Table of Contents | Pages |
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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 the controls and settings available to you.
Accessing Form Designer
Select the hyperlink Form name to open Form Designer.
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 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 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.
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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Settings |
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Rules |
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Field Types
Type | Functionality |
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Data Grid |
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. |
Date |
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Lat / Long |
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Multiple Choice |
Useful for site checklists or settings where multiple conditions need to be disclosed. |
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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Chart |
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Fraction |
While mixed fractional numbers can be used in calculations, the system does not simplify the calculated |
Information |
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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.
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.
To move a field, select the moved icon next to the Field. Then select the location to which you want your field moved.
Creating and Accessing Reports
When you are 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.
Creating a New Report
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.
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.