Forms

You can fill out configurable smart forms during the data collection process for work activities. Required fields ensure that information is captured correctly and thoroughly.

Different forms available include: 

  • Default Values on Forms: Default values are automatically populated on the form.
  • Represent Fields Based on Predefined Conditional Rules: Required fields can be shown or hidden based on predefined conditional rules.
  • Validate Required Fields: When required fields are not populated, a prompt appears to inform the user that the field is required to continue.
  • Calculate Value Automatically: Values are calculated automatically based on values entered by the user.
  • Calculate Condition Scoring Automatically: Conditions are calculated automatically based on the calculated scores entered by the user.

Required fields are indicated with a red asterisk.

Required fields must be completed.

A drop-down list field allows the user to select an option from a drop-down list.

  1. Tap the drop-down list field.

  1. Select an option from the list.

The field updates.

A radio button field allows users to select one answer from a list of options.

  1. Tap a radio button to select an option.

A filled radio button indicates it has been selected.

A date and time field allows the user to select a date and/or time for the field.

  1. Tap a date and time field.
  2. Select a date from the Select date panel. Tap Confirm. Tap the Pencil icon to input a date via the keyboard.

  1. Select a time from the Select time panel. Tap Confirm.

The field updates.

A text field allows users to input data via their keyboard.

  1. Tap the text field.

Your device's keyboard appears.

  1. Enter in your desired text.

  1. Tap Done on your keyboard.

The field updates.

A comments field allows users to add additional comments to a work activity.

  1. Next to the comments field, tap Add.

The Add Comments panel opens.

  1. Tap the comments field to enter your comments.
  2. Tap Save.

The comment appears in the field.