Create New Form

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Create New Form

A new form can be created directly on the server, based on an existing template. To create a new form, select the New button on the Data Forms page frame.

Create New Form

The Create Forms page opens. Enter a Name for the data form and edit the form details in the available fields. Note that Red Bold* denotes required fields.

 

Note: Collect form names are limited to 60 characters. The name of the data form cannot contain periods, forward or backward slashes, and apostrophes. If periods, slashes or apostrophes are included in the name, an error message will be displayed and the data form will not be created.

 

Special characters for languages supported in EQuIS Collect can be used in forms and form names.

https://tools.oratory.com/altcodes.html.

 

Form Details

Click on Select Form Template to open a new searchable dialog window of existing templates listed in alphabetical order.

Select Form Templates

The Facility auto-populates with the active Facility session for the Collect Enterprise dashboard and cannot be changed. If creating the form while in a Facility Group or a specific facility has not been chosen on the dashboard, a drop-down will appear requiring the user to select a specific facility to assign to the form.

 

If the selected template has Pre-Population defined, a Use Pre-Population Report check box appears. Check this box to enable Pre-Population on this form; this will default to using the same report parameters for this form as were used when originally designing the template’s Pre-Population logic. If a different set of report parameters is desired, click User Report. On the Parameters screen that opens, users can load a previously saved user report by clicking Load or select the desired parameters in the main portion of the window. Click OK to save the report parameters that will be used to pre-populate this form.

 

The User Groups will auto-populate to the User Groups currently assigned to the selected Form Template. To change the User Group settings, select Users Groups to open the Groups window. Check the boxes for all desired user groups and select the OK button.

Groups

The Sync Data feature allows multiple Collect users to use the same form and see all the data that has been collected from multiple devices. Check the Sync Data box to enable the synchronization option. See the Sync Data Functionality article for additional details and an example of data syncing for multiple mobile devices.

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Attachments

 

Files can be attached to the form to be available on Collect Mobile. Attached files are displayed below the Attachments buttons. To remove any file as an attachment, select the Delete Col-Delete_Icon icon to the right of the file name.

 

Three sources are available to attached files: User reports, files stored in the DT_FILE table, and local files.

 

Attach Report

 

Select the Attach Report button to open the Report Selector window. Check the box to the left of the desired report name to select the report and click the OK button.

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The Parameters dialog will appear. Select a User Report.

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Adjust any parameters and select an output type. Click the OK button.

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After the report is finished running, the report file name appears below the Attachments buttons.

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Files Stored in DT_FILE Table

 

Select the Attach Files button to select files from the DT_FILE table. The search box under the column names can be used to filter the file list and easily find the desired file(s). Check the box to the left of the desired file name to select the file. Click the OK button.

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The attached files will be displayed below the Attachments buttons.

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Local Files

 

Select the Attach Local Files button to to display an Open File window. Browse to the folder containing the file(s) and select the desired attachments. The attached files will be displayed below the Attachments buttons.