Forms and Fields

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EQuIS 7  >>  Collect > EQuIS Collect Enterprise > Form Designer > New Form Template >

Forms and Fields

The topics in this section describe the process of building forms by assembling fields and properties in the Form Template Layout window. Once the forms are built, field attributes are assigned, data mapping can be performed, and formulas can be added as needed. While editing a form within a template, the edits will be automatically saved at five-minute intervals. This feature prevents the loss of edits to a form, which comes in handy when working with large forms containing several entries.

 

Building the forms can be performed in a linear or tree-structured manner. While the data collected is the same regardless of the structure of these fields, grouping the fields will have a direct impact on how the template/form displays on the Collect Mobile app once deployed and on the data collected. Group forms on the template to facilitate ease of use and understanding by the field crews and to ensure data is not duplicated across forms.

 

Example of Form Building

 

The user will be performing field activities related to groundwater monitoring. A groundwater monitoring template needs to be designed, which will consist on the sampling activity itself and the following other activities: location definition, task definition, safety meeting, and equipment calibration. The user designs a template that consists of several forms, each relating to a specific activity. These forms can be configured within the template and visualized as either a linear structure or a tree structure.

 

Linear Structure

In a linear structure, the forms are grouped in a top down fashion. Each form is a discrete "parent" form with no "child/children" forms.

 

Fields - linear structure

 

Tree Structure

 

In a tree-structure, child forms are grouped under a selected parent form. In this example, four of the field activities are child forms grouped under the main or parent form of groundwater monitoring.

 

Fields - tree structure

 

The design of the template form tree allows the user to drag and drop forms to reposition them in the template and save form positions. Primary forms can only be moved within the primary scope. Child forms can only be moved within their primary form. Clicking Save in the Form Template Layout window will save the positions.

 

Col-Form_Layout-Reorganizing_Tree_Structure