Activity - Forms

Table of Contents

Purpose

This screen allows you to create your Group and Forms for use in Activity.

The settings and controls used for Activity forms generally apply to Evaluation forms also. The controls and configurations outlined on this pages are intended to support the like controls for Evaluation forms too.

Form Groups

Forms are categorized by Groups. Forms can only be associated with one Group. To add a Group, choose the Add Group button above the Groups grid. Enter the Group name and select save. You will need to add at least one Group to use the Activity Module.

MetaField DIY Library for Activity Form Templates

Several template forms are available to you under the Group name Predefined Form Templates (Copy Forms for Use). To use these templates as a starting point for form creation, you will need to first copy the form. Once the form is copied, you may customize the copied form to customize it according to your unique business needs.

Adding New Forms

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.

Activity Number Default Setting

When Activity Number defaults on a Form, it is automatically configured to assign a new Activity Number that is unique per form and project. You can change this default setting so numbers are assigned Unique By Form, Unique By Project and Form, Unique by System, or Unique per Project. You also may remove this setting, which will allow the user the option of adding the Activity Number manually.

Copying Existing Forms

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. Select Save.

Building Out Your Form

Once you have added your Form, you are ready to begin building out the fields that display on your Form. This will be done in the Form Designer section of Administration. For more information on working in Form Designer, see the Form Designer page.

To access the Form Designer, click on the Form Name which will open the Form Designer screen.

Moving Forms

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.