

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Tabs are always 12 columns wide when you drag/drop it from the palette and each is itself divided into 12 columns. 

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You can drag in other controls (including other group controls) into any individual tabs.  As you’d expect, users will see only those controls in the currently selected tab—in the example above we dragged the First Name, Last Name, Phone and Email controls into the Customer Info tab, so these will not be visible when users select the Product Info or Shipping Details tabs. When users click the Shipping tab, they see different controls as shown below.

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To move your entire group of tabs to another spot in your form, click the area to the right of your last tab and drag the entire group to the desired location.   Tab controls have some limitations:

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Multiple rows of tabs are not fully supported, so if your tabs spill over to the second row, adjust the width of your tabs and also possibly the Form Width. To edit the tab widths, click the unlabeled area to the right of your last tab; this will display the tab group properties on the left side of the Forms Designer.
Image Removed Type a percentage in the tab group’s Width property field. With five tabs, for example, typing 19% will cause each individual tab to take up 19% of your form’s width. As with panels you must account for space consumed by tab borders—so if you try to set the width to 20% the five tabs won’t fit on one row.
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Panels

Columns can be created with or without the use of the panel control. Click Multi-column Form Layout for an in-depth discussion about this topic. When you drag/drop a panel control on the canvas, it will Panels have a default width of 6 columns. Notice panels do not have a label. You can identify a panel in the designer by the panel icon seen on top-left header.

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Let's make a three-column layout using panels, where the first column is twice the width of the other two. Drag/drop a section onto the canvas. Simply drag/drop the first panel into the section. It will have a width of 6 columns. Drag a second panel to the right of the first and drop it when you see the green right arrow. Change the width of the second panel to 3 columns.  

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Drag the third panel from the palette over the second panel and drop it when  you see the green right arrow. This panel will automatically adjust to a 3 column width to fill the remaining space in the section. Since panels are group controls, you drag other controls inside them.  Below are three panels that have been dragged in to the palette for use in a three-column layout. Inside the first panel is a text control (cityCity), a dropdown control (stateState) and another text a number control (zipZip Code.)

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If you want to rearrange the order of your panels,drag the panel you want to move across the other panels in the direction you want to go and drop it when you see the green arrow. For example, the image below shows the panel for State being moved to the left of the panel for Zip Code.

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Once the panel for State is dropped, it will look like this:

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You can no longer label panels in the form designer. Panels themselves are not visible to users or to you when you test or preview your form. Only the controls inside your panels are visible; these controls will be organized visually according to the width of the panels. The width of panels can be 1-12 columns, as desired. Each panel is itself divided into 12 columns irrespective of its width. Panels do not take up visible use mode space i.e. have a 6 column control outside a panel and a 12-column control inside a 6-column panel take up exactly the same width.

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You can drop another control in between two panels. In the image below, two panels 4 columns wide were dragged/dropped on the canvas. A Money control is dragged/dropped on the canvas and the width is changed to 4 columns. Moving the first panel to the left of the the Money control and dropping it when the  up green arrow appears will put the Money control in between the two panels.

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If you delete a panel  automatically deletes any controls you’ve dragged inside it.

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A table/grid layout in a form is a useful space saving technique. The use of panels to create columns can be replaced by using the table control. This control makes table/grid form layout easy by allowing you to create a table with user designated columns and rows. You can edit the table name, column names, drag and drop new controls from the palette, and set the widths of the columns. You can control the number of rows in the table by clicking on Add/Remove icons that appear to the left of the first column in the table. You can hide the delete icon to eliminate deletion of a row in a table rows using the deletable property or allow only a certain number of items based on user input using a business rule. You can also use business rules for computed values, enabling/disabling fields, showing/hiding fields etc. When tabbing through a form, use Shift-Right arrow or click on a table cell to begin tabbing into a table. Tables are always 12 columns wide when you drag/drop it from the palette. Table controls do not have an identifying icon like Panels and Repeats do.

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When you drag the table control into your form, the control will have three rows and three columns. The Table is assigned a default name i.e.Table95. The columns will display the default names of col 0, col 1 and col 2 respectively. The  and   icons will display for each row in the table, allowing addition and deletion of rows. Deleting all the rows will result in a table with one row. Notice the name of each tables column is unique.

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Warning

It is strongly recommended that column names in a table be unique.

Rearrange table columns by clicking on the green bidirectional arrow that appears when you click in the column heading of the column that you wish to move. For Example, to move the “Years Acquainted" column to the left of the “Business” column in the table, click the green  arrow in the "Years Acquainted" column until it reaches the desired position. Columns will move to the to the left or right until the last column position in each direction in the table is reached.

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There is a property panel for the table and a separate panel for each column and cell in the table. Labels for the table control will not display in Use mode.

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Designers creating accessible forms/workflows can use the Summary property to specify extra help text that will be announced by Assistive Technology tools.

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The table control has some limitations:

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Other controls can be dragged into the table (Dropdown, Radio, Checkbox, Message, Text, Text area, Date, Email, Money, Phone, Quantity, Number, T/F). Drag the control from the palette. The new control will appear as a column positioned to the right of the column where it is dropped. For Example, a date control can be dragged from the palette and dropped over the Description of Expense column. Adjust the column widths in the table if necessary. Notice that the cells in the added control column do not have the Required property checked. The form designer must set the Required property as appropriate for newly dragged columns.

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Help  Help icons for a column with a label that has multiple lines may not align properly. Adjust the column widths if possible. 

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Note

Adding columns to a table generated from schema is not allowed.

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Add/Remove icons will automatically appear to the left of each row in the table. Click  on the   icon to append a row to the bottom of the table until the number of rows reaches the Max # value specified in the property panel. The image below shows an Expense Report created using the Table control. The Min # property is set to zero and the Max # is set to 10. Nine expense items can be specified in the table as shown. One more row can be added by clicking the icon.

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When   When  the table consists of 10 rows,  the the  will  will icon will disappear and the the  icon  icon will remain. Clicking on the the  icon  icon will delete one row from the bottom of the table. The minus icon will become a when the  when the Min # value  value is reached or there is only one row in the table. 

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The Table control can also be used for static grids where the number of rows is fixed. Set the Min # equal to the Max # and the Add/Remove icons will not display. The image below shows a table control in a Time Sheet form. Users enter the work data into the grid and are not able to add /delete rows.

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Note

The Min/max fields for table created from schema are not editable. See Setting Properties for more Information.

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Check the Prompt property checkbox on the Table control Properties panel to display a confirmation message if users attempt to delete a table row. The text of the message can be customized in the Prompt Msg property.The Prompt Msg property is only visible when the Prompt property is checked.

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At runtime,  displays the prompt when the user attempts to delete a repeat item if the Prompt property is checked. This applies to Table rows and Repeat items. If the user selects Ok the item is deleted. Selecting Cancel aborts the delete.

The Prompt Msg and the labels of controls included in a Repeat are available in the form level downloadable text strings file for localization.

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Table Column Properties

Columns in a table may require different properties depending on your specifications. There is a properties panel for each column where the properties shown in the image below can be selected. Checking a property on the column property panel will apply the selection to all the rows in that column in the table.The Visible property is available at the column level and can be used to Show/Hide a column at runtime using a business rule. If you have a dropdown, radio or checkbox control in your table the required and comment properties are selectable on the cell property panel.

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Note

Labeling column headers, must be done from the properties pane – in place edit of column headers is not possible.

Modifications made to one cell in a table on the cell property panel will be replicated in all the rows of the column in the table. The Control Type drop down , provides choices to change the type of control from a text control to one of the following types: Email, Money, Phone, Quantity, Number. Changing the Control Type of one cell will change the control type for all of the cells in the column of the table. For example, all of the cells in a column in a table that will be used to collect mileage information can easily be changed to number controls by selecting that choice in the Control Type dropdown on one of the cell property panels.  

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Required cells in a table will display in the edit and test modes with a yellowish background color as shown. When you drag the table control from the palette into your form, all cells are marked required. Individual cells can be designated as required/optional by checking/unchecking the required checkbox on each cell property panel. Changes made to the required property in one cell in a column will add/remove the requirement from all the cells in the column. Refer to Setting Properties for more information.

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Error  Error messages for invalid data in a table will display one at a time. 

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Column Widths

Column widths can be adjusted using the Column Widthproperty found on the table Style Properties tabTo edit the column widths, enter a value in percentages (Ex: 50%), or px values, separated by a space, for each column in the table. For Example, the Name and Business columns have a width of 25% of the Form Width while the Address and Phone column is set to 30%. The Years Acquainted column is set to 10%. 

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Here is how the Table control looks with these column widths.

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Tip

Set the column widths explicitly at the table level for consistency in html and print view.

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Dragging a message control from the palette and dropping it into a table will provide a column in the table that can be used to label the table rows. Move the message column to the desired position. The text of the message control of each cell in that column can then be set as desired.  The days of the week in the Day column of the Timesheet form shown below is an example of using the message control with modified text for row labels. Remember the Rich Text Editor is available for easy creation of your Message control content.

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A Message Control dropped into a table will not have hint, help, or enabled properties. Be sure to check the "hide label" property if you have a message control as a column in your table and you do not want a column label on it. The column label will be hidden in use and edit modes if "hide label' is selected. 

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Let's say you wanted to modify a section of your form to reflect a horizontal layout as shown in the image. Image RemovedYou can use a Table control with Message and Radio controls to accomplish this. Follow these steps: 

  1. Drag a Table control from the palette and drop it on the designer canvas.
  2. Drag a Message control from the palette and drop it into the table to create a column. Click on the column header and check the Hide Label property on the Settings tab. Delete unwanted columns.
  3. Modify the rows of the Message control column for the labels. The Rich Text Editor is available for easy creation of your Message control content.
  4. Drag a Radio control from the palette to the canvas. 
    1. Set up the Yes/No options for the Radio Control.
    2. Specify the item width on the Style tab so that the options display horizontally.
  5. Drop the Radio Control into the table to make a second column. 
    1. Click on the column header and check the Hide Label property.
  6. This is what the table will look like in Use mode. 
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Repeats

Say you want users to be able to enter one or more addresses, phone numbers, or other data. With repeating controls, your form can dynamically display as many controls as a user needs rather than always showing extra input controls that may not be needed. You can write a business rule to allow only certain number of items based on user input.

Repeat controls do not have a label. You can identify a repeat control in the designer by the palette icon for a repeat seen on top-left header. Repeats are assigned a name by default i.e. Repeat96 Repeat 417. 

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Repeats are always 12 columns wide when you drag/drop it from the palette and each is itself divided into 12 columns. Click here for more information.

Drag the repeat control into your form and then drag another control into the repeat control just like you would for sections, tabs or panels. When the control is inside your repeat control, click the control to see its properties (on the left hand side of the Forms Designer). Notice that two Settings properties have been added to the properties you normally see for the control: Min# and Max#. These properties default to 0, 1. You must change them as described below to make the control repeat.

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These minimum and maximum properties control the behavior users will see on the form. In the example below we’ve set the phone control min # to 2 and the max # to 5, so when they access the form users will see two phone controls and both will be required. Also, both will have an  icon; clicking this automatically displays another phone control. If you click during design, the min # property will be incremented automatically. The  icon above each control is optional and appears because we set the phone control's Help property.

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It is often helpful to tell the user how to add additional repeat items. You can easily do this by dragging a message control into the form with the following text:

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Thus it is not enough that 2 items contain values when min# is 2. The 1st two items must contain values.

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If users elect to supply the maximum number of values, after all controls are displayed, the icons  icons will disappear from the form and only the icons will remain.

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You can have multiple controls inside a repeat. To do this, first add your controls to a section control, and then drag the section into the repeat control. Only one section is allowed inside a Repeat control.

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Tip

If you need to add more controls to the section, you must first drag the section back out of the repeat. Add the additional controls, and then drag the section back into the repeat. Panels are the exception: you can drop a panel into a section without first dragging the section out of the repeat

If you add a control from a repeating element that was uploaded as part of a schema (maxOccurs > 1),  automatically will generate a repeat control and nest the repeating item in that control. The repeat control will automatically enforce the minimum and maximum occurrence constraints. When referring to repeat controls in various places such as Form Action display message, you must use a special template syntax. See templates for repeat controls for the details.

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Check the Prompt property checkbox on the control inside a Repeat control Properties panel to display a confirmation message if users attempt to delete a repeating item. The text of the message can be customized in the Prompt Msg property.The Prompt Msg property is only visible when the Prompt property is checked.
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At runtime,  displays the prompt when the user attempts to delete a repeating item if the Prompt property is checked. If the user selects Ok the item is deleted. Selecting Cancel aborts the delete.

The Prompt Msg and the labels of controls included in a Repeat are available in the form level downloadable text strings file for localization.
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If you have more than one control inside a Section that is dropped into a Repeat control, these properties will show on the Section Properties panel.

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