Repeatable Container

Ryan Belisle

Asked on September 15, 2022 1:14 AM

I am testing using a free account. I would like to create an one to many relationship where I have a single bank account that may have many yearly bank balances. I see the repeatable container function online but I cannot find it. Can I do this with a free account?

Ana Maria B

Answered on September 15, 2022 8:38 AM

123FormBuilder Support
Hi Ryan,
 
Thanks for getting in touch!
 
You can definitely set this up by using our form.
 
Regarding the banking information, what information would you be collecting, more precisely?
 
Also, the repeatable container feature is available on our paid plans.
 
If you want to test it, you can upgrade to any of our paid plans. We offer a 30-day money back guarantee so if the form does not meet your needs, you have 30 days from the day of purchase to ask for a refund.
 
To better match your needs, could you please let me know how many weekly submissions you expect to receive? Also, what other features would you like to use on the forms? Would you like to use conditional logic rules to make the form work smarter?
 
Please let us know your thoughts.

Ryan Belisle

Answered on September 15, 2022 1:42 PM

Hello, a year or so ago, I considered using the enterprise package.  The biggest impediment was I didn’t want to pay $199×12 up front, especially if I didn’t know it would work for my situation.  
Now, I have built out a lot of my platform with form titan and it works pretty well but I am not happy about some things with them.  I now have something more concrete to show you guys on what I want to duplicate.  
Adrian may not be there any longer because I got an undeliverable but he said earlier this year that you had more billing options these days.  See below for our email chain. Ideally I would prefer monthly invoicing but quarterly sounds good.  
I also need the salesforce integration and I want to try to duplicate what I have to a large degree…just with a different form technology.  
How shall we proceed?
Ryan

Ana Maria B

Answered on September 16, 2022 8:22 AM

123FormBuilder Support
Hi Ryan,
 
Thank you for getting back to me on this.
 
Here you can find our current Salesforce plans.
 
As you will notice, we also have a Professional Salesforce plan that allows the forms to be integrated with Salesforce and send the data to it.
 
Could you please let me know how you expect the form to work with Salesforce? Are you interested in the pre-fill feature? Also, do you still require the Database Manager feature?
 
Really looking forward to hearing from you!

Ryan Belisle

Answered on September 16, 2022 9:08 AM

Hi Ana-Maria,
I am an accountant and I prepare yearly tax returns for my clients.  I need the form to be able to pre-fill customer data that they may have entered into salesforce in a prior year.
For example, I would like their address information to pre-fill as well as their children’s names and dates of birth so the customer does not have to repeatedly enter the same data every year.  If they make a change to their address information or add another child in the current year, the information should save either immediately in salesforce or perhaps they can save it later.  Does the professional plan pre-fill information from salesforce on the forms?
Another requirement is that the form technology would be able to handle 1 to many relationships.  For example, a person may have zero children or many children.  Every person is different and some may have 5 or more children to enter on their taxes.  I would need the form to have enough flexibility to allow me to enter as few or as many children as required and also save all of these children to salesforce.  It should also be able to pull down the children from salesforce into the form at a later date.
I don’t have an outside database other than salesforce at this point.  Thanks and I look forward to hearing from you.
Ryan

Ana Maria B

Answered on September 16, 2022 10:32 AM

123FormBuilder Support
Hi Ryan,
 
Thank you for getting back to me.
 
The Professional Salesforce plan only sends information to Salesforce.
 
In this case, I will forward this thread to our Enterprise team so they can get in touch with you and arrange a call.