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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 you

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

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Working with

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Predefined

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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.

When the form is added, three fields will default into your Form: Activity Number, Technician and Date. These fields are required by the system and you will not be able to remove them. You can change the field label that will be presented to your users or various other attributes of these fields. You may also choose to not add these default fields to the Report.

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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. 

To copy a form, follow the steps below.

Step	Description	Example
1.	Find the Form you want to copy and choose the copy icon.	Image Removed
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.	Image Removed

Forms

There may be some preconfigured Forms for your use. Depending upon the context of these forms, some of the controls, such as the ability to Create A Report, Modify / Add Fields, Alter Field Settings, are not available to you. This is done in order to preserve the integrity of the data and Form structure.

Custom Forms that you build yourself will have all controls available to you so you can tailor a form to suite your specific business needs. 

Refer to the specific context area for the Form you are working with for more information.

Adding New Form Fields

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.

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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 Activity - 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 seletedselected For more information on working with Field Rules, see Form Designer - Expression Builder.

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