Form Templates

Adding and Configuring Form Elements

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Each form template is an ordered list of elements that are assembled to create the form. These are some of the elements that you can add to a form:

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  1. Click Add Form Element to add a new element to the end of the list of elements. You can then use the controls to configure the new elements.

  2. Use the up and down arrows to change the order of form elements in the template, or click and hold the Move forms_template-drag_and-drop_icon.png icon with your mouse to drag the form element up or down the list to the required position.

  3. Expand the Type drop-down list and select the type of element. Possible options are:

    • Label: Text that is added to the form, which the driver does not respond to directly.

    • Text Box: A field where the driver can enter a text value that is sent back to you. This field is also used when configuring a typeahead search form.

    • Dropdown: A drop-down list that the driver can select options from.

    • Checkbox: A check box that the driver can select or leave clear.

    • QRCode: A control that receives the results of scanning a QR code via the device that is used to fill out the form. Only available for Standard form types.

    • Signature: A control where the driver can sign the form before submitting.

    • Photo: A control that receives a photo taken by the device that is used to fill out the form.

    • Section: A section that contains other form types, that can be split across pages using page breaks. Use the Previous and Next buttons to navigate through the pages.

    • Location: A control that, when pressed, inserts the current location into the form as a latitude-longitude coordinate pair.

    • Hidden: A control that is hidden from WorkPlan users and used to automatically collect information from the device. See Using Hidden Form Elements for more information.

    • Page Break: Only available as a nested item within a Section, and used to separate the individual pages that are included in a Section.

    • DVIR Control: Only available when configuring a DVIR form, and is used to indicate if an inspection area has passed the inspection or requires a repair.

    • DVIR Summary: Only available when configuring a DVIR form, and is used to add a summary of the status of each DVIR Control displayed in the DVIR form.

  4. Enter a name for the form element. Every element requires a name, which is displayed in the final form as a label for the element. For Label elements, the name is the entire text of the element.

  5. Some element types take an additional text value, which is assigned using the Text Value field. When you click inside the text value field, a text box opens, where you enter the actual value. When you have entered the text value, click Done.

    • A Text Box, QR Code, or Photo can optionally be assigned a value that is displayed by default if the driver has not entered any text.

    • For Dropdown or Radio Button controls, enter the values (labels) of individual options within the control. Enter each option on a separate line, and press the Enter key at the end of each option, then click Done. The options are displayed in the Text Value field, separated by semicolons. Do not enter the semicolons yourself, as these will appear as part of the value, rather than separating different values.

  6. Select the Required check box if the driver must provide a response to the element before submitting the form. For Section and Label elements the Required check box is disabled.

  7. Click Advanced to specify advanced formatting for the element. Advanced formatting lets you:

    • Configure elements so that they are only shown when another element is also shown (Parent).

    • Cause elements to be shown or hidden based on the response to an element (Event).

    • Validate the text that a driver enters into a text box (Validation).

    • Configure the field to be pre-populated (Prepopulate).

    • Configure typeahead search form templates (Typeahead Search).

    • Configure signatures in third signature DVIR forms to be cleared when the form opens (Clear Before Edit). This is only applicable to forms with a form type of DVIR.

  8. Click Remove Field section_delete_btn.png to remove an element from the form.

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