General Concepts
Overview of the form builder and key concepts for building structures in Daxium-Air.
A form is the backbone of every Daxium-Air application. It defines the structure of the data you collect — the list of fields, their types, and their display rules. You may also hear it referred to as a module or a checklist depending on the context. Administrators are the ones who design and configure forms; field users only interact with the submissions created from them.
A form allows you to collect information whose type is defined beforehand.
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.
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
Saving & Activating functions
Once your form is complete, you can save it:
“Activate” the form will allow users to get the latest version of the form:
Pagination
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 directly accessible in the form designer, organised into the following sections.
General information
Form name
The name of your form
Icon
Visible on mobile and in the Web platform under Submissions. Optional and purely aesthetic. Recommended size: 25x25 px (PNG supported)
Color
Only visible in advanced options for certain features
Description
Describes what the form is used for
Tags
Keywords to help find the form in a list
Data representation
Customized title
Simplified representation on card tabs
User assigned to the form
Defines which user must act on the form. Assignees receive real-time updates to their files. See Workflow & Assignation
Default location
Sets the native position for each file creation on mobile. Can be set to native position (GPS coordinates), a location field, or a formula field of location type
Default image
Defines which image represents the form in the representation view and mosaic view
Functional Status
Applies a color border in Mixed View (web) and My Cards (mobile) via a color-coded list. If a workflow is configured, the functional status is based on it
Advanced settings
First level form
Hides or displays the form on mobile. Used when the form is filled via a relationship field in another form
Restrict access to the form
Blocks access for all users. Access must then be granted via a group. Admin users are never affected by this restriction
Duplication of submissions
Restricts which fields are copied when a submission is duplicated
Last active version
Reverts the form to its last active version, undoing any unsaved changes
Task Template
Enabling this option defines the form as a task template. The following additional settings become available:
Start date
The form field used as the task start date (must be a date + time field)
End date
The form field used as the task end date (must be a date + time field)
Delay period
Defines how long after the end date a task is considered completed late
Fields accessible during creation
Fields that must be filled in when creating the task in the back office
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