Refresh Data Functionality

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Refresh Data Functionality

The Refresh functionality allows users to update an existing pre-populated data form with the most recent data stored in the database, without needing to create a new data form. Data forms must utilize pre-population, and have the Allow Form Refresh check box selected when creating a data form in Collect Enterprise, for the functionality to be available. In Collect Mobile, a Refresh Col-Mob_Refresh_Data_Form_Icon button will be displayed for the data forms configured with these options selected. Clicking the Refresh button will update an existing data form with the most recent data from the database without overwriting any previously collected data.

 

Col-Mobile_Refresh_Data_Form

 

This feature requires the following:

A Data Form configured with pre-population and with "Allow Form Refresh" selected.

An active data connection while using Collect Mobile.

 

Notes:

Form data will only be refreshed for values that have pre-population configured. Aggregating values that are not pre-populated requires using the Sync data functionality in Collect Mobile.

The Refresh button will only be displayed for data forms that have Allow Form Refresh checked.

 

Warning:

If a user creates a data form from a pre-populated template that has a selected user report and proceeds to modify that user report parameters, then the Preview Pre-Population results will be inaccurate.

All records in data forms with pre-population enabled must follow the configured data set constraints before being available in Collect Mobile and the Web Forms widget. During pre-population the data set will, in combination with the Key fields in the pre-population mapping, define the record uniqueness. If there are two records with the same Key field values or data set value, only one will appear in the resulting data form during pre-population.