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Table of Contents

Purpose

The Consolidated Form Designer is a tool that is used to create a consolidated dataset based on data that exists on other test forms. You can use this tool to bring data from multiple test forms (belonging to the same sample) on one report. Some examples where this may be helpful include:

  • Consolidating key data points from multiple tests onto one summary report
  • Consolidating data from multiple tests of the same type and creating a report that brings that data together (i.e. 5 concrete cores are tested on 5 separate forms and the data needs to be averaged and reported together)
  • Consolidating data from multiple tests of the same type similar to the way a Concrete Cast Cylinder report is generated in MetaField (sample data on the top and a grid of multiple specimens with their lab test data towards the bottom)

The key understanding here is this tool creates a dataset that can be used on a report. It does not create a form that you interact with on the screen like other DIY forms.

Creating a Consolidated Test Grid

The report image below shows the end result goal of a consolidated test grid. This is an example of how the dataset will take like data from multiple tests (belonging to the same sample" and combining that data in a data grid on a report. Each row in the table on the report is from a different test record / form. Also note the use of calculations on the report to insert an "average" line at the bottom of the table.

Below the report image is the consolidated form setup. A few sample-level fields were placed at the top (Sample Number, Sample Date, Technician). Then a data grid was used to aggregate data from multiple tests into one consolidated table. That table stored the following data: Specimen Number, Test Number, Test Date, Tested By, Width, Height.

Creating the Consolidated Data Grid

  • Click The Add Field button
  • Select the Consolidated Test Grid tab in the resulting pop up
FieldPurpose
Label
  • Label for the data grid you are creating
  • Similar to creating a Label for a data grid in the DIY Form Designer
System Name
  • System Name for the data grid you are creating
  • Will default to your label value without spaces
  • Similar to creating a System Name for a data grid in the DIY Form Designer
Settings - Source Type
  • Indicates the source of the data for the data grid
  • Select the type of form (Tests or Specimens) that your data is coming from for your data grid

Adding Fields to the Consolidated Data Grid

  • Click the Add Field button within the data grid
  • Make sure you are on the Form Field tab in the pop up
FieldPurpose
Form Name 
  • Form that your data will come from
System Name
  • System Name of the field on the form that you selected above
Label
  • Label you want for your data grid field on the consolidated dataset you are creating



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