Adding fields to the template

1. 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.

2. Enter the name of the field as it will appear in the form.

3. 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.

4. Once you have edited the properties of the field you have added, click to confirm your changes and add the field to the form.

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:

• Select the Required field check box if the field must be filled out during data collection.

• Click the Mandatory button if the field must be updated.

• Click the Read-only button if the field must not be modified.

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.

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.

To rearrange the fields in your form template, click and drag them.

Arranging fields in groups

1. From the Layout fields group, click and drag a Group field onto the template.
2. Enter the text for the group label.
3. 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.
4. To confirm your changes and add the group to the form, click .

Splitting the form into pages

1. From the Layout fields group, click and drag a Page header field onto the template.
2. Enter the text that will appear at the top of the page.
3. 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.
4. To confirm your changes and add the page header to the form, click .