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About Form Designer
This tab 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, as well as determine what Fields should display on the final Report and various other Report parameters. . 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. 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. You will need to d
Working with Templates
By default, you will see a Predefined Forms group that contains two Forms: Special Inspection and Activity Log. These Forms cannot be altered, but can be copied into a new Form for you to customize.
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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 By 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
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