Activity - Forms

About Form Designer

This tab is used to build Activity forms for use within your organization. This is where you control what Fields are presented on each Form in Field and Quality Control, as well as determine what Fields should display on the final Report and various other Report parameters. 

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.

Working with Templates

By default, you will see a Template group that contains two Forms: Special Inspection and Activity Log. These forms reproduce similar functionality found in Inspections & Observations and Activity Log modules. These templates cannot be altered, but can be copied into a new Form for you to customize. You can always create your own Forms under the Templates group that you can later use as a Template for your organization.

Adding a New Form

To add a Form, first you must select the appropriate Group to which the From will be assigned. Choose the Group and select the Add Form button. Enter the Form name and choose save.

When the form is added, three fields will default into your Form: Activity Number, Technician and Date. These fields are required by the system and you will not be able to remove them. You can change the field label that will be presented to your users or various other attributes of these fields. You may also choose to not add these default fields to the Report.

Creating a New Form from an Existing Form

You have the option of copying an existing Form to create a new Form. When copying a Form, Fields and Field attributes are copied; as well as the Report settings. 

To copy a form, follow the steps below.

Step	Description	Example
1.	Find the Form you want to copy and choose the copy icon.
2.	Copy Form dialogue will open. Enter the new Form name and select the appropriate Group to which the new Form should belong.
3.	Select the fields you would like copied. The default fields for Activity Number, Technician and Date must be copied when creating a new Form. Default Settings For the fields that default on a Form, the Field Settings show below will also default when you are creating a new form. You may alter this default behavior by removing or altering the Field Setting. Activity Number - Unique per form per project Date - Default the system date Technician - Default to the current logged in user
4.	Select Save.

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
Label	When displayed in Field, in Quality Control or on a report, this is what your field will be called Required field
Type	Select the Field Type from the drop-down list Once your field is saved, the Field Type cannot be changed Required field
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 If left blank, will automatically be populated with the label, but without spaces and other invalid characters
Display Options	Choose if you want your field to display in Field or Quality Control Choose if you want your field to be editable Field or Quality Control Note: Quality Control users can add Activity records directly from Quality Control. When adding an Activity record via Quality Control, the QC settings apply.
Settings	Depending on the Field Type different settings options will appear. For more information on working with Field settings, see Activity - Field Settings. If the field you are working with is a Multiple Choice or Pick List Field Type and you have added two or more options, a Reorder Options button will appear. This button will allow you to configure the order in which your options will appear. By default, options are presented to Field and Quality Control users in alphabetical order.
Rules	Various rules can be applied depending on the Field Type seleted For more information on working with Field Rules, see EXPRESSION BUILDER.

Field Types

Type	Functionality	Example
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
Date	User is presented a date field with a date picker
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
Multiple Choice	User is presented with a list of values to select from More than one value can be selected Useful for site checklists or settings where multiple conditions need to be disclosed.
Number	User is presented a number field Decimal places can be defined
Pick List	User is presented with a list of values to select from Only one value can be selected
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
TextArea	User is presented with a short line for text entry (numbers, letters, symbols, etc.) Can define the maximum character length
TextBox	User is presented with a several line block for text entry (numbers, letters, symbols, etc.) Can define the maximum character length
Time	User is presented a time field with a time picker
Upload	User is presented an image upload option
Yes / No	User is presented with a simple Yes / No response

Coping Form Fields

MetaField allows you to copy Fields from one From to another Form. You can also copy Fields into the same form to which you are currently working. To copy Form Fields, follow the steps below.

Step	Description	Example
1.	Select the copy icon to the right of the Form from which you wish to copy fields.
2.	Select the Group you want to work with.
3.	If you want to copy the fields into an existing Form, select the appropriate Form. If you want to create a new Form, enter the new Form name,
4.	Select the Fields you want copied. Technician, Date and Activity number are required on all new Forms.
5.	Select Save to copy the chosen Fields.

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 and 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 Forms to a New Group

You can move Forms from one Group to another Group by selecting the scissors icon next to the Form. Next you will need to select the Group to which you would like your Form moved.

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 a Report Type

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.

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. 

After the Report Type has successfully been saved, the Report Designer button will appear. See REPORT DESIGNER] for more information.