Auto populate repeating section of forms

Hi Sunita,

Yes this is absolutely possible using the repeating section default values settings as described in this help page: https://help.nintex.com/en-US/nwc/Content/Designer/FormControls/Repeatingsection.htm. However there is a subtle nuance with Salesforce so read on here.

The linked help page describes that you can connect to dynamic repeating data which is usually supplied in a collection.  The number of repeating rows dynamically changes depending on how many items there are in the collection without you having to code anything.

One assumption that the help page doesn’t describe is the repeating items must be at the root of the object and in Salesforce’s case, it’s not at the root so we’re going to use the instructions on that page for using a text collection.

I know you’ve already created on data variable to retrieve all the Types and I assume you’ve populated a choice single control with these types.  Create a second data variable to retrieve the items associated with the type and create a condition to filter based on the Type. i.e. only retrieve the items where type = the type you selected in your choice single control.

Create a text form variable, lets call it “Items as text” and convert your collection to text using the convertToString formula:

Now go to your repeating section and set the following fields:

Default value type: Text

Default value: The Items as text variable

Make sure the names of the fields you have in your repeating section correspond to the API attribute names of the Item object.  You can find out the API attribute name by going to your object explorer.  Here’s an extract from my one which also includes custom attributes.

As an example, if I wanted to use Order Number in my repeating section, I’d name the field OrderNumber__c

Hope that helps!

PS credit given to my learned colleague, Talha, who provided valuable guidance in responding to this question.