Page Comparison

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Field	Description
Label	When displayed in Field, in Quality Control or on a report, this is what your field will be called Required field
Type	Select the Field Type from the drop-down list Once your field is saved, the Field Type cannot be changed Required field
System Name	Cannot be repeated on the Form Can be repeated on different Forms Used by the system to identify the field for use in searching and returning results (see Search / Results Display) Only letters and numbers are accepted Spaces are not allowed If left blank, will automatically be populated with the label, but without spaces and other invalid characters
Settings	Depending on the Field Type different settings options will appear. For more information on working with Field settings, see Form Designer - Field Settings. Info If the field you are working with is a Multiple Choice or Pick List Field Type and you have added two or more options, a Reorder Options button will appear. This button will allow you to configure the order in which your options will appear. By default, options are presented to Field and Quality Control users in alphabetical order.
Rules	Various rules can be applied depending on the Field Type selected For more information on working with Field Rules, see Form Designer - Expression Builder.

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Type	Functionality	Example
Data Grid	The data grid is simply a container for multiple fields presented in a tabular grid Users are able to add multiple entries to a data grid - each entry represents a record or row in the data grid on the report The fields in the data grid represent the columns on the report
Date	User is presented a date field with a date picker
Lat / Long	Control is exposed in a mobile device that allows for the capture of the device's latitude and longitude Control can be exposed in a Data Grid also
Multiple Choice	User is presented with a list of values to select from More than one value can be selected Tip Useful for site checklists or settings where multiple conditions need to be disclosed.
Number	User is presented a number field Decimal places can be defined
Pick List	User is presented with a list of values to select from Only one value can be selected
Section	Similar to Data Grids, this field type is a container for other fields Presents to the user as a separate screen (in Field) or grouping (in Quality Control) Fields contained within a section can be added to an Activity Report the same way as any field added to the main Form Grids and Nested Data Grids can be added to Section fields
TextArea	User is presented with a short line for text entry (numbers, letters, symbols, etc.) Can define the maximum character length
TextBox	User is presented with a several line block for text entry (numbers, letters, symbols, etc.) Can define the maximum character length
Time	User is presented a time field with a time picker
Upload	User is presented an image upload option
Yes / No	User is presented with a simple Yes / No response

Coping Form Fields

MetaField allows you to copy Fields from one From to another Form. You can also copy Fields into the same form to which you are currently working. To copy Form Fields, follow the steps below.

Step	Description	Example
1.	Select the copy icon to the right of the Form from which you wish to copy fields.	Image Removed
2.	Select the Group you want to work with.	Image Removed
3.	If you want to copy the fields into an existing Form, select the appropriate Form. If you want to create a new Form, enter the new Form name,	Image Removed
4.	Select the Fields you want copied. Tip Technician, Date and Activity number are required on all new Forms.	Image Removed
5.	Select Save to copy the chosen Fields.	Image Removed

Reordering Form Fields

The order in which Fields display on the Form Designer tab is the order in which they will be presented to the user for data entry in Field

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, Lab, or Quality Control. To change the order of the fields, select the Reorder Fields button and then click and drag the fields into a new order.

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Moving Forms to a New Group

You can move Forms from one Group to another Group by selecting the scissors icon next to the Form. Next you will need to select the Group to which you would like your Form moved.

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Moving Fields to a New Location in Form

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