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The forms menu provides you with an overview of created forms for 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.
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.
Go to Process → Forms
You can view, search and create custom forms in this menu
What are forms?
Forms are basically input masks for users of the system.
Custom forms allow you to configure customizable input possibilities / input masks for your users of the system (dispatchers, engineers etc.).
What is the difference between the default form and the custom form?
The default form will be loaded inside your custom form first by default. With the editor you then have the possibility to 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 in a report like eg. other check list items.
Example scenario – Software service engineer:
A software company want 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.
What is the difference between custom fields and custom forms?
Custom fields are basically an element inside a custom form and are displayed throughout the system for informational purposes.
Therefore it’s smart to first create required custom fields and then create custom forms after wards.
Why can’t I find a certain field in the form creator?
Custom fields adapt depending on the chosen field type. Let’s take checklists for example. You will be only able to select the checklist item, when using the field type reporting because only in this spot usage of this field makes sense.
Add & edit forms
- Click on the Plus button right next to the search bar to add a new form.
- Provide info for the following form fields.
- Active toggle: Decide if your custom form should be directly visible.
- Form name: Insert a name for your new form.
- Workflow: Select for which workflow this form should be visible.
- Form type: Select the form type (Create form, Edit form, Cancel form, Report form or Cancel Appointment form).
- (Optional) Project: Select for which project this form should be visible. If you don’t select any project the form will be visible for all projects.
- (Optional) Description: Describe the use case of your custom form.
|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 cancelling an ticket appointment).|
Possibilities with custom forms
- Allows you to search for an already existing form field, so you can include it to your own form.
- You can view for this form type available form fields, which are grouped by different containers (eg. Device, Contact).
- This is the spot where you drag & drop form fields and sort and arrange them to your needs. You can also use custom fields from here.
- You are able to extend the view in the creator to be able to see more of the form you are currently creating.
- You are able to clone your form and paste it back in another form you created in case you want to reproduce something.
Create & edit custom forms
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 customizes your fields.
Let’s say 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.
- With the pencil button you can edit the group category (container), while with the trash button you erase a whole group category (container).
- Opens the context menu of a field (Edit/Delete). Deletion is only possible by moving the field to an other group.
Change 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.
(Optional) Fine-tuning of 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 for other (respective only under certain conditions).
Field logic: Add field logic to determine when the group should be visible nonetheless.
- Fill in the Group Label tab.
Default name: Allows you 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: 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.
(Optional) Fine-tuning of 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 for others (respektive only under certain conditions).
Field logic: Add field logic to determine if this particular field should be visible nonetheless.