Description:
To help organise your inspections and audits, items can be added to sections. You can create your own sections within a template and these sections will then appear in any lists which you create using that template.
This article describes how you can add items to new sections, move items between sections and manage the sections.
Notes:
- Item sections are not available on Starter and Personal plans.
- You will only be able to change which item a section belongs to if you have permission to edit that item (either you have Full access to the list or you created the item).
Contents:
This article covers:
- Adding & moving items to new or existing sections
- Renaming sections
- Reordering sections
- Limiting which status options are available for a section
- Deleting sections
Guide:
1. Adding & moving items to new or existing sections
1.1. Go to the template which you would like to organise into sections.
1.2. Tap the Item actions button located on the left-hand side of the toolbar at the bottom of your screen.
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1.3. Choose Add items to section from the menu which pops up. Your items will now move over to the right and reveal their checkboxes.
1.4. Check the items which you would like to add to a section and tap the ✓ which is now located in place of the Items actions button on the left-hand side of the toolbar at the bottom of your screen.
1.5. You will be presented with the Sections popup. You can now either:
- select existing sections to add the selected items to, or
- create a new section by typing the name of your new section into the Filter or add new box
6. Once you have chosen the section to add the selected items to, tap Done. The items will now be added to the chosen section.
2. Renaming sections
2.1. Each section can be managed using the Section actions button which is located on the right-hand side of each section header. Tap on the ⋯ to open the section actions.
2.2. Select Rename section from the list of actions. You will now be presented with the Rename section popup. Edit the name of the section and tap Save when you are done. The section name will be updated.
3. Reordering sections
3.1. Each section can be managed using the Section actions button which is located on the right-hand side of each section header. Tap on the ⋯ to open the section actions.
3.2. Select Reorder sections from the list of actions. You will now be presented with the Update items sections page. Use the handles on the left-hand side of each section to drag the sections into a new order.
3.3. Tap Save when you are done. The ordering of the sections on the list will be updated.
4. Limiting which status options are available for a section
In order to create more complex inspections, it is possible to use different status options in different sections. An example use case for this would be a section of questions with Yes/No answers which is followed by a section of snags which want to use the Incomplete/In progress/Complete status options.
4.1. To start, create a custom status group with all of the possible status options that will be used across the sections. See Customise status options for details on how to create a custom group.
4.2. Use the custom status group on the template. See Update a list template's details, settings, tags & status options.
4.3. Follow steps 1.2 to 1.6 under 1. Adding & moving items to new or existing sections above to create some sections in the template.
4.4. Each section can be managed using the Section actions button which is located on the right-hand side of each section header. Tap on the ⋯ to open the section actions.
4.5. Select Limit section status options from the list of actions. You will now be presented the Limit section status options popup. Use the checkmarks to limit the options for this section as required.
4.6. Tap Done when you have selected the correct options. When you use the template, it will now only be possible to assign the selected statuses to any items in this section.
5. Deleting sections
5.1 Each section can be managed using the Section actions button which is located on the right-hand side of each section header. Tap on the ⋯ to open the section actions.
5.2 Select Delete section from the list of actions. You will now be presented with an 'Are you sure' alert. Tap Yes, delete to confirm your choice and delete the section.
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