Templates Status

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

Templates Status

The Form Designer page provides a status summary of available form templates. For each form template, the following information is provided:

Name – Template title, as specified by the template builder.  

Version – Version number, as specified by the template builder.

Type – Form type, as specified by the template builder.

Format – Template format; frequently a specified EQuIS EDD format.

User Groups – User groups to which the template has been assigned.

Date – Date of template creation.

Created By – User who created the form template.

EDP? – If the form template is set to automatically process EDDs through EDP.

Status – Template status; can be design Form_status_design_icon, testing Form_status_testing_icon, published Form_status_published_icon, or disabled Form_status_disabled_icon.  

Editing – The Edit Pencil_icon icon allows further editing of the template until it is published.

Preview – The Preview preview_icon icon displays the structure of how the template will appear on the Collect Mobile app.

 

Template General Details

 

Each of the headers in the view window can be filtered alphabetically or chronologically.

 

Search

 

The Search box can be used to filter the form templates by name. Type the form name or a portion of the form name into the search field. The display of form templates will be limited to the search string.

 

Search template by name

 

search_template2

 

User Groups

 

The user group status shows which groups are currently assigned to the form template. To change or add user groups, click on the form template name in the user group column section. The Groups window opens showing all available user groups. Check the boxes for the desired user groups and select the OK button.

 

Assign user groups

 

Status

 

The Status column contains an icon that displays the status of the form template. The template status can be:

Design Form_status_design_icon,

Testing Form_status_testing_icon,

Published Form_status_published_icon, or

Disabled Form_status_disabled_icon.

 

By default, a new form template has a design status. To change the status of a form template or to delete a template, click on the Status icon of the template to open the Status window. Select the desired status option and click the OK button. The status icon changes to the selected option, unless a form is deleted, which removes the form. To prevent the inadvertent publication or deletion of a template, the user will be prompted with a message asking for confirmation of the selected action. It is possible to switch between “Design” and “Test” status multiple times, however, once a form is published, it is not possible to change its status or to “unpublish” the form.

 

Assign template status

 

Disabled templates are displayed by selecting the Show Disabled option.

 

Show Disabled

 

Form Preview

 

To see how the template structure will display on the Collect Mobile app, click the Preview preview_icon icon for the template. The Forms Template Preview window opens. Select any of the forms in the Forms Template Preview window to display the fields on the form. Select the Form Designer page from the side menu or hit the back button to return to the Form Designer page.

 

Template preview

 

To view the mapping variable structure, click the View Template button. A new web browser tab will open, showing details about the current template in an XML table structure. Note that this functionality may not work if pop-ups are blocked in the web browser.

 

Col-Form_Preview-View_Template

 

The table shows the form structure and their respective attributes, which are set during the design of the form. Field names are listed on the first column of the table. The field types are displayed in the second column, as well as their attributes in the subsequent columns (“Visible”; “Required”; “Formula”, etc.).