iForm App Record View Screen Updates
In 2019 we will be updating our Mobile App interface with more features and functionality designed to streamline the data collection process and make tasks easier for field users. The first screen we are updating is the Record View Screen.
Here a new look at the screen below. You will see we did a few things on this screen:
- Moved the ‘Create New Record’ button to the bottom bar
- Moved the Sync button to the bottom bar
- Added a new button to Delete all records
- **In an Upcoming release we will remove the functionality to Tap and Hold to delete a record and will be replaced by this new functionality.
Choosing Delete All Records will pop up a box to confirm you wish to delete all records. After Typing in DELETE and selecting YES all records will be deleted.
Please share any feedback below and we hope to have this available in the next couple releases.
Happy Data Collecting!
-Ben
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Hey Ben,
Just tried it out on my device. Thumbs up - I like it!
This will help reduce the number of times our users need to "Clean Local Database", as they often just want to clear out the records on a certain form but don't want to delete them one-by-one. I also like the ability to delete just draft, or just uploaded, or all records.
One minor comment: placing text labels below the icons is more explicit, but the rest of the app uses icons without this convention. I'd recommend ditching the text descriptions and letting the icons be self-explanatory, to keep it visually clean and in-line with the convention used throughout the rest of the app. Also make sure the icons have the same weight visually and are vertically centered (the trashcan is taller than the plus and sync icons, or at least it appears that way).
Thanks!
Kyle
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Hi Kyle,
Thanks for sharing we hope that having some flexibility in what records you like to delete make folks lives easier.
In terms of the text labels below each of the icons we will go ahead and remove them and just keep icons there. As we make this change we will get over an updated build to our Advisory Group members to check it out.
Thanks
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One of the things we struggle with is finding a particular record quickly. The record view shows only the fist 3 elements on the parent form. Since some of the forms we we build rely on a specific csv order for the data_column_names the record view is dependent on that form structure. Is there a way to assign the elements to be displayed on the record view? Then we could use things like the project name or address in the record view making it easier to identify which records are on the device. This also makes it eaier to identify which records to save and which to delete.
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Hey Darius, you can control which fields show on the record view along with how they are sorted. Check out the links below for more detail, and thanks for the feedback.
https://iformbuilder.zendesk.com/hc/en-us/articles/201699370-How-Do-I-Sort-the-Record-View-of-Forms-
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Sorry I have not been participating more. I really like the new layout, very clean. I don't have an issue with the titles next to the icons but either way works for us. I also like the new DELETE RECORD function, we generally have users delete on upload but there are times when it would be helpful for them to retain the record on the device until it clears audit on our end. Question (have not tested this) can the user on the client side continue to edit a record after it has been transmitted, is this the reason you want to retain a record on the client side?
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Hi Darius,
We appreciate the feedback and sounds like this functionality will work great for you and your field teams!
To answer your questions once the record is uploaded to the server it is not editable on the device anymore.
In regards to the gestures we have tested this and the gestures do not interfere. If the gesture is not performed correctly the user could accidentally select delete but they have to perform other steps to confirm the delete so records cannot be deleted accidentally.
Thanks!
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Hi Everyone,
We have just put together a design for this on the Android Platform. Please take a look at the screenshots below. We will be getting a build out to our advisory group folks here shortly as well.
You will notice on Android we have the ability to select multiple records and then delete only those selected
Thanks
-Ben
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Hi everyone,
We have just released our Android Build to the BETA Channel. To test this new functionality and provide any feedback join our beta program. JOIN THE BETA PROGRAM.
Happy Data Collecting!
-Ben
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