Create New Form Template

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EQuIS 7  >>  Collect > EQuIS Collect Enterprise > Form Designer Page >

Create New Form Template

To create a new form template, select the New Form Template button on the Form Designer page.

 

Form Designer

 

Several options are available to build a form template:

New Form Template – Create entirely new design.

Upload Form Template – Upload a previously saved design.

[Template name] – Copy a previously designed template.

 

Several Designer Templates

 

New Form Template

 

Choose the New Form Template option on the Form Templates window.

 

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Upload Form Template

 

The Upload Form Template option allows for selection of a previously designed template to create a new form template. Choose the Upload Form Template option on the Form Templates window.

 

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Browse to the desired template file and click the Upload button.

 

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Use Previously Designed Template

 

An already implemented template can be used, by copying it to a new version. Choose an already implemented template from the Form Templates window. In this example, the existing GeoPhotos template was selected.

 

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Click the Copy button to copy the existing template.

 

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Form Template Layout

 

The Form Template Layout window opens, allowing full and flexible customization.

 

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The Form Template Layout consists of the following features:

Main template details on the left side of the page.

Building fields on the right side of the page. These fields will constitute the forms.

Options to Save, Close, or Publish and Close the template are at the top of the frame.

 

Form Template Details

 

When creating a new template, complete the following details. Note that the Red Bold* details are required fields.

Name – Template title, as specified by the template builder. Title should be clear and concise.  

Version – Version number, as specified by the template builder. While developing a form, a good practice is to increment the version number.

Description – Summary description of the form. The description should provide sufficient detail to allow the user to understand the purpose of the form.

Type – Form type, as specified by the template builder. Provide consistent form types to assist users of the Collect Mobile app.

User Groups – User groups to which the template has been assigned. This field allows for distribution of the template to specific users, as part of a designated group. See the User Groups article for more detail.

Format – Template format, selected by drop-down menu. Collect Enterprise allows full flexibility of the EDD formats used to design a template. Any of the already known formats may be used (e.g., Geology EDD, EDGE, EFWEDD, EQEDD) or None. Selecting None allows the user to fully customize from scratch the format to be used with the template, based on the tables and sections available in the database schema.  

Automatically Push Form to EDP – When a known EQuIS format is selected, the Automatically Push Form to EDP checkbox is selected by default. This data processing option will automatically sign and submit the Collect EDD on the mobile device and upload to the EQuIS 7 database via EDP.

Automatically Push Form to Remote EDP – When a known EQuIS format is selected, the Automatically Push Form to Remote EDP checkbox is enabled if the ST_CONFIG table is configured for remote third party databases. See the Using Collect with EQuIS 6.x Databases article for more information about how to use this feature.

Mobile Reports Button – The Mobile Reports button is used to assign a report to a form template. See the Mobile Reports article for more detail.

Pre Population Button – Forms can be pre-populated with data and then made available on the Collect Mobile app. See the Pre-Population of New Form article for more detail.

Form Template Layout - Details Left Side

 

After the template details have been entered, select the Save button to be able to build forms and add fields.

 

A more detailed explanation of the form building process is in the Forms and Fields article. The Add Forms and Fields article describes the process of adding new forms and fields to the newly create form template.