Form Properties
Pressing the Edit button in the title bar of the Device View can access the Page Properties window.
- Label - The Label is the text shown to the user at the top of the form.
- Database Table Name - This value is displayed in the Data Views page within the admin tool and how the table is saved in the database.
- Description - Used to store development notes about the form. This is not displayed to the end user.
- Form Icon (URL) - Choose an icon from the library or point to your own using the URL input.
- Reference IDs - Expanded functionality and restrictions, check it out!
- Sort Order - All forms start with the order of 0. To order forms, just enter the respective order number in each form. For example, enter '0' for the first form to be listed and enter '1' for the second form to be listed.
- Label Icons URL - Path label icon assets reside.
- Page Level Javascript - Global JavaScript defined HERE can be accessed by that form and subforms.
- Save Changes - Saves the form properties in their current state.
- Delete Form - Deletes the Current Form from the Database.
- Cancel - Disregards any changes made
*NOTE (Form Icon): For best results, use a 64X64 pixel PNG image with transparency.
Device View
- Add New Input - Click this button to add a new widget to your form directly below the currently highlighted widget.
- Duplicate Input - Click this button to copy the currently highlighted widget.
- Delete Input - Click this button to delete the currently highlighted widget. (Deleting a widget will erase all collected data.)
Element Properties
- Common - Define element Label and data column name. Description will be displayed to end user.
- Input Properties - Define the element type, and specific element properties.
- Option List - Create/Manage lists for specific elements (Select, Pick list, Multi-Select, E-mail).
- Smart Paging - Manage sub-form relationships and linkage definitions.
- Smart Control - Use JavasScript to design smarter forms and perform custom validations.
- Smart Table Search - Look-up using a unique identifier and return data associated to that ID.
- Reference ID - Expanded element display control.
- Info - Displays meta data for each input (Created Date, Modified Date, etc.)
Common Properties
- Label - This text will displayed to the user on the device (may contain special characters)
- Data Column Name - The name of the element that is stored in the database (no special characters)
- Description - The element description is a note that will be displayed to the end user when they interact with that element.
Data Column Name Details:
- Represents the column that will be stored in the database and visible in the Feeds.
- Used to reference any specific element when using Smart Controls.
- By default the data column name is automatically generated from the element Label.
- Certain column names are reserved by the platform and you will get an error that looks similar to the one you see in the screen shot below.
Input Properties
The
Input Properties tab controls the type of input, and some additional properties that can be applied as well. Chose the proper input type to match your needs, such as text, date, photo, time, or even barcodes to name a few. Selecting a new input type from the drop-down list updates the display to reflect how this input will look on the mobile device. To check out other types of data inputs
CLICK HERE.
*Not every widget supports the properties listed below, and only supported properties will be show based in widget type.
- Input Type - Check out all of the different input types.
- Encryption - Encrypt specific element data using your public/private key pair (Requires iForm ES)
- Disabled - Preserves historical data by disabling the input rather then remove it. No data can be captured while an element is marked as disabled. The Data is still available in the Data Feeds but is hidden from the Data Views.
- **This feature should no be used when trying to hide an element with conditional requirement**
- Required - Elements set to required will be enforced if they are showing on the client and have not been satisfied when the user presses "Done".
- Read-Only - A field marked with this flag will appear similar to a text label (Suggest using a Read-Only element instead.)
- Send Email - Set this flag on an E-mail element to send a copy of the data to the addressee in an HTML formatted e-mail once the record is uploaded to the server.
- Hide Typing - Password style masking for text input.
- Data Size - Controls the number of characters that can be entered for that particular element.
- Mask - Use JavaScript masks to further control the data that is entered into fields that support masking (Phone Number, SSN, Zip).
- Attachment Link - Define the path of the attachment that will load (local or external).
- The Low and High Value parameters are used to establish the upper and lower bounds of controls with the Range element. By default, the low value is set to 0, but this can be changed to any number you choose.
Option List Properties
In the Option List Manager, users can set up lists of options to populate Select, Pick-List, Multi-Select, and Email widgets. To create a list, highlight a supported widget and click on the Option List Manager button. Option lists are reusable allowing you to apply the same option list to several different elements. Creating your own option list is easy. Follow the steps below to create an option list!
***Note: If you have 2 forms using the same option list, editing one option list in one form will affect the other. Ex. If you copy a form, they will share option lists. If you change the copied form option list values, it will change the original as well.***
- Begin by pressing the "+" button. This will create a new option list with a default name of "# My Option List".
- Enter the new name for your option list on the right side of the manager where you see the matching text.
- Each one of your options needs to be separated by a hard return (pressing the "enter" or "return" key). You can also copy data from excel and paste it into a text editor to remove the formatting and then paste into the Option List Manager.
- Click the Save List to add your new list to the Option lists window.
Now that you have created the custom list, you still need to assign it to your element.
Highlight the list that you want to apply to the element and click the Assign list to element button. You can also delete any lists that you like by highlighting the list from the menu and clicking the "-" button.
If you wish to edit the option list content simply click on the title of that list and that list will open for editing. The options can be rearranged as well using drag and drop. Be sure to hit
Save list in order for any changes you've made to take affect.
The Advanced tab permits the user to embed conditional logic into the list (Smart Option Lists), and change the "key_value" of the options within the list. Options can also be resorted by dragging and dropping them to a new location.
Icons URL is used to define the location of the graphical assets for
Image Option Lists. When defining your directory point to the folder of the URL where the images live. Ensure you do not have a '/' at the end of your URL or you will no longer be pointing to the image directory.
Smart Paging Properties
Smart Paging only applies to sub-form elements. This feature allows users to select any form they have created to be used as a sub-form. Using sub-forms can increase application speed for projects that require a lot of conditional logic, or contain a lot of questions. Rather than place all of your form elements in one long form it is beneficial to chunk information into sub-forms.
- Subform - This menu allows you to choose what form you want to use as a sub-form. Since all forms on your account appear in this menu, any form can be a parent or a sub-form.
- Link Mode - The link mode determines how many records can be captured for this particular subform element. Single will restrict the user to one record, while multiple will allow for X number of records to be captured.
- Separate Table View - Choose this option if you want to see the subform records in a separate table view (rather than display the subform record summary below the element)
By selecting the Separate Table View box collected sub-form records will be viewed differently depending on the Link Mode and Separate Table View box selections as shown below:
- Single Paging Selected and the Separate Table View box is UNCHECKED.
- Single Paging Selected and the Separate Table View box is CHECKED.
- Multiple Paging Selected and the Separate Table View box is UNCHECKED.
- Multiple Paging Selected and the Separate Table View box is CHECKED.
Smart Control Properties
Dynamic Value - Use JavaScript statements (strict, or conditional) to set the value of the element.
Conditional Value - When the statement evaluates as true the element will display on the device, otherwise it will remain hidden.
Dynamic Label - Use JavaScript statements to specify the label of an element.
Click Here to learn how to utilize Dynamic Label.
Client Validation - Use custom validation logic to restrict a record from uploading unless certain values are entered.
Validation Message - This message will display to the end user in a pop-up window if the client validation fails.
Smart Table Search Properties
Smart Table Search allows you to perform a local search on any data table. Ideally, the data column that you perform a search on should contain a unique value. In the case where the data that you perform the search on is not unique, one of the records will be returned. The Smart Table Search takes two parameters, Table Name and Column Name (data column name). A good example of a unique value is a phone number or social security number.
CLICK HERE to learn how to set up a form that utilizes Smart Table Search.
Reference ID
In the Reference ID tab you can specify properties of an individual element. CLICK HERE to see the Reference IDs available for Elements.
Info
In the Info tab, database and version information for the selected input is available.
Element ID - Identification Number of the element in the form.
Element Index - Number of the element on the form. Used with
DISPLAYFIELD Reference ID.
Belongs to the page - The ID number of the Form you are currently working with.
Auto-Save
Beneath the Element Properties panel is the application save bar.
By Default Auto-Save is disabled. With Auto-Save enabled, the application will save all changes automatically after three seconds of inactivity.
The Save button becomes enabled when there are changes to save to the database. When it is disabled, all changes have been saved and no saving is necessary.
The Load button returns the user to the Load Page window to load another page for editing, or create a new page.
Reference Materials (Attachments)
You can link reference files within your form so that you never have to leave the application to view an external document. PDF documents that are hosted on the web will be stored locally on the device for offline viewing. You will need an active connection (wifi, or cellular) to view active web pages. To have PDFs save locally refer to the Attachment Widget Documentation
To link these reference materials to element, enter a valid URL in the attachment link field, found under the element "Input Properties" in Form Builder. Once the URL has been entered and the form has been saved, the device will need to be synced before the reference materials can be viewed by users entering data.
When the form is opened on the device you will see a blue arrow on the element that has an attachment link. Users can click on the blue arrow to go directly to the reference materials, or tap on the element and then click on the paper-clip icon to view the attachment.
To return back to the form just tap the button in the top left hand corner of the device that will show the element name the link is attached to.
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