Adding fields to the template
Use the Fields tab of the Template Editor to add different field types to the form template, arrange fields on the form, and configure settings for data collection and data update at per field. Building a well-designed form can take some time. To save your changes at any time, click Save at the top of the screen.
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Click the field type you want to include in your template and drag it to the Drop fields here area. Alternatively, double-click the field to add it to the template.
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Enter the name of the field as it will appear in the form.
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Complete the remaining displayed properties. The properties shown depend on the type of field you have added.
For information about the different types of fields you can add to a form template and their properties, see Template field types.
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Once you have edited the properties of the field you have added, click
to confirm your changes and add the field to the form.
Add any fields from the Auto fields group that can automatically capture the data you need first, before you add your own custom data fields. Automatic fields are automatically completed when the form is saved in the field, and usually don't require any interaction from the user. For more information, see Automatic field types.
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The same form can be used for data collection and for data update.
Each type of data field and image field provides settings for requiring the field to be filled out or updated. For data update you can also lock fields so that they are read-only and cannot be updated:
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Select the Required field check box if the field must be filled out during data collection.
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Click the Mandatory
button if the field must be updated.
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Click the Read-only
button if the field must not be modified.
TerraFlex users must have a TerraFlex Premium or Standard license to be able to perform task-based data maintenance in the field. To enforce Mandatory and Read-only settings in the TerraFlex software, you must select the Enable field update behavior check box in the Template variants group in the Template tab of the Template Editor.
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Select the Repeat field check box to repeat the last used value for the field in the next instance of the form. This enables faster workflows in the field when creating forms for similar assets.
To give the field user control over whether the last used value is repeated, go to the Template tab of the Template Editor and in the Repeating fields group select the Ask for user confirmation option. To always repeat the last used value without asking the user, select the Repeat automatically option.
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You can add rules that control whether a field appears in the form, based on the value selected for another field. Rules make forms simpler and faster to fill out in the TerraFlex app because fields that are not relevant to the particular asset are not shown.
To create a rule, click the Add rule button for any field you have added to the form template, or select the Rules tab in the Template editor.
For more information, see Template rules.
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To rearrange the fields in your form template, click and drag them.
Arranging fields in groups
- From the Layout fields group, click and drag a Group field onto the template.
- Enter the text for the group label.
- Click and drag a field type to include it in the group and drop it onto the group tile. You can drag new fields from the left of the screen, or drag fields you have already added to the form.
- To confirm your changes and add the group to the form, click
.
Splitting the form into pages
- From the Layout fields group, click and drag a Page header field onto the template.
- Enter the text that will appear at the top of the page.
- Click and drag the fields to include on the page, and drop them below the page header. You can drag new fields from the left of the screen, or drag fields you have already added to the form. Any fields that you have already added to the page that are positioned below the page header will appear on that page.
- To confirm your changes and add the page header to the form, click
.
You can configure the Required setting for data collection and the Mandatory and Read-only settings for data update at the group level or page level. Group-level and page-level settings can then be overridden by configuring different settings for individual fields in the group or page.