Form Building: Creating Dynamic Repeatable Multi-School Sections with Summary and CSV Submission

Hi JotForm Support Team,

I’m working on building a multi-step form and could use some guidance on how to structure a repeatable section.

Goal:

Create a form where a customer (school district) can submit an order that includes multiple schools (anywhere from 1 up to ~20), with the ability to dynamically add schools as needed.

Current Structure:

• Page 1: District-level information (this is working)
• Page 2: School A information, including products and quantities (also working)

What I’m trying to achieve:

• At the bottom of the School page, I’d like two buttons:

1. “Add Another School” → duplicates the same School page (same fields for School B, C, etc.)
2. “Review & Complete” → moves the user to a final review page

• The user should be able to repeat the “School” section as many times as needed (up to ~20 schools), without having to predefine all 20 upfront.
• After selecting “Review & Complete,” the user should see a summary page displaying:
• District information
• All schools entered (School A, B, C, etc.)
• Products and quantities per school
• Then a final Submit button.

Submission Requirement:

• Upon submission, I need the data compiled into a CSV file and emailed to a specific address.

Where I’m stuck:

I’m unsure how to create a repeatable/dynamic “School” section (essentially duplicating Page 2 based on user input) without hardcoding a fixed number of schools.

Can you advise on the best way to achieve this within JotForm (e.g., repeatable sections, subforms, or another approach)?

Thanks so much for your help!

Best,

Hi Jennifer,

Thanks for reaching out to Jotform Support. Based on what you explained, you can utilize the Configurable List widget. it's easy to use. Let me show you how:

1. In Form Builder, click on Add Element on the left side of the page.

2. Under the Widgets tab, drag and drop the Configurable List widget into your form or just click on it to add.

3. Then, in the menu on the right, click on Add Field and select the type of it.

4. Next, click on the Gear icon next to the field labels to arrange their settings.

5. Once you are done, click on Go Back, and then click on Update at the bottom of the menu.

You can check out how it’ll work in the screencast below:

Unfortunately, Jotform doesn't support directly attaching a CSV file of submission data to email notifications automatically. But, you can work around this by using Google Sheets integration to send data to a spreadsheet, or by downloading CSV reports from the Jotform Tables page. Let me show you how:

1. While in Google Sheet Integration settings, click on the Add New Action button.
2. Now, select an action and click on Next.
3. Then, click on Add Action and customize settings as you want.
4. Once you finish customizing, click on the Save button at the bottom right of the settings.

If you select Create new spreadsheet, a new spreadsheet will be created in your Google account, where submissions will be collected. If you select Use existing spreadsheet, submissions will be collected in the spreadsheet you choose, which is already connected to your Google account. We also have a guide about How to Integrate Forms With Google Sheets that you can check out.

You can also easily download your data from Jotform Tables as a CSV, Excel, or PDF file. Let me show you how:

1. On your Workspace page, click on the form with the data you want to download, and click on Submissions on the top-left side of the page.
2. In Tables that opens, in the upper-right side of the page, click on Download All. 
3. Now, select Download as CSV, Excel, or PDF to download your data.

Then about your question on Review and Complete, you can easily let your users check their answers before completing the form with the Review Before Submit widget. Here’s how to add it to your form:

1. In Form Builder, click on Add Elements in the upper left to open the Form Elements menu.
2. Then, in the Form Elements menu on the left, go to the Widgets tab.
3. Search for Review Before Submit, then drag and drop it to your form.

Check out the screencast below to see the Review Before Submit page that users will get before completing the form:

Let us know if you need any more help.