Add Group

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

Add Group

The Add Group feature allows fields to be grouped together within a form. Multiple groups can be created but each field can only be added to one group.

 

Grouped_fields

 

Grouped fields will be displayed on the mobile device in a collapsible/expandable view.

 

Groupings Collapsed and Ungrouped Field on Collect (iPad)

 

Grouping Expanded and Ungrouped Field on Collect (iPad)

 

Add Group

 

To add a group, click on the Add Group button and the Add Group window will appear displaying the available fields. Fields currently assigned to a field grouping will appear in red, and ungrouped fields will appear in black. Create a Group Name and check the boxes of the fields to be added to the group. Click the Add Group button at the bottom of the Add Group window.

 

Add_Group

 

Add_Group_list

 

Edit Group

 

To Edit a group, click on the Edit button in the Group header. The Edit Group window will be displayed. Fields currently assigned to a field grouping will appear in red, and ungrouped fields will appear in black. Reassign fields and rename the group. Click the Edit Group button at the bottom of the Edit Group window.

 

Add_Group_Edit

 

Add_Group_Edit_list

 

Delete Group

 

To delete a group, click the delete button in the Group header. Upon deletion the fields will be come ungrouped.

 

Add_Group_Delete

 

Add_Group_Ungrouped