Add a subform in Report Builder

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Overview

You can add a subform to your PDF report in the Report Builder. This is useful when a submitted form includes a subform and you want its data mapped to your PDF report. For example, if you have a subform for a list of inspected equipment and you wanted these details in your report, you could make a table similar to the example image. Then, you need to map the subform details on top of the table.

Table mapped to a subform in a PDF report

How to add a subform to your PDF report

  1. On the table you have for your report template, select your desired field and adjust the bounding box handles.

    Bounding box handles adjusted for a field on the report template table

  2. To add another field, you can copy and paste the first one and adjust it to fit.

    • When clicking and dragging a field, it will snap into place to align with other fields next to it.

    • When you select more than one field at once (by clicking and dragging or by holding down Shift and multi-selecting), the Tools menu will become available for more options:

      Tools menu options available when multiple fields are selected

  3. Change the instance number so that it populates the second instance into the table when the subform is filled out.

    • You can also select multiple fields at once to assign instance numbers to multiple fields.         Multiple fields selected to assign instance numbersInstance numbers assigned to selected fields

Subform data populated in the PDF report table using instance numbers