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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 | - When displayed in Field, in Quality Control or on a report, this is what your field will be called
- Required field
| Image Modified |
Type | - Select the Field Type from the drop-down list
- Once your field is saved, the Field Type cannot be changed
- Required field
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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
- System Name will be suggested real-time as you enter your Label name (suggestion can be changed if needed)
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Settings | |
Rules | |
Field Types
Type | Functionality |
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Chart | - Used to generate a proctor curve chart (only) with an optional zero air voids line
- Based on a data grid data source
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Chart - Scatter Plot | - Used to generate a scatter plot chart
- Trendline options can be defined
- Logarithmic or linear X scales can be used
- Based on a data grid data source
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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
Warning |
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The number of fields, as well as the complexity of the field constructions, can effect form load times and report generation speed. Should you run into these issues, we recommend reducing the number of fields contained inside the data grid. |
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Date | - User is presented a date field with a date picker
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Information | - User is presented a colored box with text in it
- Useful in communicating instructions, reminders, warnings, etc.
- Color of box can be configured - green, blue, orange, red
- Use the Default Value field property to define the text you want to appear in the colored box
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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
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Logarithmic Chart | User is presented a Logarithmic Chart based on table-based data on that form |
Multiple Choice | - User is presented with a list of values to select from
- More than one value can be selected
Tip |
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Useful for site checklists or settings where multiple conditions need to be disclosed. |
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Number | - User is presented a number field
- Decimal places can be defined
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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
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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
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Text Area | - User is presented with a several line block for text entry (numbers, letters, symbols, etc.)
- Can define the maximum character length
- Allows text to be formatted
Tip |
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It is recommended that all formatting be applied directly in the Text Area field or copy the text from a plain text editor like Notepad. Copying text from Word usually retains some HTML formatting contained in the Word file and can cause undesired formatting in the rich text Text Area fields. For repetitive needs to copy / paste text, it is recommended that customers use text libraries in MetaField to insert commonly-used paragraphs of text. |
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Text Box | - User is presented with a short line for text entry (numbers, letters, symbols, etc.)
- Can define the maximum character length
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Time | - User is presented a time field with a time picker
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Upload | - User is presented an image upload option
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Yes / No | - User is presented with a simple Yes / No response
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Chart- Used to generate a proctor curve chart (only)
| Fraction | - User is presented with an optional whole number field plus required numerator and denominator fields
Warning |
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While mixed fractional numbers can be used in calculations, the system does not simplify the calculated result of the expression containing fraction fields. Be aware of this when planning your use of Fraction fields. |
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Information | User is presented a colored box with text in itUseful in communicating instructions, reminders, warnings, etc.Color of box can be configured - green, blue, orange, redUse the Default Value field property to define the text you want to appear in the colored boxReordering 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.
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