Select Templates/Forms

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Select Templates/Forms

Tap the Menu Col-Mobile_Menu-Icon icon. Tap the Templates/Forms option to open the Forms and Templates tabs. By default, the Templates tab is hidden. To display the Templates tab, go to the General tab of the Settings page.

 

Templates Tab

 

Tap the Templates tab to display the templates assigned to the user in Collect. The template version number is shown after the template name. Templates are listed in alphabetical order. If numerous templates are assigned to a user, the search box can be used to find the desired template.

 

If not automatically downloaded, new templates will display a Download Col-Mobile_Template_Download_icon icon. Tap on the Download Col-Mobile_Template_Download_icon icon to download the template to the Collect Mobile app. Once downloaded, the template can be used to collect data. When a locally available template has been changed on the server, a refresh icon is displayed for the template (instead of a download icon).

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Tap a desired template to create a form. The Information screen opens. Enter a form name, select a facility, and add an optional form description. The Facility Chooser window allows the user to select the nearest facility and or choose from the list. The search bar can be used to find a facility in the list.

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Tap Save to create a working Form. Once the form is saved, it appears in the Forms tab.

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Forms Tab

 

All saved forms are displayed on the Forms tab as well as any forms created directly on the server. If numerous forms are available, the search box can be used to easily find the desired form. Tap the desired form to open it.

Forms 

Tap the New button to start entering a new record.

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The form name and ID are displayed at the top of the data form. Enter needed information into the fields. Expand or collapse grouped forms, as needed.

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Note: The text displayed in the Form Header is the value set in the Form Description property. If the Description is left blank, the Form Name (required field) is displayed.

 

In both Parent and Child forms, the number of records is shown in parentheses in the form header. The record count is seen with both new ad hoc records and also with pre-populated records. This feature allows users to easily know if a group of forms has any records when the groups are collapsed.

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