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iFormBuilder Support Best Practices for Form Building Form Building Golden Rules Building a Form Q/A
ABOUT SESSION
iFormBuilder Implementation Support
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IFORMBUILDER SUPPORT
Successfully building forms in Form Builder.
BEST PRACTICES
Use naming convention in Table Name
Example: parent_form_name_p parent_form_name_subform_name_c
Helps organize forms in Form Builder.
Un-Check “Based on Label”
NAMING CONVENTIONS
Build for device type.
Build for smallest device.
Features Differences between iOS & Android Devices
TEST IN IFORM APP!
Clean Local Database in iForm app if something doesn’t look right on form.
Creates different sections in the form. Groups data separate from parent form. Allows users to take 1-many records in a subform Can create a “Photo” subform to allow for multiple pictures to be taken.
Subforms are any forms that you want attached to a parent form.
SUBFORMS
• Number of inputs per form without logic (recommended guideline) • iPod Touch 3rd Gen- 35 • iPod Touch 4th Gen- 50 • iPod Touch 5th Gen - 100
• iPhone 3GS - 35 • iPhone 4 - 50 • iPhone 4S - 100 • iPhone 5 -100
• iPad 1 - 40 • iPad 2 - 75 • iPad 3 - 100 • iPad 4 - 100 • iPad Mini - 100
Try not to have more than 100 input types on a form. Better to break form into subforms rather than using a long form.
LAYOUT OF FORM
Use Form Descriptions and Reference ID’s
* Customer Success Article: https://iformbuilder.zendesk.com/hc/en-us/articles/203257870-iForm-7-0-Form-Menu
SIMPLIFY FORM IDENTIFICATION
Using Reference ID 5, you can adjust the color scheme for how each form displays in the Form Menu. There are 5 different ways you can customize the look of the form view. PLEASE NOTE: If adding more than one code be sure to enter a semicolon ; after each code.
Reference ID 5: (iOS8 iForm 7.X)
EXAMPLE: FORMBRANDING_FORMLABELCOLOR=#008BDC; FORMBRANDING_RECORDSTATUSCOLOR=# F29171;FORMBRANDING_INFOTEXTCOLOR=#89655A; FORMBRANDING_INFOBARCOLOR=#F29171; FORMBRANDING_BORDERCOLOR=#89655A;
SIMPLIFY FORM IDENTIFICATIONUse Reference ID to Update Colors
Reference ID 5 DetailsDescription Reference ID Example
Color of Form Label Text
FORMBRANDING_FORMLABELCOLOR={hexvalue};
FORMBRANDING_FORMLABELCOLOR=#008BDC;
Color of Record Status Icons
FORMBRANDING_RECORDSTATUSCOLOR={hexvalue};
FORMBRANDING_RECORDSTATUSCOLOR=#F29171;
Color of ( i ) Info Button
FORMBRANDING_INFOTEXTCOLOR={hexvalue};
FORMBRANDING_INFOTEXTCOLOR=#89655A;
Color of bottom border and area surrounding ( i )
FORMBRANDING_INFOBARCOLOR={hexvalue};
FORMBRANDING_INFOBARCOLOR=#F29171;
Color of entire border and area surrounding ( i )
FORMBRANDING_BORDERCOLOR={hexvalue};
FORMBRANDING_BORDERCOLOR=#89655A;
SIMPLIFY FORM IDENTIFICATION
• Open multiple browser tabs for convenience. • All forms you build will automatically be
assigned to you, may want to un-assign subforms. *Only the parent form needs to be assigned to users.
• Follow iFormBuilder Golden Rules.
ADDITIONAL TIPS
• What devices will the end-users be using?
• What naming convention do I use for this form and option list?
• How should I structure the form? Are there going to be subforms? Where can I split up my form into different subforms?
• What element input types should I use for each question?
• Where can I add form functionality (Smart Controls) to cut down on human error and input?
INITIAL PROJECT CONSIDERATIONS
1. Test before going live. 2. Unique Data Column Names that are database
friendly.* 3. DO NOT change Input Type, Data Size, or
Encryption for an element on a live form. IT WILL DELETE DATA.
4. If no longer using an element, do not delete make “Disabled”
* 2. IF DCN is not friendly, refresh webpage, uncheck “Based on Label” and change DCN.
1. Test before going live. 2. Unique Data Column Names that are database
friendly.* 3. DO NOT change Input Type, Data Size, or
Encryption for an element on a live form. IT WILL DELETE DATA.
4. If no longer using an element, do not delete make “Disabled”
1. Test before going live.2. Unique Data Column Names (DCN) that are database friendly.
(Reserved Word List)*3. DO NOT change Input Type, Data Size or Encryption of an element
on a live form. IT WILL DELETE DATA. *
*3. If you are no longer using an element on a live form, or need to change the Input Type, Data Size or Encryption, check the “Disable” box in the Input Properties. If changing the element, duplicate the Disabled element and make changes to the duplication.
BUILDING A FORM
Form Label: What the user see’s on their device.Table Name: Name displayed in Form Builder (Uncheck “Based on Label” box to use a naming convention)Description: Displayed in iForm info button on iOS8 forms.Form Icon: Displayed in iForm App for form.URL: URL of icon to be displayed in iForm App for form.
EDIT FORM PROPERTIES PAGE
Reference ID 1-5: Configurations for form in iForm App. Reference ID Overview & Custom Form Menu ColorsLabel Icons URL: Place URL path for adding images or icons to a form.Page Level JavaScript: Place JavaScript statements in Page Level JavaScript area when they apply to more than one element or if it is longer scripting.
EDIT FORM PROPERTIES PAGE
Smart Controls: Adding JavaScript Statements in Smart Controls to add unique workflows. Smart Table Search: Use Smart Table Search to auto-populate data from locally stored data. Reference ID: Customize Report views with Element Reference ID’s.Info: Element Input Types Information (Index Value)
FORM BUILDERCommon: Label & Data Column Name (DCN)Input Properties: Select Input Type, Setting, Custom KeyboardOption List Manager: Add Options and Advanced Conditional StatementsSmart Paging: Options when adding a subform
Widget
Input Type
Input
Element
=Same Thing!
FORM BUILDER
Attachment Image Pick List (Option List) Socket* Unique ID
Assign to Image Label Phone Number Sound Zip
BlueTherm Temp Prob* Label Range SSN Esri
Date Linea Pro* Read-Only Subform 3rd Party
Date-Time MagStrip Red-Laser Text URL Scheme
Divider Manatee Works* RFID Text Area Counter (New)
Drawing Multi-Select (Option List)
Select (Option List) Time
Email Number Signature Toggle
*Integrated Software or HardwareLearn more about each Element Input Type.
FORM BUILDER
Select - Pick-List - Multi-Select
Option List Manager Advanced - Key Values need to be unique - Add functionality for “Smart Option Lists” Icon URL - Add image icons to option list text
Creating and Editing a Live Option List:
• Add “Other” Option to the top. • Add new options to the bottom
of the list • Removing Options will delete all
data previously collected. Place false in the conditional value.
OPTION LISTS
Separate'Table'View' On'Form'View'
SMART PAGING: SUBFORMS
Subform Batch Mode - Create subform records with less clicking using element reference ID SUBFORM_BATCH_MODE. Learn More.
• Pass data from Parent Form Element to Subform• Smart Table Search• Integrate with Hardware• Esri Widget• Manatee Works (Barcode scanning)• Assign POST • Select Keyboard Type• Form Menu Updates
ADD MORE
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