Create a Form

Create a form from the All Forms page. A form can also be created from the work activity template. See Associate Forms to a Work Activity Template for more information.

PREREQUISITES: To view, create, and edit forms, users must have the Smart Forms employee relate assigned to them. See Give Employees Access to Pages in Admin for more information.

1. From the home page, click Configure and click Work Activity Templates.
2. Click the All Forms tab.
3. Click Form on the upper-right corner.

4. Add the form information in the Form Name and Description fields.
5. Select the Geometry Type from the drop-down list.
6. If Point is selected as the Geometry Type, select the Color and Size for the symbol.
7. Select the GNSS Collection Settings for the form. See Forms in the Trimble Unity Field Guide for more information.

• Accuracy Tolerance
• In the Value field, enter the threshold setting in meters or feet.
• Select meter or foot as the Unit.
• Select the Allow Forced Collection check box to allow a forced collection of data if the threshold isn't met.

• Tilt Tolerance
• In the Value field, enter the threshold setting in degrees.
• Select the Allow Forced Collection check box to allow a forced collection of data if the threshold isn't met.

• Disable Manually Digitizing: Turn this switch on to force users to collect location using GPS rather than manually selecting a point on the map.

8. Click Create Form.

The Form Editor opens to complete building the form.

9. Drag a field from the Fields section into the page wanted. Adding it to the panel below would create another group, or page on the forms.

The Fields include:

• Text: Click and drag to add a field the user can manually enter a response in. A default response can be added if wanted that appears automatically, but can be edited.
• Integer: Click and drag to add a field the user can enter an integer in.
• Decimal: Click and drag to add a field the user can enter a decimal in.
• Date: Click and drag to allow the user to select a date.
• Boolean: Click and drag to add a field that users can select yes or no to.
• Multiple Choice: Click and drag to add a field that has multiple options a user can select from.
• Barcode: Click and drag to add generic barcode scanning.
• User: Click and drag to allows users to be assigned to the form.
• List: Click and drag to allow child fields to be grouped together in a list. For more information on how to configure this, see Configure a List Field.
• Signature: Click and drag to allow a signature to be captured.
• Group: Click and drag to create another group of field. Adding a new field below the last group, also creates another group automatically.
• Geometry: Click and drag to capture position information of the asset.

10. Fill out the information for the new field in the Edit panel on the right-side.

11. Select any of the check boxes in the Advanced Options that you want to apply to the field.

• Required: Marks this field as required.
• Read-Only: Marks this field as read only.
• Allow edits after Save: Marks this field as editable after it is saved.
• Enable Copying across Forms: Marks this field as able to be copied across forms.
• Conditional Question: Marks this field as a conditional question. Conditional questions appear if any or all of the specified values are selected, otherwise they are hidden.
• Allow Multi-Select: Marks this field as able to select multiple answers.
• Expression for Default: Allows a default value to display in the field.

12. Click Save.

13. To edit existing fields, click the Edit Field icon under Actions to the right of the field.
14. To copy a field, click the Copy Field icon under Actions to the right of the field.
15. To remove a field, click the Delete Field icon under Actions to the right of the field.
16. To remove an entire group, click the Delete Group icon in the upper-right corner of a group.
17. Click save in the upper-right corner of the form editor to complete the form.