Combine Fields on Collect Forms

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Combine Fields on Collect Forms

The Combine Fields feature in Collect Enterprise allows fields to be grouped, easily viewed, and have data entered together on a form. Multiple groups can be created but each field can only be added to one group. This feature works with String (with or without masks), Long String, Temporal (date, time, datetime, and timer), Numerical (integer and decimal), Selector and MultiSelector, Form Lookup, and Formula fields types. Combined fields will be displayed on the Collect Mobile app under the Combined Fields Group Name and will appear as a form field. Combined fields do not display a caption or description in the fields list view in Collect Mobile. Combined field groups only display as one line, which is the name given to the group.

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Once the combined fields group is selected on the device, it will open and display all visible field(s) available for data entry within the group in a page style format.

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Add Combine Fields

 

To combine fields together as a group, click the Combine Fields button on the Fields section of the Form Setup page on the Template Designer page.

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A Combine Fields dialog box will appear displaying the available fields. Create a unique Combined Fields Group Name (required) and check the boxes of the specific fields to be added to the group. Click the OK button at the bottom right of the window.

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The selected fields will become part of the combined fields group and will be displayed within a tan box. The name of the combined fields group is to the left of the group in a vertical orientation.

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Combined fields are an expandable and collapsible group. When first created, the combined fields group are expanded. To collapse a combined fields group, click the minus sign (-) above the editing Col-Field_Edit_Icon icon. The combined fields group will collapse to a single entry of the form. Click the plus sign (+) to the left of the combined field name to expand the fields.

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A combined fields group can also be part of a larger group of fields. In the example below, the combined fields group "Field Parameters" is a member of the "Field Parameters Group". See the Add Group article for more details.

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Tip: To ensure that fields with defined Visibility attributes are not missed in a combined field group when using Collect Mobile, it is ideal to apply the same formula used in the Visibility attribute to the Required attribute as well. This will ensure that if a field is made Visible it will also be made Required to ensure that data is entered in that field before saving the record. Combined field groups will update dynamically (attributes, formulas, etc.) as values are entered (or once a user enters a value and clicks outside the field/cell).

 

Note: If all fields on a form section are part of a single combined field grouping, when opening that section of the form in Collect Mobile it will directly open the combined field view.

 

 

Edit Combine Fields

 

To edit a Combine Field group, click on the Edit Col-Field_Edit_Icon icon beside the combined fields in the field display. A Combine Fields dialog box will appear displaying the fields available. Fields in red have been added to combined field groups and fields in black are available to be added. To add field(s) to a combined group, check the boxes of the specific fields to be added to the group. To remove fields from a combined group, uncheck the field(s) assigned to the group. To remove a combined fields group, uncheck all fields assigned to the group.

 

In addition to checking/unchecking fields in the Combine Fields dialog box, fields can be dragged in/out of groups. If the field is not allowed to be combined, it will push out of the group automatically when dragged. To remove a combined fields group, drag all fields out of the specific group.