Form Recipes
Capture Google Maps Images in eForms Mobile
Using Google’s Open API, forms designed in eForms Mobile can easily display map images from Google Maps right on the screen for users to reference and annotate! In short, the eForms Mobile Media field allows any image to be captured from a URL. The ...
Customizing Titles of In-Progress Form Entries
We provide an option to set the answer of a chosen Form field as the row title in the History and Saved Entries screens of the app. To set this up simply follow these steps: In the web portal, go to the Settings page of your Form design. Select the ...
Dynamically Displaying Images from Data Source, Web or Map sources
TABLE OF CONTENTS Data Source-hosted Images Displaying an Image in a Media Field via a Choices Field Displaying an Image within a Section Field Web-hosted Images Location-based images The "Dynamic Image" property allows you to load images dynamically ...
Common Formula Q&A
Below is a list of common scenarios that involve the use of a formula to achieve. This is purely a quick reference guide in a Q & A format. Q: How do I move fields between Pages in the Form Designer? A: There are a few ways to do this: You can use ...
Formula Cheat Sheet
Below are a list of most of the platform formula builder functions that can be used in formulae. 1. CONTEXTUAL FORMULAS TODAY() Current Date The current local date reported by the device. NOTE: Device dates can be inaccurate if the local time is not ...
Repeatedly Scanning Barcodes / QR Codes
Depending on your scenario, you may want to create a list of barcodes that are scanned by the user through a Form. One way you can do this is to have a very simple Form design that contains just a single barcode field along with a Data Source field. ...
Looking Up A Data Source Row From a Barcode Scan
A common scenario that occurs in mobile business is the need to scan a barcode to look up information about the item to which the bar code is affixed. Effectively, one wants a Form that should capture the barcode and retrieve a row from Data Source. ...
Saving Entry Values For Reuse / Defaulting (Global Values)
Sometimes you may want to store values on the device to reuse on the same Screen or in multiple Screens. For example, say you have a common field in several Form Screens that the user has to select every time - e.g., a project, client or job number. ...
Validating Answers (Custom Validation)
TABLE OF CONTENTS Example: Social Security Number Example: Time Example: Multiple Email Addresses When it comes to validating user answers, you have the following standard options: Required - forces the user to provide *something* as an answer ...
Calculating the Duration/Time elapsed between two form fields
For some questionaire/survey-type scenarios, you may wish to track the time it takes the user to fill out a Form, or maybe a section in the Form. This is done by storing a corresponding start and end date/time value, with these values being set when ...
Creating, Updating, and Deleting Rows in a Data Source
Often you may want to allow the user to create, edit or even delete rows on your Data Sources. This is supported on our platform by setting up a Form in the way described below. Creating/Editing Rows in a Data Source Let's assume you have a data ...
Workflow A Form Entry Between Users (Process Steps)
Often, a business process requires more than one person to complete it. In these scenarios, just capturing a Form entry is not enough: multiple users must review, approve, reject, or update it. The Process Step field type found in the Form Designer ...
Generating a Unique Number/Code
We offer several options for generating a unique number or code on a form output. This is often needed for scenarios like order numbers, invoice codes, document IDs, etc. One method is to use the Auto-Number field, which you can read more about in ...
Allowing Users to Jump Pages (Custom Form Navigation)
By default, every Form you create has automatic navigation buttons in the form of arrows that appear at the top of your Form in the title bar of the app. These buttons let the user advance forward one page or backward by one page at a time. The user ...
Conditionally Required Fields (Required Condition)
The standard Required and Read Only option on the Form designer lets you define fields that are always required or read-only respectively. However, sometimes you need to make a field required or read only based on the answer(s) to a previous field. ...
Cascading Choices (also know as Parent-Child)
Often the answer to one Choices field should populate or filter the options available in a subsequent field. We call this "cascading choices," where a parent Choice drives one or more child fields. You can easily add cascading behavior using the Form ...
Dynamic Titles and Hints
Sometimes you may want your field's Title or Hint text to dynamically include a value from a previous field. This is useful in cases where the answer to one question sets the context for the fields that follow. For example, say you have a Choices ...
Dynamic Answers & Calculations (Dynamic Values)
Often you may need to display some text or calculate a value in a dynamic fashion. For example, you may want to show different text in a field based on what the user has previously answered. Or maybe you have a product order Form that should ...
Showing and Hiding Fields (Visibility)
There are many situations where you may want to show/hide fields (or even whole pages) based on the answer to a previous question. For example, say we have a Choices field that asks "Do you see any hazards?", with the options of Yes or No. Now if the ...