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About Form Designer
This tab is used to build Activity forms for use within your organization. This is where you control what Fields are presented on each Form in Field and Quality Control, as well as determine what Fields should display on the final Report and various other Report parameters.
Adding a Group
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.
Working with Templates
By default, you will see a Template 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 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.
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 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
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. | ||||||
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.
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4. | Select Save. |
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.
Field Parameters
Field | Description | ||
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Label |
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Type |
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System Name |
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Display Options |
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Settings |
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Rules |
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Field Types
Type | Functionality | Example | |
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Data Grid |
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Date |
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Lat / Long |
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Multiple Choice |
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Number |
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Pick List |
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Section |
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TextArea |
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TextBox |
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Time |
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Upload |
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Yes / No |
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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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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.
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After the Report Type has successfully been saved, the Report Designer button will appear. See Reports - Report DesignerREPORT DESIGNER] for more information.
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