(Please note that older articles might not render correctly in mobile view.)
- Form Builder
The Dropdown, Radio Button, and Multiselect question types allow your mobile users to select answers from a predefined list. For example, users might be able to select a part from a dropdown list populated by a data source, cutting down on time needed to enter the information, and increasing accuracy.
These questions, particularly dropdown questions, are often used to push information to other questions using data sources. Using our example above, when the mobile user selects the part, ProntoForms can push the part number, price, description, and other relevant information to other questions. For more information on pushing information to other questions, please read: Pushing Data to Other Questions from a Data Source.
On an iOS device, these three question types will show up like this:
In the Form Builder, a dropdown question will show up like this:
The Question Edit screen for these questions has four tabs: General, Options, Properties, and Help Options. This article will go through each of the tabs.
The Unique ID is the reference for the question. For more information on Unique IDs, read: <link to Unique ID documentation goes here>. It can either be auto-generated based on the question text, or customized.
Data Types are the kind of information your mobile users will be putting into these questions. Setting a data type makes sure that you use the correct kind of information, in the right format. The data type can also influence whether the answer to a question can be used later in the form, or in the business process.
These questions support the following data types:
|Free Text||URL||Phone Number||Integer||Decimal||Currency|
Restrictions control how your mobile users interact with a question. They can be set on the question itself, or controlled by Conditional Logic.
|Required||Read-Only||Hidden on Device||Hidden in Reports|
If you select this option, you can define the possible answers to the question manually. This is good for short lists of options, or lists that do not change. The example below is of a Dropdown options list.
- Allow mobile user's username as an option: Enabling this option places the mobile user's username in the list to be selected. This option is only available for certain data types.
- Collect a text response with an "Other" option: With this option enabled, your mobile users can add an answer that is not listed. The answers users enter must match your chosen data type and validation.
Data Types: Default Value
When using the "Define Options Manually" option, you may set a default value.
Answer Exceptions and Additional Comments
If you have chosen to define your possible answers in the Options tab (as shown in the screenshot above) rather than using a Data Source, you will have the option to use Answer Exceptions and Additional Comments for Dropdown and Radiobutton type questions.
Answer Exceptions are used to categorize problems identified during the course of a field technician's work as the user completes a form. For example, if configured on an Inspection form, if a user selects a particular piece of equipment from a Radiobutton list, ProntoForms could show a warning containing information on what kind of protective equipment might be needed
For more information on setting up Answer Exceptions, please read: Answer Exceptions
Additional Comments are useful for when certain answers from a user require further information, like a comment or reason. Using the same example as above, if a user selects a particular piece of equipment from a Radiobutton list, ProntoForms could request details on what Personal Protective Equipment the mobile user requires.
For more information on configuring Additional Comments on questions, please read: Additional Comments on Questions
Link your question to a data source to populate your list of options. This is useful for when a form contains long lists of options such as:
- parts lists,
- customer lists,
- lists that change frequently and can be automatically synced from your cloud or backoffice system,
- lists that are shared across multiple forms.
For more information on Data Sources, please read: Data Source Overview.
To illustrate the use of Data Sources, we'll use a simple parts list in Excel:
- Column displayed in dropdown: This is the information that will be shown on your mobile users' devices. In the case of a Parts List, our mobile users will most easily understand the Part Name column.
- Column to use as the answer: This is the information that will be saved as the answer and sent to your desired data destination or to documents; it does not have to match the displayed column. In our Parts List example, we might provide the mobile user with a Part Name, but send the Part Number to your back-office system for greater accuracy and inventory tracking.
- Hide duplicate rows in dropdown: If your data source contains duplicate entries, selecting this option will hide the duplicates. For example, if a Customer List has two entries for the same customer with no change in the information, it will hide the second entry.
- Filter Options: Enabling this option filters the list of choices based either on who the user is, or based on previous answers in the form. For more information on filtering data sources, please read: Filtering Data Sources.
- Use Location-Based Features: Enabling this option allows you to sort location data based on the mobile user's location and plot the data source rows on a map. For more information on location-based filtering, please read: Adding Location-Based Filtering to Questions.
- Push Data to Other Questions: This allows you to fill out other questions based on the answers to this dropdown. For more information, please read: Pushing Data to Other Questions.
Properties allow you to set up your question in various ways. Question Properties are affected by two things:
- the data type chosen
- the use of Defined Here options, or Data Source Options
The common properties are based on the data type, as shown below:
|Free Text||Email/URL/Phone Number||Integer/Decimal/Currency|
Note: Using validation on questions using data sources is not recommended, as if there is an error in the data, mobile users cannot continue in their workflow.
Adding "Help" content to forms gives mobile users access to support and other resources out in the field. Help content is available to users through a button embedded beside a question. Any question in the form can include a link to Youtube videos, web pages, or HTML-formatted work instructions.
For more information on Help Content, please read: V2 Forms: Adding Help Content to Questions