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Table of ContentsPages
Table of Contents
Child pages (Children Display)

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Info
titleActivity 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 Form 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

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FieldDescription 
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
Display Options
  • Choose if you want your field to display in Field or Quality Control

  • Choose if you want your field to be editable Field or Quality Control

    Warning

    Note: Quality Control users can add Activity records directly from Quality Control. When adding an Activity record via Quality Control, the QC settings apply.

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

Field Types

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
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

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