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Form

Updated: Apr 17

A form allows you to collect information whose type is defined beforehand.

It is therefore a structure, once completed, this form then becomes a form, only, which contains its own information. To understand the form, the article is broken down as follows:


Creation

To access the form creation page, you must first click on the icon below:


This gives you access to various settings menus, including the "Data and Forms" and the "Forms" sub-menu, present on the left as well as in the center of the page:


After clicking on "Forms", you can click on "New" :


The first step is to name the form at the top right. A form is made up of fields of different types. You can drag the desired field into the frame in the position you want or press the little “+” when you hover over the field with the mouse, it will then be added after the others.



Fields

Presentation

This category allows you to show the same information on all records.

Title

The title is entered in the field label in the general options. This information is visible to the user on mobile as well as on the web.

Static text

Logo


Data

This category allows the user to enter information, the type of which has been chosen.


Title

  • Rich text: advanced mode with some language-based formatting options Markdown.

  • Default value: applies the value entered in the field.

  • Linked list : allows you to offer auto-completion when the user types the first character of an element in the chosen list.

  • Barcode scan: allows mobile users to use the camera to scan a code that will be entered in the text field.

  • External scan: allows mobile to copy data from a Bluetooth scanner.

  • Texts are limited to 5,000 characters.

Number

Boolean (True/False)

Date

Duration

Location

Email

Phone

Picture

File

Signature

List

Relationship

User


Data restitution

This category allows you to show information that is deduced from data previously entered by the user.

Title

Formula: provides a result based on the JavaScript formula entered. How the formulas work is detailed on this page.

Relationship element

List item

The system name » of the fields is what identifies the field in the system, it must be unique within a form and related forms. It is used in reports, conditions and adjustable parameters depending on the content of the fields (emailing for example).


The « wording » is what the user sees. user, on the web or on mobile.

The permissions are divided into 3 parts:

  • VISIBLE allows you to display or not a field in the mobile or web form but it will always be visible on the form configuration page where we are

  • EDITABLE allows the user to modify the value of the field

  • REQUIRED will require the entry of the field in the form to save it


We have created a form with multiple fields. You will find examples below:


Title: wording which will be displayed in bold and in a larger font.


Date allows the user to select a date. It is possible to choose the format: either “Date only” or “Date and Time”


Text allows the user to enter textIf, for example, you check "Barcode scan", the user will be able to click an icon available next to the text field, which will open their camera and allow them to scan a barcode. The barcode value will be entered in the text field.



List allows you to select one or more choices from a drop-down list


You can select an existing list or create a new one by clicking on the “+” button:



Advanced functions

Once your form is complete, you can save it:



Activate” the form will allow users to get the latest version of the form:



Advanced options

Title

As a reminder, this name allows you to find the field in the different functionalities of Daxium-Air (conditions, report, personalized title, representation). You can give a name that is more meaningful. You should also avoid giving identical system names between two related forms. In addition, it is strongly recommended not to modify it once you have used this field in other settings (at the risk of losing these settings).

Enable search

Make it pre-fillable


Layout

To set up pagination, simply add tabs to the form design. To do this you must click on the "+" in the tab bar.


You then simply need to drag and drop the fields into the appropriate tabs. You can change the name of a page by clicking on the corresponding tab.


In the advanced settings of the form, an option allows you to define whether "moving to the next page is possible in data validation".


If this option is checked, users will be able to freely navigate the form.

Otherwise, the current page must be valid (all required fields are completed, email addresses are correctly formatted, etc.) in order to move on to the next page. Navigation is therefore done in a linear manner. It is no longer possible to skip pages, you must use the buttons to go to the next page.


To know

  • Page names are limited to 50 characters. That said, it risks being shortened if it is too long. We advise you not to exceed 20 characters.

  • The number of pages is limited to 25 per form.

  • The paging system works on the web, iOS and the Android app.

  • The data validation option per page is set at the form level and not page by page (which is different from what existed on page breaks).



Settings

A Daxium-Air form can have several options which are directly accessible in the form designer. These are classified by section:

  • General information

    • Form name: Determines the name of your form.

    • Icon for the Form: The icon is visible on mobile and also on the Web platform in Files.

      • This option is not obligatory, it is purely aesthetic.

      • An icon in 25x25 format is recommended, however Daxium-Air will take care of resizing it. (png Format Supported).

  • Color: the choice of a color is only visible in very advanced options for certain features.

  • Description: to describe what the form is used for

  • Tags: tags or keywords make it easier to find the form in a list.


  • Data representation

    • Personalized title: Simplified representation on the card tabs.

    • User assigned to the form: allows you to define which user must act on the form. An assignee receives updates to their files in real time.

    • Default location: Allows you to choose what will be the native position of each file creation on mobile.

      • Native position: The X and Y coordinates are automatically saved when creating the form from the mobile.

      • Other field: It refers to the Location type fields present in your form to link the position that will be entered.


  • Default image: allows you to define which image will be used to represent the form in the representation as well as in the mosaic view.

  • Functional Status: Via a List with colors. This will apply a color border in Mixed View on the Web and in My Cards on Mobile. If a workflow is configured on the form, the functional status will necessarily be based on this workflow.


  • Advanced settings

    • First level form: Allows you to hide or display a form on the mobile. This function therefore involves filling out a form via a relationship field present in another form but at the first level.

    • Restrict access to the form:

      • Blocks access to the form for all users. To manage access, you will need to make authorizations via a group and assign users to it.

      • Admin users are not affected by restrictions: they see all forms.

      • It is possible that a user can create a file in a form but does not have the rights for a related form. The user will then not see the relationship in question.


  • Duplication of records: allows you to restrict the fields that will be copied when a record is duplicated.

  • Task Template: Defines the following form as a template for working with tasks. New settings are available upon activation:

    • Start date: allows you to define which form field defines the start date of the task. It must be a date field with time.

    • End date: allows you to define which form field defines the end date. It must be a date field with time.

    • Delay period: allows you to define from how long a task is considered to have been completed late.

    • Fields accessible during creation: allows you to pre-define certain fields which must be filled in when creating the task in the Back Office.


  • Last active version: allows you to undo the latest changes and return to the last active version of the form.



Export / Import

In Daxium-Air it is possible to export and import forms. This allows you to duplicate forms that already exist in your business vertical.


To export, you must position yourself on the form to export. In the settings (right side menu), at the very bottom of the list of options, you will find the "Advanced actions" :

A JSON file is automatically downloaded.


To import a form, go to Settings then Forms. Top right

position yourself on the list of all forms in the business vertical.


Click on the "Import" the form import window in JSON format is displayed:



After selecting the JSON file and clicking on "Start Import" at the top right, if the form already exists in the business vertical, a page will be displayed to modify the name of the form. If lists are available in the imported form, you will have to choose to use the existing lists or create new ones.


  • Use the existing list: Means not making any modification to the list and using a list already used by another form.

  • Rename the list: Means creating a new blank list which will need to be completed later.


After making the appropriate modifications, you can start the import using the button located at the top right of the screen.


When the export is finalized, the new form is displayed. Please note this is not in an Active version. We advise you, before activating the form, to modify the lists, in the case where a list has been renamed.


After modifying the lists, you can activate the form. The activation button is located at the top right.


When importing a form, the following elements cannot be recovered; you must modify them before being able to activate the new form:

  • Lists in the conditions whether it is a new list or an already existing list

  • Reports

  • Automation

  • Distributions of files

  • Limitation of user fields to groups

NB When exporting a form that includes a list field, linked to a list of more than 500 elements, this list will not be included in the JSON file generated. Please contact our support for an alternative solution.

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