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TypeFunctionalityExample
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
  • Status setting used to hide / inactivate values that are no longer applicable
  • Deleting pick list values only allowed if value has not been used on a record
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
Chart
  • Used to generate a proctor curve chart

 

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, 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.

Moving Fields to a New Location in Form

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