V2 Question Type: Image and Sketch Pad

 

About

The Image and Sketch Pad question types allow your mobile users to collect or use images and integrate the result with their form submissions. A common use for this is in Inspection or Audit forms, allowing a user to use their mobile device's camera to photograph problem areas or verify an equipment reading.

The Sketch Pad question type expands upon the Image question type's functionality, allowing the mobile user to draw on top of the image.

Several drawing tools (lines, shapes, and freehand draw) and colors are available.  Making use of the touchscreen functionality of smartphones and tablets, the Sketch Pad control is easy to use and quite flexible.  It is possible to customize the Sketch Pad control in several ways, allowing users to:

  • Sketch on a blank canvas
  • Sketch on a background image chosen by an administrator
  • Choose an image stored on their device to sketch on
  • Take a photo with their device's camera to sketch on
  • Add data to Sketch Pad images with Data Stamping
  • Any combination of the above

Examples of both a Sketch Pad and an Image question on an iOS device are shown below:

2019-02-06-FB-SketchPad05.png2019-01-23-iOS-SketchPadPhoto01.png

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Form Builder

An example of the Sketch Pad question type in the Form Builder is shown below:
2019-01-22-FB-SketchPad01.png

The Question Edit screen for the Image or Sketch Pad question type has three tabs: General, Properties, and Help Options. This article will go through each of the tabs.

2019-01-22-FB-SketchPad02.png

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General

Unique ID 

The Unique ID is the reference for the question. For more information on Unique IDs, read: Overview: Unique IDs. It can either be auto-generated based on the question text, or customized.

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Restrictions

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
Image
Sketch Pad

 

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Properties

Properties allow you to set up your question in various ways. While properties for most question types change with the data type chosen, Image and Sketch Pad questions support only one data type:

Attachment (Image)

 

Question Properties

Camera and gallery access: Select whether your mobile users must take a new photo, use their existing photo gallery on their mobile device, or must use a form image ("None").

2019-01-22-FB-SketchPad04.png

Tips for Form Designers
  • Allow Camera Only: Use this setting if you want to ensure that your mobile users are taking new photos, and cannot re-use photos from a previous inspection or location.

 

Sketch Pad-Only Options

2019-02-06-FB-SketchPadOptions.png

Allow sketching on a blank canvas (Sketch Pad Only): When enabled, mobile users can draw freehand on a white canvas.

Allow Sketching on Form Images (Sketch Pad Only): Form Images are images uploaded in the web portal.  These images can then be referenced in forms with a sketch pad control. They can be referenced in any form in the same FormSpace. They are often used for images that do not change, but require daily referencing in the course of work, such as a site layout or a blueprint.

Toggling this option allows you to choose from all form images within the form's formspace.

Tips for Form Designers
  • Using the same image in a form over and over? Use a Form Image, ensuring that your users don't have to go hunting for that image on a daily basis.
    • This is commonly used in Health and Safety forms to mark evacuation routes or muster points on a map of a work site.

 

Output Properties

Custom Filename Prefix: Setting this allows you to configure a custom filename prefix to allow you to identify attachments to form submissions without opening them. For more information, please read: Attachment File Naming

Convert images to black and white: Converts color images to black and white. This is most often used for printing reasons.

 

Stamp Data on Images

Both the Image and Sketch Pad question types allow you to stamp data on the images used. This allows you to easily identify when and where a photograph was taken, or where the mobile user was when they submitted the form.

For detailed information on this feature, please read: Stamping Data onto Images

Tips for Form Designers:
  • Need to know when or where a photo was taken and don't want to use a separate question for it? Make use of the Data Stamping feature to automatically add date and time information, or a geostamp using the Image Properties (EXIF data)

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Help Options

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

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