Form preview page

Form- Form Preview page lets you view details about the existing forms, change them or create a new form.

This page can only be accessed by Managers and Admin.
You can reach this page by clicking on pre-existing forms or adding a new form from the forms page.

This page has the following items (As labeled above):

1. Settings

This item contains all the basic details about the form such as:

Form ID

The number that identifies the form.

Name

The name of the form.

Form Instruction

The instruction the form creator has added into the form for users.

Require Job

The checkbox, when enabled, lets you make adding job mandatory for the form filler.

2. Custom Data

This item lets the form creator add custom data into their forms according to their unique requirements. The user can click on Add a new field to create custom data. This item has the following fields:

Name

The name of the data.

Type

The type of the data. Data can be of the following types:

Number

Any real number.

Text

Any form of text.

Yes/No

Either yes or no.

Single Select

Option to select one answer out of many.

Multiple Select

Option to select many answers out of the given answers.

Mandatory

The checkbox, when enabled, lets you make the custom data mandatory on your forms.

3. Checklist Options

This item lets you create options for your checklist. Clicking on Add a new outcome here lets you create a color coded outcome. This makes it easier for your users to decide the outcome of individual items of an analysis or inspection. The Checklist Options item has the following fields:

Abbreviation

The short form of your outcomes. This lets your users identify outcomes easily with their corresponding colors.

Description

The full name and description of the outcome. This lets your users understand when to use the outcomes and gives the full name of the outcome.

Require Comments

The checkbox, when enabled, lets you make comments mandatory for the user who chose this outcome.

Create Alerts

The checkbox, when enabled, lets you create alerts when a user chooses an outcome.

Enable Responsible Party

The checkbox, when enabled, lets you make adding name of the responsible organization mandatory when a user chooses an outcome.

Common Outcome

The checkbox, when enabled, lets you make an outcome a common outcome. A common outcome can be used to mark all the un-selected outcomes in a form in bulk.

Enable-sub Items

The checkbox, when enabled, lets you make sub-items of an item visible when the outcome is selected. When an item has no value type, sub-items for this item are auto displayed.

5. Checklist Items

This item lets you create categories and lists of items and sub-items that maybe required for your forms. It has the following fields:

1. Add a Category

This button lets you add a category.

2. Category Name

This field has the name of the category.

3. Add a new item

This button lets you add a new item into your category.

4. Ordering Arrows

These arrows let you decide the order of the categories. The categories will be displayed in your form according to this exact order.

You can delete a category by hovering over the category name and clicking on the bin icon that appears.

When items are created in a category you can see the following (As labeled above):

Item #

The number that identifies the item.

Description

Full name and description of the item.

Value Type

The value type of the item. An item can have the following values:

No Value

The item has no value set.

Short Text

The item can only be described with a short text in the form.

Long Text

The item can only be described with a long text in the form.

Number

The value of the item can only be a number.

Yes/No

The value of the item can only be yes or no.

Checklist Options

The value of the item can only be one of the checklist options set by you.

+(Add) Button

The button lets you add a sub-item when clicked. Sub-items have the same value types as an item.

You can click and drag the items to change item order. Items are displayed in the form in the exact order you set them. Hover over an item to delete or edit it.