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How to configure custom forms
The forms menu provides you with an overview of created forms for the Fieldcode Work Place. Forms are usually configured project-specific and/or workflow-based and are fully adjustable to your needs. You can also create forms yourself, this is useful if you want to customize forms to your own business needs.
Inside the Fieldcode Admin Panel go to Process → Forms
Expand the menu by clicking the expand arrow in the Navigation 
OR click directly on the Process symbol to reveal all options of process configuration.
You can view, search and create custom forms in this menu.
Forms are input masks for users of the system.
Custom forms give you the option to configure customizable input possibilities/input masks for your users of the system (dispatchers, engineers, etc.).
The default form will be loaded inside your custom form first by default. With the editor, you then can extend or shrink this default form with your very own custom fields. This will help you tremendously if you want to use the system tailored exactly to your branch-specific business needs.
Be advised that deleting certain specific default form fields is not possible in the editor because they are mandatory for our system.
Your company could eg. use a custom form for reporting, because you care about other aspects of a report like eg. other check list items.
Example scenario – Software service engineer:
A software company wants to use a special report that technicians must fill out, which includes different fields to fill out than the report provided by Fieldcode by default. For example, custom fields like OS name, IMEI, Version, or similar fields could be needed for this very special and unique report form.
Custom fields are an element inside a custom form and are displayed throughout the system for informational purposes.
Therefore it’s smart to first create the required custom fields and then create custom forms afterwards.
The unique name of a custom field = database name
The label of a custom field = name the user decided for, not relevant for database
Custom fields adapt depending on the chosen field type.
Let’s take checklists for example.
You’ll be only able to select the checklist item when using the field type “reporting” because only in this section usage of this field is logical.
Yes, they can and will!
Feel free to contact them anytime via the email if you have special requirements/questions regarding custom fields/custom forms.
1. How to create & edit custom forms
- Click on the plus button right next to the search bar to add a new form or new pop-up form.
- Provide details for your custom form or pop-up form.
- All fields and their purpose are explained in the Form creator explained and Pop-up form creator explained sections.
Form creator explained
The Form Creator offers the following options. How exactly to further compose a form is further explained in step 2.
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Active toggle: You can decide if your custom form should be directly active in the system.
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Form name field: It is mandatory to enter a name for your new form. The field is mandatory.
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Object field: Decide the “category” for which you want to create a form. The field is mandatory. Available object types are explained further below.
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Worfklow field: Select the workflow for which the form should be applied. The field is mandatory.
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Description field: Describe the purpose/usage scenario for your custom form.
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Form type field: Select the form type (eg. edit form) or create a new form type from scratch by typing a new name in the box. Available form types are explained further below.
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Project field: Select a project or more projects for which the form should be applied. If you don’t select any project the form will be visible for all projects.
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Search box for fields/categories: Allows you to search for certain fields or categories that are available in the system.The search works with labels and database names, which helps to ensure that you find the right field for your form.The unique name of a custom field = database name. The label of a custom field = name the user decided for, not relevant to the search database.
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Clone form button: Allows you to quickly clone your form. You can insert your cloned form inside a new opened form item and create a new custom form outgoing from the basis of the cloned form.
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Expand form button: Allows you to expand the form editor. With the expanded form you have more convenience when editing the form.
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Form fields: The for the edition available form fields. They are grouped into different containers (eg. Device, Contact). You can also create custom form fields inside the custom fields editor.
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Group field buttons: You can assign fields to categories/groups by dragging & dropping fields to the right side. The pencil button allows you to edit attributes of the group. The trash button allows you to delete whole groups.
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Form edition context menu: Allows you to edit or delete form field attributes (context-based).
Pop-up form creator explained
The Pop-up Form Creator offers the below-described options. Forms created using Pop-up Form Creator are visible to technicians in the Fieldcode Mobile Application and to dispatchers within the Work Place. Steps 2-4 are not relevant for the Pop-up Form Creator, they are only applicable for the Form Creator.
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Active toggle: You can decide if your custom form should be directly active in the system.
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Form name field: It is mandatory to enter a name for your new form. The field is mandatory.
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Object field: Decide the “category” for which you want to create a form. The field is mandatory. Available object types are explained further below.
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Worfklow field: Select the workflow for which the form should be applied. The field is mandatory.
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Description field: Describe the purpose/usage scenario for your custom form.
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Form type field: Select the form type (eg. edit form) or create a new form type from scratch by typing a new name in the box. Available form types are explained further below.
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Project field: Select a project or more projects for which the form should be applied. If you don’t select any project the form will be visible for all projects.
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Message field: Enter a custom pop-up message that should be displayed to the engineer/dispatcher.
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Button label: Enter a button name for the button that will be selectable by the engineer/dispatcher.
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Continue radio button: Lets you decide if the button will initiate the next workflow step.
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Add new button: Allows you to add another selectable option for the engineer/dispatcher.
Object types
| Object type | Description |
|---|---|
| TICKET | This type displays you all available form types for the object type ticket. It covers all forms that are available for tickets per se. |
| ITEM | This type displays you all available form types for the object type parts. It covers all forms that are available for parts per se. |
Form types
| Form type | Description |
|---|---|
| CREATE | This type helps you to create a customized ticket creation form (the one you see when clicking on Create Ticket). |
| EDIT | This type helps you to create a customized Edit form (the one you see, when you click on Edit Ticket). |
| CANCEL | This type helps you to create a customized Cancel form (the one you see, when you cancel a ticket). |
| REPORT | This type helps you to create a customized Report form (the one the engineer sees when creating a report for the ticket). |
| CANCEL APPOINTMENT | This type helps you to create a customized Cancel Appointment form (the one you see, when canceling a ticket appointment). |
| CHILD REPORT | This type helps you to create a customized Child Report form (reports are used within container tickets). |
2. How to drag & drop form fields to a form
You start by dragging & dropping the form fields (which are represented by chips) to the right side and arranging and sorting them by your needs. From there on you have other options to further customize your fields.
Let’s assume you want to create a different Contact form.
What you would do in this case is drag fields from different categories from the left side to the right side and create a new group with the pencil button and name the group for example Contact.
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With the pencil button, you can edit the group category (container), while with the trash button, you erase a whole group category (container).
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Opens the context menu of a field (Edit/Delete).
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This is the opened context menu of a custom form field.
How to change the form group order/field order
You can easily change the order of fields by dragging & dropping them to another position.
- Click and hold on a field or a form container.
- Drag and Drop the field or group to your desired destination.
- Click Save.
3. (Optional) How to fine-tune form groups
- Fill in the Basic tab.
Group visibility: Decide with the toggle if you want to hide the group from the form, so the group is not visible to others (respective only under certain conditions).
- Fill in the Group Label tab.
Default name: Allows you to give your group you’re creating a default name.
Translation: Allows you to add a translation for your group name, so they show in other languages too. By default, only the English label is displayed.
- Fill in the Tooltip tab.
Default tooltip: This allows you to give users a practical tooltip for the form group.
Translation: Allows you to add a translation for your tooltip, so they show in other languages too. By default, only the English label is displayed.
- Fill in the Filters tab.
Field logic: Add field logic to determine if this group of fields should only be visible when certain conditions apply.
4. (Optional) How to fine-tune certain fields
- Fill in the Basic tab.
Field mandatory: Decide if the user has to fill in this particular field or can skip this field when filling in a form.
Field visibility: Decide if you want to hide this particular field from the form, so it is not visible to others (respectively only under certain conditions).
Is the Field editable?: Read-only fields cannot be edited by users.
Select default: The default value will be the first pre-selected choice for the user of your form.
Field logic: Add field logic to determine if this particular field should be visible nonetheless.
Eye icons: Determine which values should be selectable for this particular field.
- Fill in the Filters tab.
Field logic: Add field logic to determine if this particular field should only be visible when certain conditions apply.
Available field types
| Field type | Description |
|---|---|
| Input | A input field lets users input characters or numbers. The maximal character count for an input fields is 50. |
| Simple Paragraph Text | A simple paragraph text field lets users input characters or numbers. |
| Drop down | A dropdown field lets users select a field from the dropdown. You can give users a choice between different selections. |
| Checkbox | A checkbox field lets users select a checkbox from different checkboxes. You can give users a choice between different selections. |
| Date & Time | A date & time field lets users fill in a date & time manually. The date is in DD/MM/YYYY format. |
| Date | A date field lets users fill in a date manually. The date is in DD/MM/YYYY format. |
| Time | A time field lets users fill in a time manually. |