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About
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Activity Forms
This screen is used to build configured (Activity, Sample, Specimen, Test) forms for use within your organization. This is where you control what Fields are presented on each Form in Field, Lab, and Quality Control. You can also create Reports for your Forms from this screen. The Form Designer screen is shared by Activity, Sample Tracking and Lab Test Forms. Depending upon the context of the Form you are working with you may see some differences is the controls and settings available to youallows you to create your Group and Forms for use in Activity.
Adding a Group
Forms are categorized by Groups. Forms can only be associated with one Group. To add a Group, choose the Add Group button above the Groups grid. Enter the Group name and select save. You will need to d
to add at least one Group to use the Activity Module.
Working with Templates
By default, you will see a Predefined Forms group that contains two Forms: Special Inspection and Activity Log. These Forms cannot be altered, but can be copied into a new Form for you to customize.
Adding a New Form
To add a Form, first you must select the appropriate Group to which the From will be assigned. Choose the Group and select the Add Form button. Enter the Form name and choose save.
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When Activity Number defaults on a Form, it is automatically configured to assign a new Activity Number that is unique per form and project. You can change this default setting so numbers are assigned Unique By Form, Unique By Project and Form, Unique by System, or Unique per Project. You also may remove this setting, which will allow the user the option of adding the Activity Number manually. |
Creating a New Form from an Existing Form
You have the option of copying an existing Form to create a new Form. When copying a Form, Fields and Field attributes are copied; as well as the Report settings.
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| Step | Description | Example |
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| 1. | Find the Form you want to copy and choose the copy icon. |  |
| 2. | Copy Form dialogue will open. Enter the new Form name and select the appropriate Group to which the new Form should belong. Select Save. |  |
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Building Your Activity Form
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To add a new Form field, choose the Form and select Add Field. You will then need to set the various parameters for your Field.
Field Parameters
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- When displayed in Field, in Quality Control or on a report, this is what your field will be called
- Required field
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Once
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- 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
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For more information on working with Field settings, see Activity - Field Settings.
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you
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have added
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your
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- Various rules can be applied depending on the Field Type seleted
- For more information on working with Field Rules, see Form Designer - Expression Builder.
Field Types
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- 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
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- User is presented a date field with a date picker
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- 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
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- User is presented with a list of values to select from
- More than one value can be selected
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Useful for site checklists or settings where multiple conditions need to be disclosed. |
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- User is presented a number field
- Decimal places can be defined
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- User is presented with a list of values to select from
- Only one value can be selected
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Form
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- User is presented with a short line for text entry (numbers, letters, symbols, etc.)
- Can define the maximum character length
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,
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- User is presented a time field with a time picker
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- User is presented an image upload option
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- 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 | ||
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| 1. | Select the copy icon to the right of the Form from which you wish to copy fields. |  | ||
| 2. | Select the Group you want to work with. |  | ||
| 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, |  | ||
| 4. | Select the Fields you want copied.
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| 5. | Select Save to copy the chosen Fields. |  |
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 and 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.
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.
Moving Fields to a New Location in Form
You can move a Field from the Main Form to inside of a Data Grid or Section Field. Likewise, you can also move Section and Data Grid Fields to other Sections, Data Grids or the Main Form.
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| A Field can only be moved if it has not previously been used on an Activity record. |
To move a field, select the moved icon next to the Field. Then select the location to which you want your field moved.
Creating a Report Type
When you are ready to begin work on your Report, you will first need to define a report type.
To do this, select the Create Report Type button above the Form Fields.
Once you select the Create Report Type button a popup will appear. You will need to complete all required fields and save your parameters. See Reports - Settings for more information.
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| Once saved, Report Type settings can be controlled from the Form Designer screen as well as the Report Setting screen in Administration. |
After the Report Type has successfully been saved, the Report Designer button will appear. See REPORT DESIGNER] for more information.
are ready to begin building out the fields that display on your Form. This will be done in the Form Designer section of Administration.
To access the Form Designer, click on the Form Name which will open the Form Designer screen.
For more information on working in Form Designer, see FORM DESIGNER.