Customize Naming of Items in the Mobile App (Data Record Naming)

 

About

Using data record naming, you can control:

  • The naming of dispatched forms in the mobile app "Inbox"
  • The naming of items in the "Drafts" tab
  • The naming of items in the "Outbox" and "Sent" Tab

Properties like form name, username, or the answers to questions can all be used to name items in the tabs of the mobile app (except the Forms screen).  This makes it easier to tell items apart.  The naming rule will affect all users of the form.

Note: Data Record Naming does not affect the naming of form submissions.  Learn how to customize naming of data records in data destinations. 

 

Set up a Custom Naming Rule

To set up a naming rule:

  1. Navigate to the desired form.
  2. Press the "Edit Form" button.
  3. Enter the Settings tab.  
  4. Under Advanced Options, locate Data Record Naming header and enter a Naming Expression. 

2019-04-26-WP-EnableSearch07.png

 The expression in the screen capture above contains:

  • %f - the name of the form
  • Static text for formatting ("-")
  • %a[unique ID] - The answer to a question - in this case, the project name selected.
  • %d - the date

The %-prefixed items use data record expression language (DREL) to reference properties from the form.  Check out the Example underneath this box; it updates as you type to show what the name will look like.

In the Mobile App's Sent Box, for example, the above naming scheme would give you form submissions like this:

2019-04-23-iOS-DRNaming.png

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Referencing Answers

You can also customize this naming rule by including the answers to questions.

  • Use the %a[unique ID] DREL syntax to display the answer

For example, a form might be dispatched to users pre-filled with customer information.  If the naming rule references the question "Customer," the customer name will show in the user's Inbox.  Reference answers by using their Unique IDs

Note: If the question you reference goes unanswered,  there may be blank spots in the name of items.  Make these questions required or add another reference, so that you don't ever have items with an entirely blank name. 

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Sample Naming Rules

Samples:

  • %d - %a[Customer] - %a[Priority]  -- Could create a name like: 2014-05-30 - John Doe - Urgent
  • %r[id] - Work Order - %a[Company] -- Could create a name like: 1812345 - Work Order - Company ABC
  • Store Visit - %t[HHmm] - %a[Address] --  Could create a name like: Store Visit - 14:15 - 123 Avenue Street

Read more about DREL (Data Record Expression Language) for details on the required syntax.  

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