1. Overview

Some examples of a single level of repeating sections include:

• Stage Information - CA/PA or Incident records can include multiple stages. A repeating section can be used to pull in fields for every stage on that record.
• Approval Cycle Information - Documents will generally be submitted for approval and then withdrawn following a rejection. When they are resubmitted, this will create a second approval cycle. A repeating section can be used to display the information associated with the approval cycles.
• Training Events - Users often have training records, some of which can be renewable. A repeating section can be used to display all events relating to the user.

In some cases, you will also need to add a repeating section within a repeating section.

Some examples of two levels of repeating fields are:

• Stage Actions - CA/PA and Incidents can have many stages, and likewise, stages can have many actions. A repeating section can be added to the stages section to pull in actions for each stage.
• Approval Items - Each approval cycle will usually have more than one approver. A repeating section can be added to pull in all items for each cycle.

2. Adding repeating sections

To add a repeating section:

1. Access the Administration module.
2. Select Customisation.
3. Choose Messaging.
4. Click the   Edit button of the email you want to add fields to.
   This will open Report Designer.
5. Open the Configuration menu.
6. Select Insert Detail Report Band (under Actions).

7. Select the band.
8. Set Data Source to Document.

9. Set Data Member to your repeating section.

10. Click Data.
11. Browse to the hierarchy level that matches your repeating section.
12. Add any fields you require.
13. Click Save (in navigation menu).

1. Overview

Some examples of a single level of repeating sections include:

• Stage Information - CA/PA or Incident records can include multiple stages. A repeating section can be used to pull in fields for every stage on that record.
• Approval Cycle Information - Documents will generally be submitted for approval and then withdrawn following a rejection. When they are resubmitted, this will create a second approval cycle. A repeating section can be used to display the information associated with the approval cycles.
• Training Events - Users often have training records, some of which can be renewable. A repeating section can be used to display all events relating to the user.

In some cases, you will also need to add a repeating section within a repeating section.

Some examples of two levels of repeating fields are:

• Stage Actions - CA/PA and Incidents can have many stages, and likewise, stages can have many actions. A repeating section can be added to the stages section to pull in actions for each stage.
• Approval Items - Each approval cycle will usually have more than one approver. A repeating section can be added to pull in all items for each cycle.

2. Adding repeating sections

To add a repeating section:

1. Access the Administration module.
2. Select Messaging (under Customisation).
3. Right-click the email you want to add fields to.
4. Click Edit.
5. Click Edit... (next to Message body).
   This will open Report Designer.
6. Browse to Report Explorer.
7. Right-click the report title.
8. Select Insert Detail Report.
   This will display the options available.

9. Select your repeating section.
   This will automatically add the required bands and default fields to the report.
10. Drag and drop the fields from the field bank section into the Detail band (under the Detail Report band).
11. Click Save & Close.