Add Forms and Fields
Copyright © 2019 EarthSoft, Inc • Modified: 04 Mar 2019
On the right side of the Form Template Layout page, forms can be built within the template based on the selected format. After the new template is saved, build forms by selecting the + New Form button on right side of the page.
The Form Setup page opens. To create the form and add fields, enter the Setup details. Note that the Red Bold* details are required fields. The setup details can be toggled to show/hide using the toggle icon to the left of the Setup title on the Form Setup page frame.
•Form Name – The name of the form as will be visible on the mobile device.
•Description – Although this field is not required, providing a clear and concise description is recommended.
•Header Field – The form cannot be saved unless the header field is defined. This header will be visible on the mobile device as the name of the respective field.
•Map Field – The Map Field allows the use of geography field(s) to display and view the form records in a map view, with pin locators, on the mobile device. The Map field should be used in combination with the header field, as the header field will display the header/record(s) ID on the map along with the pin location marker. With no header the map will only show pin location markers. The Style attribute button can be used to modify the style characteristics displayed on the map.
The Sort, Style, and Grid buttons allow for customization of how the form will appear on the mobile device.
•Sort – Forms sort by the header (e.g., the Well ID in the image above). The Sort button allows the user to modify the sort order displayed on the mobile device. The Formula Builder screen opens to allow for customization.
•Style – The Style button allows the user to modify the style characteristics displayed on the map. The user can edit the style using the Formula Builder or the pre-populated formula.
•Grid – The Grid feature allows specified fields to be selected and displayed in a Grid view on the mobile device. See the Grid View article for more detail.
The Fields section, below the setup details, provides a means to add fields and control field features. Within this portion of the page, manage the columns/fields available within the selected table(s) and the form itself as represented by a selection of fields. Also available from the Fields section are the following buttons:
•Data Sets – Provides a method of further constraining form requirements and maintaining uniqueness in the data as well as facilitating the automation of index or interval generation. See the Data Sets article for more detail.
•Data Mapping – Mapping to the database is provided by default (depending on the format used), but can also be customized. See the Data Mapping article for more detail.
•Add Group – This feature allows fields to be grouped together within a form. See the Add Group article for more detail.
•Combine Fields – This feature allows fields to be united, easily viewed, and have data entered together. Grouped fields will be displayed on the Collect Mobile app under the Group Name and will appear as a form field. See the Combine Fields article for more detail.
Each form is configured based on the addition of fields. Fields can be added from columns in tables pertinent to the selected format or by adding custom fields that do not reference any format. If a format is selected, clicking in the Table field will display a list of all sections (tables) in the format. Select the desired section. The selection can be expedited by typing the name of the desired field in the Search box located under the Table header.
Once a Table is selected, the fields belonging to the Table become available.
When any field from a Table is added to the form, the key/required fields from that Table are automatically added, grouped together and highlighted in red. Any other field can be incorporated into the form, as designed by the user. Once the desired fields are added, save the selection by clicking the Save button on the upper right portion of the Form Setup page.
Note: Saving regularly is recommended.
To remove a field from the form, select the field and click on the Delete icon. The user will be prompted for confirmation prior to deletion.
To access field attributes, select the field and click on the Edit icon. A detailed discussion of assigning field attributes is provided here.