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How to Build, Manage, and Import a Section Block

Learn how to build, manage, and import a section block in Smarter Drafter Pro.

Section blocks are reusable form components made up of grouped fields, logic, and layout. Once built, they can be imported into any form and maintained centrally. This article shows you how to create a section block, manage where it’s stored, and import it into other forms.

Instructions

1. Create a Section Block

  1. Navigate to Builder > Section Blocks.
  2. Click New Form.
  3. Give your section block a clear Name and optional Description.
  4. Click Save, the new section block creation screen will open, ready for you to start building the required section/sections.
  5. A section block can utilise the same functions as ordinary forms and sections. When building the sections within the Section Block you can apply:
    • Logic
    • Conditional Rules
    • Contact and User Mapping
    • Role Mapping
    • Repeats

NOTE:

Conditional Rules created in the section block will automatically transfer to all forms where the section block has been imported.
Role Mapping must be done at the section block level and will apply to all the forms the section block is imported into. It’s not possible to map roles to the fields contained in a section block in the form where it was imported.

 

2. Import a Section Block into a Form

  1. Navigate to an existing form
  2. At the desired point in the form, click + Section > Import Section Block.
  3. Browse or search for the section block you want to import.
  4. Click Insert to add it to your form.

NOTE: Once imported, the section is locked. You can’t edit the section inside the form - changes must be made in the original section block.

Tips for Use

  • Use section blocks to standardise repetitive data capture (e.g. parties, addresses, payments).
  • Always test imported blocks using the Testing tab of the form to confirm logic behaves as expected.
  • When you update a section block, it won’t automatically update forms that already use it — you’ll need to re-import.

Common Issues & Solutions

  • Issue: I can’t edit a section after importing it into a form.
  • Solution: Section blocks are read-only once imported. Go back to the original block to make changes, then re-import into the form.
  • Issue: My imported section is blank or not appearing.
  • Solution: Ensure the section block was saved correctly and that you have access to the folder it’s stored in.