Our call center customers are so enthusiastic about Zingtree that we get some awesome feature requests. In particular, more and more operations are using decision trees for collecting data. One essential part is to be able to collect information on an indeterminate number of items.
For example, an insurance application may need to collect names and ages of each family member – be it one or twenty. Zingtree’s Repeating Forms capability fulfills this need.
How Repeating Forms Work
Quick dive: Try this demo tree from the Gallery.
The details: A node can collect multiple forms, one at a time. First, the agent starts with one form:
The agent can click Add Another to enter a second family member:
This can continue for multiple family members. At the end of the process, when the agent clicks the Continue button in this tree, the tree’s session will data variables set for each family member, like so:
Configuring Forms for Repeat Entries
When editing a node, there’s an option in the Data Entry Fields part to configure repeating items. Here are the details:
- Edit the node with the form you want to make repeating.
- In the Data Entry Fields area, click the Repeat Form option:
- Enter the maximum number of items to repeat (up to 50):
- Click Save Changes to save your work.
That’s all you need to do! The data variable names for your repeating forms will have an underscore and an item number at the end. So, in the example above, the variables for name and age will be name_1 and age_1, name_2 and age_2, etc.
Please note: File Uploads are not available in repeating forms.
Thanks again to Tom K. for the great feature suggestion. While your trees can gather repeating items, great ideas like this need to be repeated only once to make it into the product.
So if you have a killer suggestion, please share!