PARAMETERS

Form

Parameters

The Form / Settings Menu allows you to manage or create the different forms attached to the selected Application.

The table displays :

  • The Form Label
  • The Email recipient of the answers to the form
  • Active Form (Y/N)
  • End date of validity of the form
  • The action buttons :
    • Answer Button (Display Answers)
    • Edit Button (Edit Form)
    • Duplicate button (Duplicate without the answer)
    • Delete button (with confirmation)
    Add Form Button: Switch to edit mode to add a form

Editing a form

Editing is managed through 3 tabs :

General tab

  • Wording of the form
  • Category :
  • Single response (Y/N) per mobile user. Case of a survey for example
  • Modifiable by the creator (mobile user)
  • Displaying response history (application)
  • Allow drafts (application)
  • On (Y/N)
  • Text displayed on the validation button of the form
  • Text of the message of validation of the form by the mobile user
  • Redirection after validation
  • Validity start date and time
  • Date and time of expiry

Recipient tab

  • Recipient e-mail(s): multiple e-mails can be entered, separated by “;” 
  • Recipient e-mail(s): multiple e-mails can be entered, separated by ; 
  • Reception of the email by the mobile user: if this option is checked, the identified mobile user who answers the form from the application will receive his answer by email when validating the form entry.
  • Reception of the mail by :
  • Conditional recipients: Allows you to define e-mail recipients who will receive the response for entering a form according to the value of the response data. (See below)

Data Tab

Orderly list (by Sequence Order) of form fields :

  • Label
  • Type of data
  • Activated or inactive
  • Mandatory or optional
  • Duplicate Button
  • Delete button
  • Move button (by drag and drop)
The “Add Field” Button allows you to create a new field in the form.

New field

Editing a field allows you to fill in the following elements :

  • Label (Text)
  • Type of data (see table below)
  • Active (Y/N)
  • Sequence Order
  • Mandatory Data (Y/N)
  • Min of a numeric data or date or time or date/time
  • Max of a numeric data or date or time or date/time
  • Length of a text data
  • Regular expression for response validation. Help and Test 
  • Default value displayed in the form. It is possible to display in this field, data of the connected mobile user: more info
  • If list: list of values in the list with the button ” Add a value “.
  • Error message text
  • Placeholder text input help text

Depending on the type of data, the information taken into account is .

Type

Note

Limite min

Limite max

Longueur

Text

 

N/A

N/A

Number of characters

Long Text

 (Several lines)

 

 

N/A

N/A

Number of characters

Integer

 

 

Minimum value

Maximum value

N/A

Number

 

 

Minimum value

Maximum value

N/A

Date

 

 

Minimum value

Maximum value

N/A

Time

 

 

Minimum value

Maximum value

N/A

Date and time

 

 

Minimum value

Maximum value

N/A

Single selection list

 

N/A

N/A

N/A

Multiple selection list

 

N/A

N/A

N/A

Checkbox (Y/N)

 

N/A

N/A

N/A

Email

 

 

N/A

N/A

Number of characters

URL

 

 

N/A

N/A

Number of characters

Label : Text display in the form  No answer possible

Enter Default value

N/A

N/A

N/A

Photo (via camera or mobile gallery)

 

N/A

N/A

N/A

Position : GPS coordinates not visible to the mobile user

 

N/A

N/A

N/A

Digital signature allows you to sign with a stylus or your finger

 

N/A

N/A

N/A

Phone

 

N/A

N/A

Number of characters

Scan Code : reads barcode or QRCode

 

N/A

N/A

N/A

Page break : allows you to define several form screens

 

N/A

N/A

N/A

Adress1 : allows you to enter in address format

 

N/A

N/A

N/A

Picture : display an image in the form.  No answer possible

 

N/A

N/A

N/A

Conditional Recipients

In addition to the (permanent) recipients of the responses to the form, it is possible to define conditional recipients who will receive the responses to the form according to a sequence of conditions defined by the values of the responses.
A condition consists of :
  • a form field (chosen from the list of profile fields)
  • an Operator among a list (for example: equal, different, superior, …)
  • possibly one or more values
Rules according to field type :
  • Text / Long Text / email / URL
    • Operators : equal, different, starts with, contains, ends with
    • Value : text to be entered
  • Integer / Numéric
    • Operators : equal, different, higher, lower
    • Value: numeric to be entered
  • Date
    • Operators : equal, different, higher, lower
    • Value: Date to be entered
  • Time
    • Operators : equal, different, higher, lower
    • Value : hour: minute to be entered
  • Date – Time
    • Operators : equal, different, higher, lower
    • Value : date + time to be entered
  • Check box
    • Operators: checked, unchecked
    • Value: n/a
  • List
    • Operators: among, excluding
    • Value: List of multiple-choice values
Cette page en PDF :