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Purpose
This 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. 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 in the controls and settings available to you.
Accessing Form Designer
Select the hyperlink Form name to open Form Designer.
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Predefined Forms
There may be some preconfigured Forms for your use. Depending upon the context of these forms, some of the controls, such as the ability to Create A Report, Modify / Add Fields, Alter Field Settings, are not available to you. This is done in order to preserve the integrity of the data and Form structure.Custom Custom Forms that you build yourself will have all controls available to you so you can tailor a form to suite your specific business needs. Refer Refer to the specific context area for the Form you are working with for more information.
Form Settings
Some forms will have some optional settings that can be set. For example, when creating a Sample form, you can define which specimen sizes are related to that particular type of sample. This allows the system to pre-filter the specimen sizes presented to the user based on the context of the sample. Another example would be creating a relationship between a Test form and a Sample form. Form Settings are accessed from the button bar after you select a form you want to edit.
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| Form Type | Setting Name | Description |
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| Activity | Allow WBS | - Short for Work Breakdown Structure
- Allows the specifications of the WBS levels within the Billing Cost section of DIY forms
- If "Require WBS" is checked, then at least the first WBS level must be entered before saving the form
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| Batch Data Entry | - Configures the grid columns presented when doing batch data entry for multiple (like) forms
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- Data Grid fields are not supported with the batch Data Entry feature. These fields should not be added when configuring this feature on a form.
- Any expression evaluation will require all fields to be part of the data grid
- Using / evaluating fields on a "parent" form is not supported
- Any fields not part of the batch configuration will not be created on the form record
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| Capture Costs | - Turns on the ability to capture field costs that are associated with the form record
- Form specific costs can be added in the form settings after enabling "Capture Costs"
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| Density Test - Bituminous Nuclear Gauge | - Automatically creates / applies a number of system fields necessary to do a BNG density test using an Activity form
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| Density Test - Sand Cone | - Automatically creates / applies a number of system fields necessary to do a Density Sand Cone test using an Activity form
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| Density Test - Soil Nuclear Gauge | - Automatically creates / applies a number of system fields necessary to do a SNG density test using an Activity form
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| Prevent Edits In Field Complete Or Review Status | - Once a PM or other authorized user changes the status of the form to Complete or Review, the technician who intially filled out the form. can't make changes to it.
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| QC Search Results | - Configures the form-specific columns to display when filtering a QC grid to a specific form
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| Unit System | - Assigns a unit of measure (Imperial / Metric) to a form and is used to return the applicable specification values for that unit of measure
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Sample
| Allow WBS | - Short for Work Breakdown Structure
- Allows the specifications of the WBS levels within the Billing Cost section of DIY forms
- If "Require WBS" is checked, then at least the first WBS level must be entered before saving the form
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| Bypass LIMS Test Assignment | - Allows the system to bypass the Tests To Assignment workflow step in the LIMS queues
- Can be set at the Sample Type level for Sample forms with the CGM Sample Specification form setting
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| Capture Costs | - Turns on the ability to capture field costs that are associated with the form record
- Form specific costs can be added in the form settings after enabling "Capture Costs".
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| CGM Default Test | - Selected test form defaults in the Test pick list inside the Lab Instructions data grid
- User can only see / select tests where the material for the test matches the material for the sample form
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| CGM Sample Specification | - Requires the user to pick a CGM Sample Type
- Creates input fields for Location, Supplier, Plant, and Mix Design
- Creates a specification section containing CGM specification fields based on the sample type
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| Hide Scheduling Prompt | - Removes the scheduling prompt that appears after saving a Sample Form
- If the Form Designer selects "Always Answer 'Yes'", the form will be added to Scheduling
- If the Form Designer selects "Always Answer 'No'", the form will not be added to Scheduling
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| One Specimen Sample | - Forces the sample to only have one specimen associated with it
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| QC Search Results | - Configures columns that display in QC grid when you filter the grid in QC to a specific form
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| Specimen Sizes | - Allows for control over which specimen sizes can be used with a sample form
- One or more specimen sizes can be associated with the form
- All specimen sizes available if this setting is not used
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| Sample Material | - Associates a sample form to a material
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| Turn Off Specimen Retrieval | - Turns off the question regarding scheduling (in the Scheduling system) a future specimen retrieval
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| Unit System | - Assigns a unit of measure (Imperial / Metric) to a form and is used to return the applicable specification values for that unit of measure
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| Test | Test Material | - Associates the test form to one or many materials
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| Allow WBS | - Short for Work Breakdown Structure
- Allows the specifications of the WBS levels within the Billing Cost section of DIY forms
- If "Require WBS" is checked, then at least the first WBS level must be entered before saving the form
- There is an optional checkbox to Default WBS from Sample. If this is checked, then the test form will populate with the associated sample's WBS values. Even if this is checked, the user still has the option to edit the values in the test form
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| Batch Data Entry | - Configures the grid columns presented when doing batch data entry for multiple (like) forms
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- Data Grid fields are not supported with the batch Data Entry feature. These fields should not be added when configuring this feature on a form.
- Any expression evaluation will require all fields to be part of the data grid
- Using / evaluating fields on a "parent" form is not supported
- Any fields not part of the batch configuration will not be created on the form record
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| Billing Code | - Default billing code for the test
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| Billing Quantity | - Default billing quantity for the test
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| Capture Costs | - Turns on the ability to capture lab costs that are associated with the test form record
- Form specific costs can be added in the form settings after enabling "Capture Costs".
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| Cost | - Default (billed) test cost for executing the test
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| LIMS - Post-Test Search Results | - Dictates the columns presented in the Testable and To Test queues in LIMS
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| LIMS - Pre-Test Search Results | - Dictates the columns presented in the To Review and Done queues in LIMS
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| Material Specification | - Associates the test form to one or many material specifications
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| Remove Specification Limit Operators From Reports | - Removes the specification range limit operators when displayed on a report (i.e. 65 - 90 will display instead of >=65 - <90)
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| Standard | - Default standard the test adheres to (i.e. ASTM standard number)
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| Test Default Specimen Size | - Default specimen size for the test that will be assigned in the test assignment process
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| Test Duration | - Default duration (days) it takes to execute the test
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| Test List |
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Evaluation | Batch Data Entry | - Configures the grid columns presented when doing batch data entry for multiple (like) forms
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- Data Grid fields are not supported with the batch Data Entry feature. These fields should not be added when configuring this feature on a form.
- Any expression evaluation will require all fields to be part of the data grid
- Using / evaluating fields on a "parent" form is not supported
- Any fields not part of the batch configuration will not be created on the form record
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| QC Search Results |
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| Safety | Batch Data Entry | - Configures the grid columns presented when doing batch data entry for multiple (like) forms
| Info |
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- Data Grid fields are not supported with the batch Data Entry feature. These fields should not be added when configuring this feature on a form.
- Any expression evaluation will require all fields to be part of the data grid
- Using / evaluating fields on a "parent" form is not supported
- Any fields not part of the batch configuration will not be created on the form record
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| QC Search Results |
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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
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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
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| 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
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If left blank, will automatically be populated with the label, but without spaces and other invalid characters- System Name will be suggested real-time as you enter your Label name (suggestion can be changed if needed)
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| Is Required | - Makes the field required when entering data on the form
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| Use As Placeholder | - Fields where this is turned on can be used as placeholder values when defining default Report Description values or other areas form-based dynamic placeholders are used
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Field Types
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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
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The number of fields, as well as the complexity of the field constructions, can effect form load times and report |
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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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| Multiple Choice | - User is presented with a list of values to select from
- More than one value can be selected
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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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Do not use double quotes when adding picklist options. This can cause issues downstream if you are referencing these options in a visualization/calculation rule on your form. |
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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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TextArea short - several line block for text entry (numbers, letters, symbols, etc.)
- Can define the maximum character length
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TextBox- Allows text to be formatted
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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 | |
several block - 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
- Users cannot upload files larger than 25MB
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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
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| Fraction | - User is presented with an optional whole number field plus required numerator and denominator fields
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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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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.
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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
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and Accessing Reports
When you are ready to begin work on your Report, you will first need to define a report type.
To do this, select the Create Report Type button above the Form Fields.
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Once you select the Create Report Type button a popup will appear. You will need to complete all required fields and save your parameters. See Reports - Settings for more information.
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| Once saved, Report Type settings can be controlled from the Form Designer screen as well as the Report Setting screen in Administration. |
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After the Report Type has successfully been saved, the Report Designer button will appear. See REPORT DESIGNER] for more information.
working with Activity Forms or Lab Test forms, a Report Designer button will display. To access all the reports that use your Form or to add a new Report select this button.
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| Info |
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| title | Creating a New Report |
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When you choose Add New Report, you will first need to supply the Report Name, Code and Default title. After this information is input, you will be moved into the Report Designer.  Image Added
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Copying Forms
Forms can be copied, if needed. When copying forms, the underlying report template will copy along with giving you the option to include / exclude inactive fields contained on the form.
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