| Table of Contents | Pages |
|---|
| | Child pages (Children Display) |
|---|
|
...
Forms are categorized by Groups. Forms can only be associated with one Group. You will need to have at least one Active Group in order to use Activity. To add a Group, choose the Add Group button above the Groups grid. Enter the Group name and select save.
Image Removed
Image Added
Working with Templates
By default, you will see a Template a Predefined Forms group that contains two Forms: Special Inspection and Activity Log. These forms reproduce similar functionality found in Inspections & Observations and Activity Log modules. These templates Forms cannot be altered, but can be copied into a new Form for you to customize. You can always create your own Forms under the Templates group that you can later use as a Template for your organization.
Image Added
Adding a New Form
...
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.
Image Removed
Image Added
| Info |
|---|
| title | Activity Number Default Setting |
|---|
|
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 per FormBy 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
...
| Step | Description | Example |
|---|
| 1. | Find the Form you want to copy and choose the copy icon. |  Image Removed Image Added |
| 2. | Copy Form dialogue will open. Enter the new Form name and select the appropriate Group to which the new Form should belong. |  Image Removed | 3. | Select the fields you would like copied. The default fields for Activity Number, Technician and Date must be copied when creating a new Form. | Info |
|---|
|
|
For the fields that default on a Form, the Field Settings show below will also default when you are creating a new form.
You may alter this default behavior by removing or altering the Field Setting. Activity Number - Unique per form per project
Date - Default the system date
Technician - Default to the current logged in user
 Image Removed | 4. | Select Save. |  Image Removed Image Added |
Adding New Form Fields
...
| Field | Description | |
|---|
| Label | - When displayed in Field, in Quality Control or on a report, this is what your field will be called
- Required field
|  Image Removed Image Added |
| 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
| Display Options | |
| Settings | |
| Rules | - Various rules can be applied depending on the Field Type seleted
- For more information on working with Field Rules, see EXPRESSION BUILDER.
|
Field Types
| 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
|
...