Using optional sections in your App Templates allows your users to be flexible with the sections they include in their items, making the app more personal to each employee. Let's use Quarterly OKRs as an example.
Our process requires everyone to create between three and five trackable OKRs every quarter - so 3 required OKRs and 2 optional OKRs. We create five sections on the App template (one section for each OKR), and mark the last two sections as optional. Now, when users create an item in the Quarterly OKRs app, they'll fill out the three required sections, then simply click to add an additional one or two OKRs (your optional sections).
To get started with Optional Sections:
Let's go back to our OKRs example. We want to have a minimum of three, maximum of five OKRs available for users to create.
Create a test item for yourself to see! We'll create a test Quarterly OKRs item.
Note that the "Add (SECTION TITLE)" button will insert the name of your section, so make sure to name the section with something descriptive on your app template.
Remember that the entire section is now optional. So even if you have required fields within an optional section, if the user has chosen not to add this optional section they will be able to submit their item to the next state without getting the "fill out required fields" error message.
Sticking with our OKRs example, once the employee has set up their Quarterly OKRs, they'll submit these to their manager for approval. In the Manager Approval state, we only want the manager to view what has been set, and we don't want to allow managers to add or remove any OKRs that the employee has created.
To set this up:
But now we have a Manager Comments element in our section - a place for the manager to comment on each OKR that has been created. Of course we want this to be editable in this state!
Now you have an optional section that the employee can choose to use or not, the section is read-only in the manager state (i.e. the manager cannot add or remove this section in this state), and it has an editable text element allowing the manager to comment on the OKR if it's been created by the employee.
PeopleGoal Support Team
Account Management & Implementation Specialists