Form
- Mathilde Lamy
- Oct 18, 2023
- 11 min read
Updated: Jan 10
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
Rich text: advanced mode with some language-based formatting options Markdown.Edit text: allows you to enter the text that will be displayed to users (required)
Logo
Band type logo: allows the image to be displayed across the entire width of the screenUpload: choice of the image that will be displayed in the form (required)Hidden on the web form: allows you to ensure that the image is only displayed on mobile devices.
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
Format: conversion of data into a digital format.
Minimum value: allows you to define a minimum fixed value.
Maximum value: allows you to define a maximum fixed value.
Default value: applies the value entered in the field
We follow the standard IEEE 754. The precision of the value depends on its format. For an integer, the value must be between -9223372036854775808 and 9223372036854775807, or between -2^63 and (2^63)-1. For a decimal number, the value is truncated to the first 14 significant numbers.
Boolean (True/False)
Default value: applies the value entered in the field.
Date
Format: allows you to define whether you only use the date or whether you also add the time.
Date fields are saved in Unix Timestamp.
Duration
Format: min:sec:micro or min:sec
Location
This field allows you to collect an address and GPS coords (WGS 84 format) using GoogleMaps.
Phone
Default value: Choose the format of the number according to the country (by acting on the flag) and apply the value entered in the field.
Picture
Format: Choice of resolution to resize the image.
Bass: 640x480
Normal: 1024x768
High: 2048x1536
Original: Original resolution (defined in mobile settings) - limited to 20 MB
This drop-down menu allows you to choose the resolution for resizing an image taken by a mobile device. It is strongly recommended to reduce the default resolution of smartphone photos, this is very high and therefore increases the file transfer time (file size).
Maximum number of images: determines a limit to the number of images that can be linked to the field.
File name: allows you to include a name for the file.
File
File name: allows you to include a name for the file
Here is the list of authorized formats:Image/gif, image/jpeg, image/png, image/tiff, image/x-png
Text/csv, text/plain, text/xml
Video/mpeg, video/mp4, video/x-msvideo
Application/zip, application/pdf, application/x-rar-compressed, application/x-tar, application/x-7z-compressed, application/x-zip-compressed
File size should not exceed 20 MB
Signature
File name: allows you to include a name for the file.
The signature file is limited to 20 MB.
List
Linked list: linking the field with a list.
Multiple: allows the choice of several values in the list.
Display: choice of layout regarding value personalization on list.
Display type on mobile: allows you to use another mode of displaying a list on your mobile form.
Dependency on a list: this function allows you to link several list fields to each other, in order to follow a tree structure. This is only available on a single choice list and therefore not multiple.
Partial entry: allows you to stop entering a list at a certain level of the list tree.
Continue entry: allows you to continue partial entry of a previous list field on the form.
Finish entry: allows you to complete the entry of a previous list field (going to the end of the tree structure).
Lists are limited to 100,000 items. No limit on the number of items selected.
Relationship
Form: allows you to define with which types of records can be linked to the current record in the relationship.
Relationship option:
Multiple: allows you to link several child forms to the parent form.
Creation: authorize the creation of a child file.
Sending sub-files upon creation: by default, the files created within a file are only sent when the main file is sent. This option allows you to send sub-records as soon as they are created.
Selection: allows the selection of a child record.
Modification: allows the modification of a child file.
Table view: addition of child files on the mobile in a table view .
Plan view: allows you to include a background image, in order to place dots which will position the child files created from the mobile (only available on Android).
Quantifiable: allows you to add a counter to include a quantity on one or more cards in the relationship. This works via cards already created using mobile search or card distribution.
It is then possible to do a search by Scan (bar code or QR code with camera or external scan) to quickly find a sub-file based on a field.
User
Display: allows you to define whether you want to hide the user's email or not.
Multiple: allows you to define whether you want to allow multiple selection of users.
Limit the choice to a group: Allows you to restrict the selection of users to a group.
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
If the current record is linked to another record, the "relation element" allows you to display an element of the associated form. This functionality only works with a single relationship (and not on a multiple relationship).
Relationship: linking of the field with another form.
Linked field: restores the data from the child linked field on the parent form.
List item
A list element allows you to retrieve a parent element of a list field entered in the current form. The field can only be used on non-multiple lists.
Linked field: linking the field with a list
Level: choice of level in the tree structure of the value to display.
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.
Location field: It refers to the Location type fields present in your form to link the position that will be entered.
Formula field (location type) : Location format formula field returns value on adress / coords format. It can be used for the default location.
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.
