Working with TerraFlex projects: collecting data

When completing a form in TerraFlex, you can save the form as a draft to come back to it at any time.

1. Next to , tap .

2. Tap Save As Draft.

Draft forms remain on the device and are not sync'd to Map Viewer while in draft state.

A draft form can also be deleted, as long as it has not been saved and was not imported as part of a task / ToDo.

1. On the Home screen, tap Forms, tap the form you want to delete.

2. Tap . Tap DELETE.

If the form has previously been saved or was imported as part of a task / ToDo, the option is not available.

Removing completed forms

To remove forms from TerraFlex once they have been uploaded (synchronized) to Trimble Connect , tap and tap Remove Forms. In the Remove Forms dialog, tap Yes.

To create a project with data from Terra Office add-in for ArcMap or Terra Office add-in for ArcGIS Pro (using the TerraFlex Local workflow), you must import the required TFIN file to TerraFlex. The required TFIN file must be stored in the Downloads folder on your device that is running TerraFlex.

For more information, see the TerraFlex Local workflow help in the Trimble Terra Office Help Portal.

To import the TFIN file:

1. Once the TFIN file is in the Downloads folder on the device, make sure you are in Local Projects mode, then on the Local Projects screen, tap Select a File.

2. The last used file location you used opens; if required, navigate to the Downloads folder, then select the TFIN file you want to import.

3. Once the TFIN is loaded, you can collect data as required.

When you have completed your data collection, you must export the forms from TerraFlex and check them back into the Terra Office Local workspace.

1. From the Project menu, tap Export Forms.

2. Tap Yes to confirm.

The data is zipped to a TFOUT file stored on the device.

The TFOUT file can then be imported to a Terra Office Local workspace; see the TerraFlex Local workflow help in the Trimble Terra Office Help Portal for details.

Before you can create a Local Project from a .tfproj file:

• a map workspace must have been created in Map Viewer;

• a TerraFlex Local Project Template file (.tfproj) must have been created in Terra Office ( see the TerraFlex Local workflow help in the Trimble Terra Office Help Portal for details);

• the .tfproj file must be copied to your Android device running TerraFlex.

1. On the Local Projects screen, tap Select a File.

2. Navigate to and select the .tfproj file that you want to create the Local Project from.

3. In the Create Local Project dialog, enter a name for your new project and tap CREATE.

4. Select the newly created project from your project list to open it.

5. Follow one of these workflows to collect data:

   • Collecting new data by completing a form.

   • Updating an existing form.

   • Working with tasks.

6. Once you are done collecting data, export your data in your chosen format—CSV, Shapefile or TFOUT. See Exporting data from a Local Project below.

When completing a form in TerraFlex, you can save the form as a draft to come back to it at any time.

1. Next to , tap .

2. Tap Save As Draft.

Draft forms are not exported; TerraFlex only exports forms that are saved.

Data collected in a Local Project is never synchronized to the cloud, so when you have collected data in a Local Project, export it in your chosen format:

• as a CSV or Shapefile.

• as a TFOUT file to transfer it back to Terra Office, where you can export it to richer file formats such as FileGDB or DXF.

Only saved forms, not Drafts, can be exported; check that the forms you want to export do not show as Draft in the Form list.

1. Tap then tap Settings, and in the Export Forms Format field, select which format you want to export your data as.

2. Navigate back to the Home screen.

3. Tap then tap Export.

4. In the Export Forms dialog, select which forms you want to export:

5. Export New Forms exports only forms which have never previously been exported.

6. Export All Forms exports all the forms within your project.

7. Tap Export.

8. Once the export has completed successfully, a confirmation dialog showing the number of forms successfully exported (and a number of draft forms that were not exported) displays.

9. Tap:

   • OK. The exported file will be available in the downloads folder of your device.

   • SHARE. The Share option enables you quickly share the file using email, Google Drive, One Drive, etc.

Original forms remain in the project on your device.

You can delete Local Projects if you no longer need them.

Tap then tap Delete Project . A message warns you if you have any data that you have not yet exported. To export any forms, tap CANCEL, and export your forms as described above.