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1. aaa 38 Manage Lookup RE 38 Manage Custom Report Template 43 Adding Moving Duplicating amp Deleting QUESTIONS cc cccccccesssssseececececesseseaaeceeeeeceesessaeeeeeeeseeeees 45 Questions Containers Properties Metadata 46 Question VWigdeertTwpes e T 46 Container TVD6s cir ro FUR HUE UT ER TERES PUE ME TEUER LFU ER CEU eE EE PUREEEECEURE STE GPL ce Fra TE EFE PP VETE 49 Basie Properti S ERE E Ee ENEE ak ee T 49 Advanced Properties Paid Account Only 55 Adding SKIP MOBIC M M 55 Adding Relevance Bor RR 55 COMPOUNE E TE 57 BETTEL EEE E NAE E EEEE E eie AE e MINE 59 Using Repeatable Sections Paid Account Only 60 Using Calculations Paid Account Only cccccccecssscecessececeeaececsesaeeeceesaeeecsesuececsesaeeecsesaeceeeesueeeeseaas 61 Sum and Co nt Operators uice certet tee tein haeo eda xuu t Eee eve aan Ed deed CE VDRR eade Exe RR EV Ren 62 Parenthesis BET EE 63 Use of Hidden Fields for variable 63 REIS Tue el UE le TEE 64 Using Scores Paid Account Only 64 Using Questionnaires Paid Account Only ccccsscccesssscecsesececeeaeeecsesaeeeceesaececseaaeeecsesaeeeesesaeeeeseaaes 66 Using Action Buttons Paid Account Only 68 Using Lookups Paid Account On 71 Using Tables Paid Accounts On 75 Using Grids Paid Accounts
2. 104 Manage ele ln EE 104 Manage Your Website rte stance toe ett emet deat eege ege ee 105 Manage Your Mobiles wiv chi o Rn b nO Ne I tese e e EE d i RUE 106 Contact doFormis SUpport 2 e eeneka o oo nb kae traba eap Ex R e IER in SR PE RRER Ia BER ARR IEEE PERRA SERERE SEENEN SEee e 108 Custom Development Services o oet erre orto ue Io rne no te ee e eR Rees ne Usa SEENEN EVENNESS svor ESSEEN 108 6 Table of Contents Legal Notice Your use of doForms including online and offline components is governed by the Terms of Use as specified at http www doforms com terms of use Copyright O 2011 2013 doForms Inc All Rights Reserved Contact Support Email support doforms com Website www doforms com support Video Tutorials E http www doforms com support 2 Requirements e Firefox Version 4 or greater or e Chrome Version 4 or greater or e Safari Version 4 or greater or e Internet Explorer Version 9 or greater Notices 7 Overview doForms provides smart forms for Android powered smartphones and tablets everything you need in a turn key all in one reliable secure and fully hosted mobile data collection solution Supported data types include Section labels Textual data Numeric data Calculations Date time Single choice answers Multiple choice answers Category scores Lookup tables Action buttons Barcode scanning N
3. cccccccccccssssssssececececessesaaececeescessesaaaesececeseesesaeaeceesessseseaeaneeesens 17 Viewing KE 18 Sending Dispatches and Work Orders nennen a EA ane na an 18 Important NOUCOS peeee eects 18 Getting Started ves ecd m pede PR EE entente tert ei eee 18 Custom Branding Paid Accounts On 18 MSMLCE MM POQ 19 Selecting Projects and Forms rice tie ee eec re eate ede aea neon ee cta e rna bon ee dre e daaauee 19 Deleting Projects and Form 19 Deleting Data Records dert tee terr ed tope duae RE deoa AER 20 File MENU mL M 20 2 Table of Contents OPTIONS MON EIS m UN IU UI 21 BRUM 22 MAU 22 Viewing Media Files rie e De eere dee x dete te eie venu beet nra lonia 22 Sorting and Filtering KE rcc nter cde meo ao oen neon ede tede aeee eke 22 Current QU CRY a 23 MERI EMI 23 ROW Mentee Sege ee Yates rate ur esie etr ile e Toe red bp xe ae eee e unc Er up cue ueste teile pe neues 24 Workflow Approvals eene nennen nnne E EE AnA sisse EITE PERE ENEA sans ases nnne an 25 VIEWER CONTEO b LE 25 Retrieve Function Dispatch accounts only ccsec
4. Moving a Question To move the position of a question use a drag and drop motion to place the question anywhere on the canvas Duplicating a Question To duplicate a question click on the duplicate icon in the upper right corner of the question canvas This is very handy when creating a form with a list of similar questions Deleting a Question To delete a question click on the delete icon trash can in the upper right corner of the question canvas You will be asked to confirm the delete Build Forms 45 IMPORTANT The drag and drop motion is only supported by the newest versions of most popular web browsers Please make sure your browser is up to date for the best experience in the Build Forms tab Questions Containers Properties Metadata doForms provides dozens of question widget types which can be used sequentially looped using a repeatable section or connected using sophisticated skip and relevance logic They can be used directly or placed into formatting Containers To add a question widget to your form just drag and drop it onto the question canvas A full list of available question widgets is provided below Formatting containers are used to control the layout of question widgets when they are rendered in the mobile app In general a container is dragged onto the question canvas and question widgets are dragged into the container If a specific question widget is not supported then you will not be a
5. To accept a Pending request click the Row Menu and select one of the privilege levels under Accept An email will automatically be sent to the user confirming that access has been granted The privilege levels are as follows Read Access to the View Data Tab to view data only Edit Access to the View Data Tab to view add edit delete and export data Manage Full access to all doForms website Tabs and all their functionality including building forms managing projects connecting additional mobile devices and setting up additional website users Deny To deny a Pending request click Deny Changing User Information Edit Use to edit an existing Web User s privileges email username password or contact information Click Edit in the Row Menu The row will expand allowing you to change certain fields Click Save when done Otherwise press Cancel Send Email Use to send an email to the Web User after changing their account information The email will contain the user s new email username password and privilege level Delete Use to delete a Web User A message will be displayed asking you to confirm the delete Click OK Otherwise press Cancel Add User Use to a new Web User from the Web Users tab A form will be displayed for you to enter the user s information Click Save when done Otherwise press Cancel Work Group optional Provides a way to classify your web users The work group field
6. Building Inspection Published 12 17 2010 Form 1 Public 10 010 Form 1 Public haktestimage Public Loop Test 01 Published Loop Test 03 Published Loop Test 0305 Published Mark Group 1 Published Mark Group 2 Published Mobile App Training Form Published Mobile App Training Form 2 Published Mobile Ann Trainina Form 3 Published 12 21 2010 Add Cancel Remove To remove a form select Remove in the Row Menu A message will be displayed asking you to confirm the remove Click the OK Otherwise press Cancel Note that removing a form from the Projects tab does not delete it from your doForms account You can always add it back later see the Build Forms section for instructions on how to permanently delete forms from your doForms account Select all projects Use Select all projects in the Row Menu to include this form in all project columns If all the projects are selected this Row Menu option changes to Deselect all projects which can be used accordingly IMPORTANT If a form is listed and the project is not checked AND if the data table contains data then it will be listed in the View Data and Dispatch tabs This will allow you to see use the data on the website without mobile users seeing the form in the project If a form is listed and the project is checked then the form will always be listed in the View Data and Dispatch tabs whether or not there is data in the table IMPORTANT Be sure to click Save to save any c
7. answer options MUST be the same for all of the score choose one or select multiple questions dragged into the questionnaire container Questionnaire grids can have up to 10 columns but an unlimited number of rows The questions are listed in the first column of the grid The answer values comprise the column headings Repeatable Section paid accounts only A repeatable section is a container for one or more of any of the questions above A repeatable section loops through the questions it contains A maximum number of loops can be specified in the properties area Note that mobile users will be prompted before each loop if they wish to continue See the Using Repeatable Sections section below for more detailed information Table paid accounts only A table is a spreadsheet like container for text lookup numeric date time and calculation question types Tables can have up to 10 columns A fixed number of rows must be specified in the properties area Tables are similar to Grids except that in a Table the contents of each row are repeated the columns differ Whereas the contents of cells in a grid can be completely random See the Using Tables section below for more detailed information Basic Properties Action action button Allows you to select the type of action that will take place when the action button is pressed Action options are 1 jump to question 2 jump to pages 3 open web page 4 play video 5 l
8. good may have an underlying value of 5 Only numeric integer and decimal underlying values are counted in the score summary arithmetic Non number underlying values e g na or not applicable are NOT counted the score arithmetic and summaries Upload image label Allows you to upload an image to be displayed There is no restriction on the size of the image Accepted image formats are JPG and PNG URL of video action button Used with the Play Video action to specify the website URL of the video to be played Note that an internet connection is required for playing videos URL of web page action button Used with the Open Web Page action to specify the website URL of the web page to be opened Note that an internet connection is required for opening a web page Use as input for conditional lookups only lookup Check this if option to improve speed in this widget is being used only to support conditional lookups later in your form Uncheck if you want full lookup functionality Use checklist table Use this option if the first question in the Table is a Lookup and you wish to display all the rows in a checklist format Be sure the Number Rows value above equals or exceeds the number of rows in the Lookup table Use image action button Allows you to upload a custom button image to be used as a button as an alternative to a standard doForms button shape There is no restriction on the size of the image If
9. map data values into a report data name Tags Data names are unique identifiers that you set up in the Properties of each of the questions in your form These unique identifiers are used throughout the doForms data collection and data management process to organize your data as shown below Data Name Property in the Build Forms tab Photo Survey Publishea File Options Resources Preview Help Properties Subject Description Caption Text The question caption as presented to the user Subject Description l me Additional help for this question GPS Location Provide a description ofthe subject Data Name The data name as shown in the column headings Capture Location SES Subject Description Default Value Location W ption The value of this field as presented at first Read Whether this field can be edited by the end user or not Data Name Property in the View Data tab Project Form Date Range Mark v mi Photo Survey zl m gt last30days gt mp view File Options Data View Help Record_Name Date Created Status Title Subject Description GPS Location GPS Location GPS Location Latitude Longitude Altitude r 2 Zei 05 31 2012 44 7483 68 8291 Ka 15 45 18 doForms uses these same data names to relate or map the answers being collected in your form to cell locations in the Custom Report Template For example the Photo Survey form above contains a text question with the data
10. o 1 3 0 Carla 28 dudley 05 16 2012 Carla 05 17 2012 28 dudley street fix sink Tool 1 05 16 2012 Ryfh street 10 48 37 10 42 37 GMT 05 Tool 3 10 49 26 GMT 05 GMT 05 2 3 0 Jon 15 Center 03 14 2012 Jon 03 14 2012 15 Center Street 03 14 2012 Street 12 38 53 12 36 45 GMT 05 12 38 48 GMT 05 GMT 05 3 f Mark 10 Main 03 14 2012 Mark 03 14 2012 10 Main Ave 03 14 2012 Ave 12 36 19 12 34 30 GMT 05 12 36 22 GMT 05 GMT 05 4 Gare 28 Dudley 03 14 2012 Carls 03 14 2012 28 Dudley Street 1234445678 Fix washer Tool 1 03 14 2012 Thijs Street 12 34 08 12 29 08 GMT 05 Tool 2 12 33 19 GMT 05 GMT 05 Tool 3 5 SE Mark Test 20 03 08 2012 Mark Test 20 Address Test 20 Tool 1 03 08 2012 11 04 57 Address Test 20 11 05 23 Tool 2 GMT 05 6 z E Men Test 20 03 08 2012 Mark Test 20 Address Test 20 Tool 1 Address Test 20 10 44 57 Tool 2 GMT 05 7 Mark Test 20 03 08 2012 Mark Test 20 Address Test 20 Tool 1 Address Test 20 10 38 19 Tool 2 GMT 05 8 er Mark Test 20 02 22 2012 Mark Test 20 Address Test 20 Tool 1 02 22 2012 11 31 16 Address Test 20 11 30 06 Tool 2 GMT 05 GMT 05 9 si Gary Address 02 22 2012 Gary Address Test 20 Tool 1 02 22 2012 11 19 40 Tyhf t Test 20 CC Tool 2 GMT 05 Selecting Projects and Forms Date Range Project Form Main Project mi Training Form 4 mi Last 6 months ES VIEW Your doForms database is organized by Projects which in turn contain the Forms Note that the forms contain and organize the data and
11. the corresponding Customer Name and Customer Address will be automatically filled out in the form The illustration below shows a simple lookup table CSV file A B G D 1 CustomerNumber NameFirst NameLast Address 2 100001 Dennis Mills 13 Bright Street Bangor ME 3 100002 James Ragonese 147 Main Street Bangor ME 4 100003 Jim Farley 1356 Arlington Avenue Portland ME 5 100004 Howard Runser 47 Dudley Street Hampden ME 6 100005 Danny Hancock 986 State Street Old Town ME 7 100006 Tom Shumway 63 Elm Avenue Hampden ME 8 100007 Stephen Nearing 19 Maine Hwy Newport ME 9 100008 Robert Netsch 481 Central Street Bangor ME 10 100009 Robbie Wilson 19 Long Warf Lane Searsport ME 11 100010 Kevin Twombly 20 Forms Avenue Herman ME The Option Menu section above provides instruction on uploading lookup table files into the Build Forms tab Once a lookup file is uploaded it may be used in one or more forms as described below External files must be CSV or Excel 2003 format and the first row of the file must contain field names for each column no spaces or special characters To see which lookup tables are available in your account click the Options menu and select Manage Lookup Tables In the illustration below the lookup table name Customer List contains the data above Build Forms 71 Saved Lookup Tables Table Column Names Description Name date1 untitled18 barcode namelast namefirst age dob Test table with 1000B ge
12. Form If you are building a complex form we strongly recommend testing it on your mobile devices before deploying it to a large group of mobile users The best way to do this is to set up a Test Project in the Projects tab and add your published form to this project You will also need to remove it from the Main Project so that it is not deployed to your other mobile users See the Projects section for how to do this Then under the Mobile Units tab assign the Test Project to just those mobile units that you wish to use for testing See the Mobile Units section for how to do this Build Forms 79 Deploy Forms to Mobile Units There are a number of ways to deploy your form to your mobile devices Publish to the Main Project The simplest and fastest way is to go to the File menu and Save Form As Published This will save the form in a Published state and automatically add it to the Main Project All of the mobile units that subscribe to the Main Project will automatically receive your form Note that all mobile units are subscribed to the Main Project by default until you manually unsubscribe them in the Mobile Units tab Deploy Using the Projects tab The other way to deploy your form is to use the Projects tab This method provides you the greatest control over who gets which form First under the Build Forms tab go to the File menu and Save Form As Published if you haven t done so already Next go to the Projects tab and manuall
13. GMT 05 5 ark Test 20 03 08 2012 Mark Test 20 Address Test 20 11 05 23 GMT 05 IMPORTANT Please make sure that your web browser is set to Allow Pop ups from your doForms website in order to view the Print Preview IMPORTANT The current upper limit on the size of a single PDF file is 35MB If you exceed this limit doForms may replace inserted picture with http links to the picture in order to reduce file size Creating Excel Output After the Excel Report Template has been uploaded to your website follow these steps to specify how it will be used in generating reports 1 Gotothe View Data tab of your website 2 Open the project form that you wish to use the template with 3 Click the Options menu Reports 93 Select Report Settings The select the Excel Report Template you wish to use Indicate if Excel Template will also be used by the mobile app when emailing reports Click Save SLOgrs wr d To create an Excel Report from the View Data or Dispatch tab 1 Gotothe View Data or Dispatch tab of your website Open the project form that you wish to use Click the Row Menu on the record your wish to generate a report for little box with down arrow 4 Select Email or Save note that Excel Reports cannot be previewed or printed on the doForms website 5 Openthe file in Excel or any program that reads Excel documents To create and save individual Excel Reports for multiple records at one time 1 Select the records b
14. Information z Select if the action is required at this step Relevance c onditions Show this question fr dame Section when the foliowing condition Add Condition bd The Acton Button widget has the following special properties that you use to control its look and behavior Use image Allows you to upload a custom button image to be used as a button as an alternative to a standard doForms button shape There is no restriction on the size of the image If you want your custom buttons to have text then this text needs to be embedded in the image prior to upload Accepted image formats are JPG and PNG Image justification Controls the justification of the button left center right Action button text Allows you specify the text that will be displayed in a standard button format If you use an image instead of the standard button format the image will need to contain any desired text Action Allows you to select the type of action that will take place when the action button is pressed Action options are 1 jump to question 2 jump to pages 3 open web page 4 play video 5 launch another app 6 send customized dispatch status flag or 7 save and send the form Destination page Used with the Jump to page action to specify the form page to jump to when the Build Forms 69 action button is pressed The Execute auto stamp option determines whether or not to execute any date time or l
15. Invoice System HEATING VENTILATION amp AM CONDITIONING Customer Information Unit Information Arrived at Customer Refrigerant Recovery Job Information a doForms HVAC Form V5 gt Swi tically to navigate the page then tap on a question Or swipe page horizontally to na pages To create an Action Button drag the widget onto the question canvas of your form illustrated below If you are creating a menu you will need one Action Button for each menu button You can use our standard doForms buttons as shown above and below or upload your own customized button images 68 Build Forms for a more polished look To upload your own customized button just check the Use image property If you want your custom buttons to have text then this text needs to be embedded in the image prior to upload while this is in a Label widget the HVAC graphic above and below is an example of an uploaded image doFoms HVAC Form V5 Published File Options Resoures Help Service Order Invoice System Caption Text The label caption as presented to the user Hint Additional help for this question Data Name The data name of this action customer info T Use Image Action button text Customer Information no label yet Button justification Center z Action Select a action to take place when control is clicked Jump to page m Destination x Select the page to jump to when image or button is clicked 2 Customer
16. Microsoft Office Exc 754KB E Documents Photo Survey OUTPUT 6 3 2012 9 35 AM Microsoft Office Exc 2 672KB qj Music Photo Survey 6 3 2012 9 35 AM PDF File 233KB Si neuen Mmetoene zm Bb Videos Time Card OUTPUT 6 3 2012 12 44PM Microsoft Office Exc 45KB Bal puer ordre tev2 6 12 12 39 PM Microsoft Office Exc 42KB dies a empla 5 3 20 JP Computer amp os c 4p FreeAgent GoFlex ia Network E pes les d Loven z cen E 7 Give your template a name and description then click Save 44 Build Forms PhotoSurveyTempateV9 Upload other Excel file Excel 97 2003 Template files only Content data Add a description here Description Save Cancel 8 Your template will be added to the Saved Excel Templates list 9 Click Close Repeat the steps above to load additional report templates into your Build Forms tab Click Close when done See the View Data tab section for more information on how to create and use Excel Report Templates TIP When you upload a report template this template becomes available for use with any form in your account provided that the data names are exactly matching Adding Moving Duplicating amp Deleting Questions Adding a Question There are two ways to add a question to the canvas i click the desired question type at the bottom of the page and it will be appended to the form or ii use a drag and drop motion to place the question anywhere on the canvas
17. Note that it is the currently displayed data i e the Current Query that is processed by the options above see Sorting and Filtering Data below 20 View Data Options Menu The Options menu provides the following functions to display how data is presented in the View Data tab Display Settings Use to specify which questions will be displayed as answer columns in the List View Use these setting to un clutter the List View You may also specify if the caption or data name property of the question widget will be displayed as the heading for the corresponding column These settings are per user This means that each web user can change the setting for a specific project form without affecting other users Export Settings Use to control how data will be exported with File Save as options Column Headings specifies if the caption or data name property of the question widget will be displayed as the heading for the corresponding export column Choose one questions specifies how the answers to these questions will be exported Select multiple questions specifies how the answers to select multiple questions will be exported Options for choose one and select multiple include reporting underlying values in one column or as 0 1 values in multiple columns These settings are per account This means that any changes to these settings for a particular project form affect all website users Report Settings Use to
18. Only 77 Emailing PDF and Excel Reports Paid Accounts Only 79 information Pages cre dee Miete ade etat feto ee ante rg ote eae Re poa Bode eR ERR ERE dug 79 Previewing ai FOG sisi ees tee sins ce neo e on Edge plein ode edes dot Eon Se e Feb ang Det eo e on Sd pee won Dee ledit 79 Deploy Forms to MobileUnits eicit A Zeie een Dr eoe dees Hee EE unn ted av ee ass dL Tee UE 80 Updating Geld EE 80 Public eg ERR Led EE 81 WS a PUI CHE GN IT ROREM 81 Contributing a Public FOFIm eicere ette cons sntenrcdectecconscndcnescevaduenactececds ecdecaadeeteesseecdavecdterccessarveaienersevesane 82 Table of Contents Creating Cha E ER EE 83 OVERVIEW D 83 Reports Vs EXpOFtS ieoe cicer incinta o ENER ENEE SEENEN EUR EXER Un ESE Pa Nee 83 Standard Custom Report Template vs Custom Report Template 84 PDE VS Excel OUTPUT urner eea aara E E E m 84 Report Setting ERE EU Se Meee AE ESEESE DEENEN 84 When Emailing Report from Mobile App 86 When Creating PDE File Useissa caaan ana a E a E E SEERA Aa RAE niai 86 When Creating Excel FileUses esencia ctore e notata re Anu Ead aa aa gren vU Rhe paa aae ENER 86 Standard Report Template Settings ccccccccccccssssssecececsesesseaeeeeececseseeaeeeeececeesesaeeeseesceesesaseeseeseeeseeeaeeeeess 86 Custom Report Template Settings aea a Eaa Ea
19. These template files are simply Excel worksheets that have been Saved as Excel Template Note that doForms ONLY recognizes Excel 97 2003 and Excel 2010 Template formats xlt xItx xItm See the View Data tab section for more information on how to create and use Excel Report Templates To manage your Excel Report Template in the Build Forms tab click the Resources menu then select Manage Excel Template The dialog below will open with a list of all report templates that have been set up in the Build Forms tab Title Description PhotoSurveyTempateV8 TimeCardTempolateV2 ateV1 Add Close After the Excel Report Template has been created on your PC see the View Data tab section follow these steps up upload it to your doforms website Go to the Build Forms tab of your website Click on the Resources menu Select Manage Excel Templates Click Add pepe Ee Build Forms 43 Add Excel Template Title C Upload Excel file e 97 2003 Template files only Description Save Cancel 5 Click Upload Excel File 6 A File Upload dialog will open Browse the files then select your Excel Report Template file and click Open File Upload QUO My Excel Templates X Sal Search My Excel Templates m Organize New folder E o m e d Downloads zl Name Date modified Type size LE KI Recent Places Photo Survey 6 1 2012 8 54 AM PDF File 3 336KB Term Photo Survey COMPRESSED 6 3 2012 9 30 AM
20. Your Website Web Services The Web Services tab is the place where you manage web services which expose the data in your doForms account for use with other IT systems doForms Web Services can be accessed using any program that supports SOAP web services doForms web services are organized on a per form basis When a form is added to the Web Services tab DoForms assigns a WSID and a password for accessing the form data Please see the doForms Integration Guide for further information on using the Web Services This guide can be found at http www doforms com support integration guide pdf http www doforms com support how to videos how to create company notices htm Company Notices Use this to create and publish text notices which will be visible to website users and users of mobile devices These notices are very useful for pushing out important information or urgent warnings The on off control at the top determine if website or mobile notices are to be displayed Be sure to click the Save button when making a change to the top section To add a new notice click the Add button beneath the existing notices Type your notice Designate if it s to be displayed on the website and or mobile units Enter an Expiry Date Be sure to click the Save button when done Savings Calculations Use this FREE tool to calculate money savings and to calculate carbon savings by using mobile data forms instead of paper forms The results of these ca
21. a preceding repeatable section Evaluate blank null condition values lookup Causes lookup conditions to evaluate null blank condition values Otherwise null blank condition values will be ignored Use this if one or more steps in a set of sequential lookup conditions need to be evaluated as being null rather than just skipped if left blank This option is important in optimizing the performance of the lookup widget when null values are a possibility Hide field in website text numeric date time calculation label location Controls whether the value generated by the widget will be displayed in the website Allows you to store data in a field but not display the field in the website Commonly used to trigger relevance or skip logic conditions and also used in calculations Hide field in mobile app text numeric date time calculation location Controls whether the widget will be displayed in the mobile app Allows you to store data in a field but not display the field in the mobile app Commonly used to trigger relevance or skip logic conditions and also used in calculations Hide in reports label Controls whether the value generated by the widget will be displayed in reports The property is handy for storing temporary values that will be used by other widgets Hide rows table This option is used in conjunction with the Used Checklist option Use this option to hide rows that contain a specified alpha nu
22. airwaves or internet Browsing of data on your doForms website may also be encrypted using SSL HTTPS Please be sure to use the encrypted SSL3 connection at https mydoforms appspot com followed by the name of your doForms website account You can also have peace of mind knowing that your data and forms are hosted on top of Google s App Engine IT infrastructure Google App Engine has successfully undergone annual SAS 70 Type II audits which have evolved into the SSAE 16 Type ll attestation and its international counterpart ISAE 3402 Type Il Google App Engine is one of the first major cloud providers to be certified for compliance to these new audit standards Third party audits are only part of the security and compliance benefits of Google App Engine products Google protects our customers data by employing some of the foremost security experts by executing rigorous safety processes and by implementing cutting edge technology These protections are highlighted in the data center video tour For more information visit the Google Apps Trust page Source http googleenterprise blogspot com 2011 08 security first google apps and google html 10 Overview This Guide This guide explains how to use your doForms website and supplements the video tutorials Availability of videos for key topic is denoted with the symbol below E http www doforms com support 2 An electronic version of this guide is available in the Support section of
23. and all their functionality including building forms managing projects connecting additional mobile devices and setting up additional website users Administrators automatically have login access using the email and password that was specified at the time the order was placed All other website users must request an account as explained in the following section 12 Overview Request Website Access Administrators automatically have login access using the email and password that was specified at the time the doForms order was placed All other website users must request a website account To request an account 1 Click Request access at the bottom of the login page Sig nin Please sign in to your doForms account or use the Request access to your organization s doForms website link ow Account www mydoForms com youraccount Email Password Forgot your password Sign in 2 Enter all of the information on the Request Account form and press Submit Request access all fields required doForms Account your account website name First name l Last name Lo Telephone with area code Email your login ID Email confirm Password min 6 characters Password confirm Never mind have an account A doForms Administrator will review your request and email you a confirmation if access is granted Accessing the Website 13 Sign in To login to your doForms website 1 Enter the name of
24. be Number or Date Time Length text numeric barcode NFC Validates the character length of the user input in terms of a minimum and a maximum number of permitted characters spaces are counted Limit to list lookup Limits the entry of data to a lookup table selection only If the lookup has any destination questions the answers to these questions will also be limited to the corresponding values in the lookup table Lookup conditions lookup Specifies if any prior lookup selection from the same lookup table will be used to filter the lookup field For example if you have a lookup table with state and city columns you could setup one lookup question to select the state and a second lookup question to select the city A lookup condition can also be specified as the answer value to a prior text numeric or choose one question Lookup field lookup Select the field in the lookup table that will be used in the lookup search list In the example below we are using the Customer Number field in the lookup table Max repeats repeatable section This is the maximum number of loops for the repeatable section Default value is 10 The maximum number that can be entered is 20 Note that mobile users will be prompted before each loop if they wish to continue see Repeat Transition Text property Therefore the actual number of loops performed will be controlled by the mobile user Military time date time If checked the
25. control the format of PDF and Excel reports These settings are per account This means that any changes to these settings for a particular project form affect all website users Map Callout Settings Use to specify which questions answer fields will be included in the map callouts in the Map View The callouts are small data summaries which are displayed when a map icon is clicked See the illustration below These setting are per user This means that each web user can change the settings for a specific project form without affecting other users Form name Simple Work Order Dispatch 7 Available Fields Map Callout Fields Record Name select one question Date Created geopoint question Latitude Status geopoint question Longitude Training Form geopoint question Altitude string question geopoint question Accuracy integer question barcode question decimal question D n 5 mm wmd wm mm mmm Save Cancel View Data 21 Data Menu The Data menu provides the following functions for managing data in the View Data tab Add Record Adds a new blank record into the data table in Edit mode Show DataFilter Displays the data filter options See Sorting and Filtering Data below Delete All Selected Deletes all selected checked records Unlock All Selected Unlocks all selected checked records PDF Report All Selected Creates PDF Reports for all selected checked records For more information see the Reports c
26. field Number x Customer Number Data source The data source for this lookup table d Customer List 2 4 First Name Stee Lookup field Tr it oe Ht ed em Last Name Lookup conditions Add condition Destination fields Field x Address FirstName SR Table field NameFirst 7 Field x Last Name z Table field NameLast z Field x Address zl Table field Customer Signature Address D Add field Draw Sianature zl Relevance conditions Page Label Text Numeric DateTme Choose One Select WEE Location Sketch Signature atime Denon eva Wa Adon mage Audo Video Barcode Repeatabe Tabe EmalRepot Approval Cakulafon Lookup Questonnare Score Fachgs Add Condition E 74 Build Forms Using Tables Paid Accounts Only http www doforms com support how to videos how to create a simple invoice htm A table is a spreadsheet like container for text lookup numeric and calculation question types Tables can have up to 10 columns A fixed number of rows must be specified in the properties area Tables are similar to Grids except that in a Table the contents of each row are repeated the columns differ Whereas the contents of cells in a grid can be completely random To set up the table in your form simply drag and drop the Table container widget into the desired location in the question canvas as illustrated below Then drag and drop up to 10 text lookup numeric and calculation
27. gt view IV Auto refresh display File Options Data View Hep Record Name Date Created Status Mobile Number Nickname Customer When Address Phone Job Descripti r 2 Mar Test 20 07 02 2012 Pending Mark Test 20 Address Test 20 Address Test 20 12 49 01 GMT 05 3 ri Carla Palmer 28 07 02 2012 Pending Carla Palmer 02 08 2012 28 Dudley Street 2071212222 Fix washer Dudley Street 12 49 01 14 00 00 GMT 05 GMT 05 4 Ted Jones 10 07 02 2012 Pending Ted Jones 02 08 2012 10 Main Street 2072224567 Fix sink Main Street 12 49 01 14 00 21 GMT 05 GMT 05 5 m Say Address 07 02 2012 Pending Gary Address Test 20 Test 20 12 49 01 GMT 05 6 m Mark Test 20 07 02 2012 Pending Mark Test 20 Address Test 20 Address Test 20 12 49 00 GMT 05 m E Mark Test 20 07 02 2012 Pending Mark Test 20 Address Test 20 Address Test 20 12 49 00 GMT 05 8 oo Mark Test 20 07 02 2012 Pending Mark Test 20 Address Test 20 Address Test 20 12 49 00 GMT 05 9 Mark Test 20 07 02 2012 Pending Mark Test 20 Address Test 20 Address Test 20 12 49 00 doForms Dispatch provides powerful dispatch forms and work order forms functionality These special purpose forms contain important information to tell mobile workers where to go dispatch and what to do when they get there work order As your mobile workers complete their assigned tasks doForms lets them fill out data fields in the form take pictures capture GPS locations and collect signatures Th
28. is searchable with the Search button function View Restrictions You can control who sees what in the View Data tab by using the View Restriction parameter in the Web Users tab This parameter allows you to restrict the viewing of records to those submitted by a specific device Mobile Number For example if you have multiple sales people accessing the View Data tab you can specify that any particular salesperson can only view edit the records which they submitted by specifying their Mobile Number as the View Restriction You may specify multiple Mobile Numbers by separating them with spaces Search Displays a filter function that allows you to search for specific mobile units Web Users 103 Account Account demo User demo doforms com Sign out Help dOFORMS Merchandising Dispatch View Data Build Forms Projects Mobile Units Web Users Add Ons Support Community Manage Your Account Update Contact Information Update Billing Information Change Account Type Add Mobile Units Subtract Mobile Units Cancel Account Manage Your Website Web Services Company Notices Savings Calculations Website Setup Wizard Change Website Branding Change Unlock Timeout Time Zone Settings Manage Your Mobiles Change Mobile App Branding Main Menu Configuration IMPORTANT The Account tab is available to doForms users with Admin privileges only Manage Your Account Update Contact Information Use this to update the Admi
29. name Subject Description As the name implies this is where a mobile user enters description text for their photo survey Note how the Custom Report Template below utilizes the same data name to specify where these values will be displayed in the report using the brackets This tells the doForms to map the answers to the Subject Description to that particular cell In the View Data screen above there is a competed record with the Subject Description Dudley Gardens Note how this answer value is mapped to the completed report below 88 Reports If your form includes Repeatable section or Table containers the format of the corresponding is the repeat number So in the Excel Template uin l data_name tags is as follows data_name i where example above the captions and images are specified as Caption i and Image i respectively This is also the data_name format used to reference data in grid tables Creating a Template File Follow these steps to create a Custom Report Template for use with doForms Open Excel and start a new document Add tabs worksheets as desired into the Excel document to better organize your report Specify which cells will contain which answers with the Data Namej tags Add titles captions and any other text into their own cells and format as desired Add any desired graphics such as logos using the Excel Insert functions Add any desired page breaks using the Excel Layout function
30. provides the form name you can sort the table alphabetically by clicking this column heading The remaining columns represent the projects starting with the Main Project Main Project Your doForms account starts out with one Main Project which provides you with useful forms The Main Project is a little bit different than all other projects in that it is subscribed out to all mobile units So if you create forms which you want to deploy to all mobile units adding them to the Main Project in 96 Projects the Projects tab is an easy way to do so Other projects that you create must be explicitly subscribed out to mobile units using the Mobile Units tab Don t worry we will explain all this in the Mobile Units section For now let s learn more about the Projects tab Search Displays a filter function that allows you to search for specific form names Column Menu Let s start with learning how to manage projects using the Column Menu A close cousin of the Row Menu it provides the following options Add project To add a new project column select Add project from the Column Menu A new empty column will added The new project will be titled Project 1 2 3 etc You can change this name as described below Rename To rename a project column select Rename from the Column Menu Type a new project name over the old one Press Submit when done Otherwise press Cancel Note that this function may not be applied to
31. questions into the table Each of these questions will be a column in the Table Facings Example 2 Checklist Published File Options Resources Help Note that this widget will be rendered similarly to a repeatable pom rch non tablet Ul rd E Store Facings Table CG g Table Label The section label as presented to the user one or two words Store Facings Table s Data Name Product The data name of this table Store Facings Table Number Rows Number of rows displayed in table 80 M Use Checklist Use this option if the first question in the Table is a Lookup and you wish to display all the rows in a ch ist format Be sure the Number Rows value above equals or exceeds the number of rows in the Lookup table Ethnic E Hide rows Use this option to hide rows that contain a specified alpha numeric value Enter an alpha numeric hide flag or Ss blank if you want a blank null value to be the hide flag 99999 T Equally Space Columns Use this option to make columns and equal width Otherwise the column width will be controlled by the length of the caption text of the inserted questions xl Relevance conditions Show this question or Repestable Section when the foliowing condition is true Add Condition Build Forms 75 When rendered on the tablet mobile device in Form View the table will look like this role FORMS Required Store Facings Table Pro
32. received by your doForms website You can use the Default property to pre populate email addresses Use commas to separate multiple addresses In order to email a report from the doForms mobile app you must insert an Email Report question widget into the form when building it The position of the Email Report question widget in the form does not matter The report will be sent at the same time the completed form is sent to your doForms website To add an Email Report question widget into the form 1 Openthe form in the Build Forms tab 2 Dragand drop the Email Report question widget into the desired location 3 Save your form when done To control the format of the PDF and Excel files use the Options Report Settings as described in the View Data section If you change the report settings for a particular project form in View Data then those settings will also be applied whenever a report for this particular project form is sent from the mobile app For more information see Creating PDF Reports and Creating Excel Reports in the Reports chapter of this guide Information Pages You can create and insert an Information page anywhere in a form by using a Section Label question Use the Caption text to provide a title or heading Use the Hint property to provide additional information e g instruction warnings etc In addition to textual information these pages may contain images logos and illustrations Previewing a
33. sources Lookup field Selects the field in the lookup table that will be used in the lookup search list In the example below we are using the CustomerNumber field in the lookup table Lookup conditions Specifies if any prior lookup selection from the same lookup table will be used to filter the lookup field For example if you have lookup table with state and city columns you could Build Forms 73 setup a lookup question to select the state and a second lookup question to select the city In the second lookup question you could make the lookup condition State so that only the cities in the selected state are displayed Lookup conditions can also be specified as the answer values to a prior text numeric or choose one question in the form Use the Add field option to add a new condition Destination fields Provides a mapping of any additional lookup table fields that will be used to populate other question fields in your form In the example below we are going to search on the lookup field CustomerNumber then use the NameLast field in the lookup table to populate the Last Name field in the form the NameFirst field in the lookup table to populate the First Name field in the form and Address field in the lookup table to populate the Address field in the form Use the Add field option to add a new destination field LUDemo2 Published File Options Resources Help kind zl Type of lookup
34. the Location Auto stamp be sure to choose your GPS minimum error and maximum error Range values carefully In most cases these should be set to 50 meters and 300 meters respectively to ensure that the auto stamp function can occur quickly with minimum delay for the mobile user Caption label text all question types The question caption as presented to the user Think of this as the title for the question It should be self descriptive We recommend no more than three words for optimal display on mobile devices Note that for repeatable sections this is called a Section Label We suggest experimenting on your mobile device with section labels in context with loop prompts in repeatable sections The maximum number of characters is 500 including spaces Category score Specifies the score category that the answer to a score question will be assigned Score questions automatically calculate and summarize the total possible score for each category the total given score and the percent of given divided by possible Choose one destination field lookup Check if you would like to compare the lookup table value with the underlying value property for choose one destination questions Otherwise the lookup table value will be compared with the Answer as displayed to the user choose one property of the choose one destination questions When the values are the same that answer option in the choose one answer option will be selected F
35. time portion of a date time will be in 24 hour military time Otherwise it will be 12 hour time with an AM PM option Number columns grid Specifies the number of columns in the Grid container Number rows table Specifies the number of rows in the Table container Number type numeric Integer or Decimal Specifies whether the input number may contain a decimal point Options select multiple choose one score Specifies the values of the multiple choice answers Each option includes an answer name as presented to the user and an underlying value Underlying values can be descriptive or alpha numeric codes of your choosing Although spaces are permitted its best to use underscores The maximum number of characters for answer name is 500 including spaces The maximum number of characters for underlying value is 500 Spaces are not permitted in the underlying value field Page name page Used to specify a short text string that will be displayed as a page name in the page navigation bar at the bottom of Page View If a page name is not specified then sequential numbers will be used for navigation in the page navigation bar at the bottom of Page View Range numeric date time location Validates the input data in terms of a minimum and a maximum value For location questions the minimum error is the GPS accuracy at which the GPS widget stops trying to refine the accuracy and the maximum is the largest permitted
36. use the File Open Special option to open it then change the Record Name Click Save when done The Record Names dialog will close Again note that when you are done editing your form you will also need to save the form using the File Save command for the record names to be applied in other words there are two saves that need to be done In the example below the form name will consist of Customer Address Phone Available Fields Record Name Customer Al gt gt Address gt Phone berg Job Description Time of Arrival Tasks Job Notes Satisfaction zi KIM A Aan miman A lt lt gt Save Cancel Resources Menu The resources menu allows you to manage resources that can be used with one or more forms in your doforms account This includes Lookup Tables and Excel Report Templates Manage Lookup Tables http www doforms com support how to videos how to manage lookup data htm Lookup tables allow you to search and select an answer from an external data table Also if a lookup table row contains answers for other questions in your form you can use the table to automatically answer these questions as well For example if your form contains questions for entering Customer Name Customer Number and Customer Address and if you have a lookup table which also contains these columns then you can set up Customer Name as the lookup table and when the 38 Build Form
37. you want your custom buttons to have text then this text needs to be embedded in the image prior to upload Accepted image formats are JPG and PNG 54 Build Forms Use lookup in website Dispatch tab only lookup Use the display the lookup in the website Dispatch tab only This property is used when you wish to use a lookup to pre populate a dispatched record on the website prior to sending but do not wish to send the lookup table to the mobile devices Advanced Properties Paid Account Only The advanced area provides skip and relevance options which can be used for applying very sophisticated logic to the behavior of your doForm Adding Skip Logic You can apply skip logic to jump from one question to any other question below it or to the end of the form This is done by evaluating the answer to the original question based on a condition and then jumping to the destination question if that condition is met In the example below the skip condition can be interpreted as skip to the end of the form if the answer to the current question is A You may also use compound skip logic to evaluate two or more skip conditions using AND OR logical operators see section below Note that you cannot use skip logic to create loops Use Repeatable Sections for looping Advanced Skip Skip from this question when the following condition is true Skip contitions ip to destination question End of Form hd When the answ
38. your doForms website 2 Enter your email address 3 Enter your password 4 Press Sign in Sig nin Please sign in to your doForms account or use the Request access to your organization s doForms website link below Account www mydoForms com youraccount Email your email address Password TETETPP Request access Forgot your password Sign out There are two ways to log out e Click Sign out at the top right of the header OR e Close the browser 14 Accessing the Website Website Home Account demo User demo doforms com Signout Help d rFORMS Merchandising Dispatch View Data Build Forms Projects Mobile Units Web Users Account Add Ons Support Community Welcome to doForms Important Notices 03 18 13 NEW LOOKUP TABLE WEB SERVICE API Try Sync amp Save today We are pleased to announce the release of our new SOAP Web Services API for managing dispatch and lockup table data The new API methods provide functions for programmatically downloading r uploading sppending and deleting data records vom E Detailed how to use information can be found at yn http www doforms com support integration I guide pdf Say Integrate doForms with your current system Total you have saved over using paper forms S0 in cash 0 pounds of CO2 0 trees Copyright 2010 2013 doForms Inc All rights reserved Terms of Use Privacy Policy The doForms website has a consistent and easy to follow desi
39. D d FORMS Website User Guide Updated September 18 2013 A Product of doForms Inc Table of Contents K npct A 7 Contact SUPPOM 7 Video Tutorials zu sh sicedavescessstsscesdcesansesscs sdendananndn Eege Age EENS 7 E UE E H sli TII 8 Mobil Data Collection App eere rr eter i deter teer spectas devi tu reden Pe ven 8 doForms Website eet Etsi de EE eee 9 doFotrms DISDatCli E 9 Sleigh EE 10 ThiS GUId 5 0 eects EE aai 11 Accessing the doForms Website 1011 erii erae pu orn pino riae hu ona ne RR IRAE ee RR AER ENER ENEE RR oido 12 REQUIEM GENUS TIRE DD T eege Zeene deg deene 12 COFORMS Wepsite UR ie 12 MeDsite PriVilSges coo Ne EE MINE 12 Request Website Access ecce tete it e reed Ir PARE SEO d a EE EE uH Nera Ea EES 13 SIT 14 umet N 14 Website HO o vo va peo aea Ea g ao eva Fu ae sega peus os snssososkupe usi n pea aee eap een ean Vva ses yup ees evan vo es ossa cases evsvocoesuvsenes d D Header Tab p D 15 Understanding Forms Projects amp Mobile Units eesessssseeeeeeesener eene nennen nnne 16 Deploying Forms to Mobile Units
40. EAE aN a E Ea Eea 87 General Report Settings PDF amp Excel Beportsl 87 Creating a Custom Report Template 87 fdata name WARS is ehe rete rere E NH Ead IH reU E 88 Creating a Template UE 89 Multiple Proiects dForms 90 Uploading the Template E 91 Creating BDO E 92 Creating Excel Output eisai oc 93 Emailing Reports from the Mobile App Paid Account Only 95 Projects 21 eren oo aono oo aaa oo op ao ka NASSI a goa oa YR YF Os OE ERR ERR SER EFIE SYRSS ASSESS RASNE I2 se XR FEES SEEN asas cosa EIE SENS daa ce 96 AVOUT asics sss nests 96 Maiti ge 96 SO ANGI sanz 97 COMMA ET 97 le 97 DART CEEEE 99 E mee 99 Mobile Number and PIN TT 100 Website Setup WIZard TE 100 el M N 100 COLUMNS c tenes 100 ee RC ER 101 Table of Contents 15 i e T ee E DEE AE E ee dee EE ee 102 Ve de AE DEE 102 Adding AR DE 102 Changing User Information roseo tenerte eege EE egene 103 VIEW ROSTI CUO e 103 SOO GA m 103 hon
41. FCscanning Signatures Sketches Pictures Video recording Audio notes GPS locations Approvals Email reports These data entry widgets can be displayed individually or formatted using the following containers Page Table Grid Questionnaire Repeatable Section Mobile Data Collection App doForms mobile data collection software works with a wide selection of popular iOS and Android smartphones and tablets Unlike all browser based forms our mobile data collection software or mobile forms app enables your workers to operate in both connected and disconnected environments This is critical for workers in rural areas or urban settings with cellular dead spots Imagine using your mobile data collection software to instantly take a picture then sketch on top of it to illustrate something of interest or to scan the barcodes of materials being delivered to a job site Imagine recording audio notes and video clips and embedding them right in your electronic mobile data 8 Notice collection forms or using the GPS to precisely record a location Think about the increased speed and accuracy of reporting doForms provides a flexible fast and easy solution to deploying mobile data collection forms to your workers anywhere in the world And the mobile forms on your workers smartphone and tablet devices are automatically synchronized and remotely kept up to date Control who gets which mobile da
42. GPS error Build Forms 53 Read only text numeric date choose one select multiple location media draw barcode NFC Determines whether or not this field can be edited This is used in combination with a Default Value Repeat transition text repeatable section Transition text that will be displayed at the end of each repeatable section loop to instruct the mobile user what to do next 300 characters maximum Required text numeric date choose one select multiple location media draw barcode NFC Determines whether or not this field must be filled in before continuing to the next question On the mobile device a form with an empty required field may be saved as incomplete but not as complete and hence cannot be sent to your website D Sort lookup list alpha numerically lookup Check this if you want to sort your lookup field alpha numerically Numbers are sorted first followed by letters If you wish to avoid sorting results like 1 2 3 i 8 9 then pad number values with leading zeros 01 02 03 08 09 10 11 Status text action button Used with the Send Status action to specify the text string that will be sent to the Dispatch tab as a status message Note that an internet connection is required for sending a status message Underlying value score Specifies the numeric score value that will be assigned to the answer name as presented to the user property So for example the answer
43. Product 17 2 Product 18 1 Praduct 19 1 Product 2 1 Product 20 1 1 Product 21 i Product 22 Product 23 Product 24 d Product 25 Product 26 Product 3 al Product 4 d Product 5 4 Product 6 Product 7 if Product 8 1 Product 9 1 Facings Example 2 Checklist Using Grids Paid Accounts Only A grid is a container for label text lookup numeric and image question types A fixed number of columns must be specified in the properties area Grids are similar to Tables except that in a Table the contents of each row are repeated the columns differ Whereas the contents of cells in a grid can be completely random To set up the grid in your form simply drag and drop the Grid container widget into the desired location in the question canvas as illustrated below Then drag and drop label text lookup numeric and image questions into the Grid Each of these questions will be a cell in the Grid Questions placed inside the container are placed in the grid in a zig zag pattern with each new line starting after the specified number of columns as illustrated below The Grid containers have several special properties Number columns Specifies the number of columns in the Grid This value will determine how many questions are placed in a row before a new row is started For example in the illustration below there Bu
44. Your doForms website account provides a specialized Dispatch tab where dispatch forms and work order forms can be filled out managed scheduled and sent to your mobile workers The data sent back from your workers is also viewed in this tab as well as the status of their assigned job And your workers past and present locations are shown on a map in this tab Dispatch data can also be sent from your existing dispatch and work order system and forwarded via our Data Exchange Server to your doForms equipped mobile devices Similarly the competed forms can be sent from the mobile devices and forwarded to your existing dispatch and work order system Our Data Exchange Server makes this integration simple and quick Finally Dispatch accounts provide the ability for mobile users to Retrieve previously sent data from the website work on it then send it back to the website Imagine a situation where you have one mobile worker who fills out a form and a different mobile worker who needs to approve the job record Or imagine a field medicine scenario where different specialists need to add information to a patient record Security for Paid Accounts The security of the doForms system is based on i data transmission encryption and ii Google s App Engine IT infrastructure security Data transmission between your mobile devices and the doForms website is encrypted using Secure Socket Layers SSL3 This protects your data while traveling over the
45. a project by project and form by form basis This means that you can set different templates and output type for different forms It also means that you can set different templates and output type for the same form but in different projects 84 Reports To access the Report Settings 1 Goto the View Data or Dispatch tab Select a project and form Click on the Options menu Select Report Settings The following page will appear After making any desired changes click Save 2 3 4 5 6 Report Settings When emailing report from mobile app Send in PDF format C Send in Excel format When creating PDF file use Standard Report Template C Custom Report Template When creating Excel file use Custom Report Template Custom Report Template Settings m Select a Custom Report Template rr are listed then go to Build Forms gt Recourses gt Manage Report Templates to Standard Report Template Settings Use font System Default T 2 column format M Hide empty fields M Shade headings I Display data names V Display hints Tl Display record name I Display date created T Display mobile unit Display logo setup in Account tab IV Display page numbers M Show GPS coordinates on map if any Auto scale Enter scale 0 20 T Page widget starts a new page Each loop in a repeatable section starts a new page General Settings Always populate defaults Populate the default values regardless
46. ages in Form View swipe the screen horizontally or tap on the page bar at the bottom of the Form View screen Required Surfaces to be painted Floor Ceiling Door Living Room Dining Room Kitchen Bathroom 1 Bathroom 2 Bedroom 1 Bedroom 2 Bedroom 3 Bedroom 4 RE MEL Score Card Test 2 Swipe the screen vertically to navigate the page then tap on a question Or swipe page horizontally to navigate between pages Build Forms 59 Using Repeatable Sections Paid Account Only A repeatable section is a container for one or more of any doForms questions widgets A repeatable section loops through the questions it contains A maximum number of loops can be specified in the properties area default is 10 In the doForms mobile app users will be prompted before each loop if they wish to continue Therefore the actual number of loops performed will be controlled by the mobile user Note that repeatable sections can be nested within one another Nested repeatable sections provide a very efficient way to enter long lists of information for example an inventory of part numbers inner loop located on a particular shelving unit in a warehouse which contains multiple shelving units outer loop To create a repeatable section drag and drop the Repeatable Section question widget on the Form Canvas Next drag and drop the desired question widgets into the repeatable section Be sure to specify the Max Repeats prope
47. allows easy exporting of mobile forms information to other business applications such as Microsoft Excel Open Office and Google Docs Export options are also provided for CSV HTML and PDF file formats Additionally doForms also provides for direct integration of your mobile forms with CRM database and GIS systems such as Salesforce com Oracle SAP and ArcGIS through the use of industry standard SOAP web services These web services can be set up and deployed in a matter of minutes with no software programmers involved For paid accounts your doForms website and mobile app can be branded using your company name and graphics doForms Dispatch doForms Dispatch provides powerful dispatch forms and work order forms functionality These special purpose forms contain important information to tell mobile workers where to go dispatch and what to do when they get there work order As your mobile workers complete their assigned tasks doForms let them fill out data fields in the form take pictures capture GPS locations and collect signatures The completed data records are then sent back to you In addition to sending and receiving forms from your workers doForms Dispatch also tracks their current and past GPS locations and these locations are plotted on an interactive map in the Dispatch Overview 9 tab You can select which workers to view as well as the time interval The map also shows the locations where forms were filled out
48. any form may be listed under multiple projects See Understanding Forms Projects and Mobile Units To view data first Select a Project from the drop down list Next Select a Form Next enter a Date Range These will narrow down the volume of data that will be displayed Finally click the View button The data corresponding to the selection will be displayed You can control how many data rows are displayed on a page using the controls at the top and bottom right side of the page Deleting Projects and Forms In order to delete all the data corresponding to a form from your account you must 1 delete the form in the Build Forms tab and 2 remove the form from any projects in your account See the Build Forms section for information on deleting forms from your account View Data 19 See the Projects section for information on removing forms from projects in your account Deleting Data Records In order to delete any or all records from your doForms website 1 Select a project form in the View Data tab 2 Select the record that you wish to delete using the checkboxes on the left side of each record or check the box above all the records to select all 3 Click the Delete all selected button File Menu The File menu provides the following functions Save Data As Allows the currently displayed data to be exported onto your local hard drive in Excel CSV HTML Text KML OpenOffice or PDF formats You can also export the
49. ark doforms com Jadkowski Mark 2079516721 Ez Edit mjadkowski att net Jadkowski Mark 2079516721 Read doforms1 gmail com Jadkowski Mark 2079516721 E Manage mjadkowski gmail com Jadkowski Mark 2079516721 1 5 of5 rows per page 50 IMPORTANT The Web Users tab is available to doForms users with Manage and Admin privileges only http www doforms com support how to videos how to manage web users htm Layout The Web Users tab is the place where you manage who can access your doForms website and what privileges they will have The rows represent the website users The columns represent their privileges and attributes Website Setup Wizard When your doForms website starts for the first time the Website Setup Wizard will appear Website setup consists of two parts i telling the website which mobile devices are allowed to connect to it see the Mobile Units section and ii establishing login credentials for any website users other than you If you use the Website Setup Wizard the rows in the Web Users tab will be filled in through this process But you can always change this information or add web users by following the steps below Adding Users When a new user requests access to your doForms website see the Accessing the doForms Website section their request will be displayed as a row marked as Pending This request must be accepted by an existing web user with Manage and Admin privileges 102 Web Users Accept
50. as as illustrated below Then drag and drop up to score choose one or select multiple questions into the Questionnaire You can use the Equally Spaced Columns property to make columns an equal width as shown above Otherwise the column width will be controlled by the length of the caption text of the question answers i e the The answer name as presented to the user property of each answer option A very useful trick when creating a Questionnaire is after adding the first question use the Duplicate button to create the other questions This saves you from having to redo all the answers which have to be exactly the same You only need to change the Caption property of each question This technique will save time and reduce errors 66 Build Forms Hotel score card Do you like the hotel Do you like the room Do you like the meals Score Card Test2 Published Page Label Text Wer DateTime Choose One SebdMutpe Location Sketch Signature Adon image Audo Video Barcode Repeatabe Tabe EmaiReport Approval Cakcuton Lookup Properties ANDROID ONLY TABLET ONLY Note that this widget will be rendered similarly to a repeatable section on non tablet Ul devices Questionnaire Label The section label as presented to the user one or two words Hotel score card Data Name The data name of this table Hotel score card IV Equally Space Columns Use this option to make columns and equal width therwise the colum
51. asement Then you might use the compound relevance logic below to specify that the Percent Basement question will only be displayed if Basement and Crawlspace are checked above Relevance v Show this question or group when the following condition is tue Relevance contitions x The answerto the jon Under_Structure D Was equal E to the followi Basement D x AND The answer to the jon Under Structure D equal z to Crawlspace hd Add Condition Applying compound logic can be a little bit tricky Logical operators are evaluated from left to right and in the following order Evaluate all less than and greater than next Evaluate all equals to next Evaluate all logical AND next Evaluate all logical OR next IO NSP Build Forms 57 Below are a few examples which illustrate how certain compound conditions will be interpreted in the doForms mobile app Compound Condition Result Under Structure is equal Basement AND Under Structure is equal Crawlspace If Under Structure Basement only gt Percent Basement is not displayed If Under Structure Basement amp Crawlspace gt Percent Basement is displayed If Under Structure Basement amp Crawlspace amp Slab gt Percent Basement is displayed If Under Structure Basement amp Crawlspace amp Slab amp Hillside gt Percent Basement is displayed If Under Structure Basement amp Slab
52. at of the tag Similarly if you wanted to use the same Excel Report Template for generating the same report for both the Car form and the House form then you would need to use the long form of the tags Common Field Restrictions e All values inside the tag are case sensitive and cannot contain any special characters including gt lt e Common field fields are restricted to text numeric integer lookup and barcode question types e Common fields must be unique So in the example above no two customers can have the same Customer ID e No single form can contain more than one data record that has the same value of the common field So in the example above the Car form and the House form can NOT contain more than one record each with the same value for the Customer ID field 90 Reports e If any of the restrictions above are violated an error will occur in the report that is generated Uploading the Template After the Excel Report Template has been created on your PC see the View Data tab section follow these steps up upload it to your doforms website Go to the Build Forms tab of your website Click on the Resources menu Select Manage Excel Templates Click Add PWN PR Add Excel Template Title Contunt duin Upload Excel file Excel 97 2003 Template files only Description Save Cancel 5 Click Upload Excel File 6 A File Upload dialog will open Browse the files the
53. ated Display the system generated date created Display mobile unit Display the mobile number of the device that submitted this form Display Logo Display a custom logo if one has been uploaded to your doForms website see Admin tab section Paid Account Only Display page numbers Include page numbers at the footer of the PDF Display GPS coordinates on map Display GPS coordinates if any on a location map which will be appended to the report Use the Auto scale option to let doForms select the best map scale that fits all the GPS points Use the Enter scale option to manually specify a scale O is lowest detail 20 is highest detail Highest detail maps may not be available for all locations Page widget starts a new page Creates a page break in the PDF report wherever a Page widget is inserted into a form Each loop in a Repeatable Section starts a new page Creates a page break at the beginning 86 Reports Custom Report Template Settings Select an Custom Report Template Specifies the template file that will be used as the Custom Report Template see the Creating a Custom Report Template section below General Report Settings PDF amp Excel Reports Always populate defaults Checking this option causes default values to be displayed in reports Resize images Allows you to specify a reduced image size as a percentage of the original 10096 6696 5096 3396 and 2596 This option allow
54. aunch another app 6 send customized dispatch status flag or 7 save and send the form Action button text action button Allows you specify the text that will be displayed in a standard button format If you use an image instead of the standard button format the image will need to contain any desired text Allow image to be selected image Allows a previously taken image to be selected and included in the form Build Forms 49 Android app name action button Used when the Action property is set to Launch Program to specify the name of the Android app that will be launched when the action button is pressed For Android devices the app name must be spelled exactly as listed in the device Settings gt Manage Applications page Append comment field questionnaire Check if you wish to append a special text comment field as the last column in a Questionnaire container Automatically return to form view at the end of page page If selected this option will automatically return doForms to Form View when the user completes the last question on the page in Question View This option is handy for letting users review their work after completing the page Auto stamp location date time Use this property for automatically inserting GPS or data time stamps inside a form For example you can insert Date Time auto stamps at the beginning and end of a form to calculate how long it takes to complete the form When using
55. ble EmeilRepot Appoval Csloulstion Lcoup 5 soveanasena EHE 64 Build Forms In the example below the form is completed with the following values Cleanliness Clean 5 Orderliness Just ok 3 Temperature Too cold 3 Humidity Too wet 3 The calculated score values will be displayed at the end of the form and will also be included in the View Data tab results Scores Category Poss Score Appearance 10 8 Climate 10 6 Total 20 14 Save and Exit Form EUN Build Forms 65 Using Questionnaires Paid Account Only http www doforms com support how to videos how to questionnaire htm A Questionnaire is a table format container for score choose one or select multiple question types You can use this container to display the questions in a tabular format as illustrated below when in Page View The question captions are listed in the first column of the table The answer values comprise the column headings Required Hotel score card Great Do you like the hotel Do you like the room Do you like the meals Do you like the pool Do you like the spa Do you like the lobby CECR tees Score Card Test 2 Swipe the screen vertically to navigate the page then tap on a question Or swipe page horizontally to navigate between pages To set up the Questionnaire in your form simply drag and drop the Questionnaire widget into the desired location in the question canv
56. ble to drag it into the container A full list of available format containers is provided below All question widgets and containers have properties which are simply widget specific settings that allow you to customize the way they look and the way they work A full list of available properties is provided below In addition to questions and containers that you add to your form each form is automatically stamped with metadata containing date time and device ID whenever the form data is saved on the mobile device It is also stamped with the date time when it is received by the website or edited on the website Question Widget Types Action Button paid accounts only tablet UI only The Action Button widget allows you to make your forms more app like You can use a standard button format or upload your own customized button images Action buttons can be used to jump to questions or pages so you can build your own form app menus Action buttons can also be used to open web pages play videos launch other apps or send customized dispatch status flags Approval paid accounts only A special question type that can be inserted into one or more places within a form These approvals are not displayed in the doForms mobile app but they are displayed in the View Data tab The approval status can then be changed by the responsible Web User and the data record is stamped with that specific Web User s login ID This stamp cannot be ed
57. bscribed to by all mobile units see Deploying Forms section below for more information Opening a Form To open an existing form go to the File menu and select Open Next select the desired form from the list and click Open otherwise click Cancel To open a form from the Forms Library go to the File menu and click Open The open dialog will be displayed At the bottom of this dialog click on Select a form from the doForms Public Library See the Public Forms Library section below for more information Saving a Form Always be sure to save changes to your form before navigating away from the Forms Tab To Save a Draft form under the same name go to the File menu and select Save To Save a Draft form under a different name go to the File menu and select Save Form As Draft To Publish a Draft form go to the File menu and select Save Form As Published When published the form will automatically be added to the Main Project and will be available to all mobile devices that subscribe to this project IMPORTANT Once a form has been published under a certain name say Timesheet then that name cannot be used again in your doForms account even after Timesheet has been deleted This restriction is in place to prevent confusion about which data came from which version of a form Therefore when publishing an update to a form you will need to use a different name we recommend appending a letter or number to the form name e g T
58. ccesssececsessececeessececeesaececeessececsesueceesesaeeecessaeeeeseaaes 25 Dispatch Dispatch accounts only 2 22 5555 63 o toon nop otro n nauta ENEE ea pane nya baa EE eoo aa na anao ENEE ia pons unda na 27 Selecting Projects and Forme 27 Viewing and Deleting Dispatch Records snnssssesssensrsssssserenrrsrssesrrenrnssssesereennssssenerennnssssreernennssssennt 28 Creating a New Dispatch Record ucc re e xe orte eee eege eege 28 yere 29 GA M 29 OPTIONS MENU NP UE QU I UI TIME 29 Data D 30 MAUI p E 30 Sorting and WOLTER EC 30 ROW MONU 30 BUIK DiS Date Mee E Et MIDI LM c 31 Workflow Approvals editos dda reise soc ttc i aiie ead e d oaia axe ENESE AEE 32 Tracking Maps eb mites E ehe MEE eie 32 bye pope 33 ele Mee 33 Build Form M 34 LAV OU Cs 2s aa 34 Creating a ROTI PLI SUL LITE 34 Openinga e EE 35 SAVING a gel 35 Op n Ee Ee EE ER lafe el s Et 36 Table of Contents 13 4 Deleting ai FORM idet oes e petiisse uentos da etae rae dete deua en dea dee 36 eleven 37 Resources MENU e
59. contitions The answerto the jon Media Image Was equal X to the followi no media E Add Condition I Another useful tactic is to use the not equal operator with a blank answer value The example below would cause the relevance logic to trigger if any one of the answers to the select multiple question is checked The alternative for achieving this result would be to use the equal operator in multiple compound logic statements see next section Relevance conditions The answer to the question select multiple question S Was not equal i to the following Add Condition Remove All Conditions You may also use compound relevance logic to evaluate two or more relevance conditions using AND OR logical operators see section below IMPORTANT Relevance logic is automatically cleared whenever the properties of any of the questions involved are altered For this reason we recommend adding relevance logic last and always checking it prior to saving a form as Published 56 Build Forms Compound Logic Both the Skip Logic and Relevance Logic features provide the ability to use multiple logical conditions As an example supposed you have building inspection form with the following Select Multiple question Under Structure Furthermore in a situation where both Basement and Crawlspace are selected you would like Numeric Question to be displayed where you can enter the percent that is basement Percent B
60. data into your online Google Docs account Once it is exported into your Google Docs account you can perform a variety of spreadsheet analysis and reporting functions on the data as well as share it with other Google Docs users When selecting the Google Docs option you will be prompted for your Google Docs username and password and you will also be asked to grant permission for doForms to connect with your Google Docs account Print Prints the currently displayed data Be sure to select Landscape layout in your browser print preferences If you need additional formatting for your printouts try one of the Save as options to get the data into another program like Google Docs or Excel then do the additional formatting in that program Import Data The Import Data function allows you to import data from an external table into the Dispatch tab External files can be CSV or Excel 97 2003 format only and first row of the file must contain field names for each column no spaces or special characters The corresponding data types number text date etc must match the data types in the View Data tab exactly The Import Data function will allow you the option of mapping fields in the event that the column names in the file and the data names in the View Data tab do not match Note that the maximum file size that can be imported is 5MB If your file is larger please break it up into smaller files and import them one at a time IMPORTANT
61. duct Snack Ethnic Facings Example 2 The Table container has several special properties Number rows Specifies the number of rows in the table Use checklist Use this option if the first question in the Table is a Lookup and you wish to display all the rows in a checklist format Be sure the Number Rows value above equals or exceeds the number of rows in the Lookup table See the following illustration of how the table above is rendered when the Use checklist option is selected Hide rows This option is used in conjunction with the Use Checklist option Use this option to hide rows that contain a specified alpha numeric value When checked an entry box will be displayed where you can enter an alpha numeric hide flag or leave blank if you want a blank null value to be the hide flag Column spacing Specifies if columns will be evenly spaced if checked or variable width if unchecked The width of variable width columns will be determined by the length of their Caption Text property 76 Build Forms When rendered on the tablet mobile device in Form View the checklist table will look like this d OFORMS Store Facings Table Required Product Snack Ethnic Product 1 Product 10 1 Product 11 d 1 Product 12 D 3 Product 13 d 1 Product 14 4 Product 15 1 Product 16 1
62. e app by using the Display time values as hh mm property Note however that the actual values will be saved as decimal hours Using Scores Paid Account Only The score widget allows you to perform calculate scores based on numeric underlying values for a special type of choose one question Questions are grouped into categories The score widget calculates and displays score possible total score actual total and percent actual of total for each category and for all categories In the example below there are four score questions in the form The cleanliness and orderliness question are assigned to the appearance category The temperature and humidity questions are assigned to the climate category The numeric values for each answer choice are used in the score calculations 2 Default Value Cleanliness The value of tnis field as presented at fret T ReadOnly Whether tris field can be edited bj tne end user or not T Required Whether tnis Sei must be filled in before continuing Orderliness The ansver name as presented to the user Underlying Value 5 Add Answer Answer Temperature The ansver name as presented to the fira Underlying Value 3 Humidity Add Answer Answer The ansver name as presented to the user Dity Underying Value Page Label Tet Numeric DateTime Choose One Select Multiple Location Sketch Signstre d Image Audio Video Bamde RepestableSedion Ta
63. e completed data records are then sent back to you In addition to sending and receiving forms from your workers doForms Dispatch also tracks their current and past GPS locations and these locations are plotted on an interactive Tracking Map You can select which workers to view as well as the time interval The map also shows the locations where forms were filled out http www doforms com support how to videos how to use dispatch htm Selecting Projects and Forms Date Range Project Form Mark DI mi Simple Work Order Dispatch 7 DI mb Last 6 months DI eh VIEW To view data first Select a Project from the drop down list Next Select a Form Next enter a Date Range These will narrow down the volume of data that will be displayed Finally click the View button Dispatch 27 Viewing and Deleting Dispatch Records Viewing and deleting dispatch records works the same way as viewing and deleting data records in the View Data tab See View Data section for more information Creating a New Dispatch Record Record Mame Osia Created Manus Ve Warte Mea rame Customer When A n Prone rL ar mak 12000012 0 0077 Ke Eh E Cate aro ar yoo d goo ue bes d 2009482213 s r z arma Spencer Meyer 67 Wart E 3o no qo wiet 208002340082 Completed 2 Lane TIN Var Sreet Qr Cam Pemer GEO NN Completed 207028224 en Care erer George May 100 Elm E anum A0 G Avenue Sreet Eg ep Zeg 2080012 201 Companies eres ve
64. e data names of the corresponding repeats or table rows will be price 1 price 2 price 3 etc In nested repeatable sections the format will be data_name Note that the value data is reserved by the system and cannot be used as a data name in your forms Data source lookup Selects the lookup table to be used In the example below we are using the Customer List lookup table Decimal place calculation Number of decimal places displayed for the value of a calculation Default value text numeric date choose one select multiple location barcode The value of the field first presented to the user when they see the question Unless the question is marked as Read Only the mobile user will be able to change the value This is very useful where the answer to a question is likely to repeat itself over and over Setting a default value minimizes the work for mobile users Note that repeating values can also be set on the mobile app using the Remember Answer option Destination fields lookup Provides a mapping of any additional lookup table fields that will be used to populate other question fields in your form In the example below we are going to use the Name Last field in the lookup table to populate the Last Name field in the form Name First field in the lookup table to populate the First Name field in the form Address field in the lookup table to populate the Address field in the form Des
65. e form as Published those mobile devices will automatically receive the updated form IMPORTANT Once a form has been Published please be sure to notify your mobile users that they must Update Forms and Notices in their doForms mobile app Otherwise they will receive the Published form until the next time they exit and restart the doForms mobile app when the update happened automatically Home 17 Viewing Data See View Data section Sending Dispatches and Work Orders See Dispatch section Important Notices Important notices are messages that are posted by your organization s doForms Administrator or by the doForms System These are managed in the Account tab Getting Started Provides a link to the Website Introduction Videos Custom Branding Paid Accounts Only The branding for your doForms website and mobile app can be changed to reflect your organization s identity This includes replacing the doForms logo graphic with your own These branding options are managed in the Account tab 18 Home View Data Account demo User demo doforms com Sign out Help dOFORMS Merchandising Dispatch Build Forms Projects Mobile Units Web Users Account Add Ons Support Community Project Form Date Range Mark v mi simple Work Order Dispatch 7 7 map Au zl gt view V Auto refresh display File Options Data View Help Record_Name Date_Created Status Customer When Address Phone Job_Description Tools Time_of_Arrival Job
66. e that there is no camera or barcode driver When designing your form consider providing alternate input methods for these cases by using relevance logic For example if the value returned is no gps then use relevance logic to trigger a text question that asks the user to enter an address or description of the location 48 Build Forms Container Types Page Break Inserts a page break These page breaks affect the Form View on tablet devices only Within a page you can navigate Form View by swiping the screen vertically Pages can contain any question widget or container To navigate between pages in Form View tap on the page bar at the bottom of the Form View screen Grid paid accounts only A grid is a container for label text lookup numeric and image question types A fixed number of columns must be specified in the properties area Questions placed inside the container are placed in the grid in a zig zag pattern with each new line starting after the specified number of columns See the Using Grids section below for more detailed information Grids are similar to Tables except that in a Table the contents of each row are repeated the columns differ Whereas the contents of cells in a grid can be completely random Questionnaire paid accounts only A Questionnaire is a grid format container for score choose one or select multiple question types but you cannot mix question types in a questionnaire container The
67. each web user can change the setting for a specific project form without affecting other users Bulk Dispatch Schedules all records that have a Pending status to be Sent at a future time see Bulk Dispatch below Schedule All Pending Schedules all records that have a Pending status to be Sent at a future time Dispatch 29 Send All Pending Immediately Sends all records that have a Pending status Status Colors Allows you to change the colors of the various status indicators These setting are per account This means that any changes to these settings for a particular project form affect all website users Report Settings Use to control the format of PDF and Excel reports These setting are per account This means that any changes to these settings for a particular project form affect all website users Data Menu The Data menu provides the following functions for managing data in the View Data tab Add Record Adds a new blank record into the data table in Edit mode Show DataFilter Displays the data filter options See Sorting and Filtering Data below Delete All Selected Deletes all selected checked records View Menu The View menu provides the following functions Tracking Map Toggles from List View to the Tracking Map See Tracking Map View section below List View Toggles from Tracking Map to List View Sorting and Filtering Data Sorting and filtering dispatch records w
68. ecords in the View Data tab are unlocked by the Retrieve Function Locked records will be automatically unlocked after the specified time so that other mobile users can retrieve them Note that locked records are also unlocked whenever a mobile user sends the retrieved record back to the website Time Zone Settings paid accounts only Use this to set the time zone for your doForms website All time data will be displayed in the designated time zone to all users of the website Use the Daylight Savings Time option to further control the time zone Be sure to click the Save button after making a change Note that these settings only affect the display and reporting of Date Time information The underlying data is always stored in UTC GMT Manage Your Mobiles Change Mobile App Branding paid accounts only Use this to replace the word doForms with your own company name in the smartphone Ul Use this to replace the doForms logo used in the mobile app tablet UI with one of your choosing The logo image must be in JPG PNG or GIF format Size should be 320 px wide x 72 px tall Use a transparent background or set the background color to Dark Blue 1B79F1 RGB 27 121 241 Other colors used throughout the website are Light Blue 22BOF1 RGB 34 176 241 and Light Green 36AA36 RGB 54 170 54 Be sure to click the Save button after making a change Main Menu Configuration paid accounts only Provides option that controls wheth
69. een Signatures are saved as raster images JPEG Note that signature questions will be ignored on non touch screen devices however each submitted form is stamped with the Mobile Device number system field Depending on your specific need this stamp may serve as digital signature Sketch Allows the collection of touch screen drawing input Sketches are saved as raster images JPEG Note that sketch questions will be ignored on non touch screen devices Text Allows the entry of alpha numeric information into a text entry box The box will expand in size as more text is entered Text boxes are the most generic data entry format On most mobile devices doForms will display a keyboard for entering text Video paid accounts only Allows the collection of video w audio input in the form Note that video clips have a 5 second limit The format of video files will depend on the mobile device IMPORTANT Note that if a mobile device s hardware does not support a question type then the question will be automatically skipped by the doForm mobile app For example if the device does not have GPS or the GPS is not enabled all Location questions will be automatically skipped In these cases the value no gps will be coded as the answer to the questions Other possibilities include no media in the case that a camera or microphone are not present no draw in the case that there is no touch screen drawing surface and no barcode in the cas
70. egrees 44 7483 ongitude degrees D8 SA At meters 0 0 meters Longitu ititude Accuracy meters 40 0 meters Satisfaction Satisfied aerer ere Time of Departure 02 06 2012 11 45 04 GMT 05 Map data 2012 Google Reports vs Exports This chapter describes how to create and distribute reports generated from the form data submitted to your website But first it s important to distinguish between reports and exports Exports are a simple conversion of some or all data records for a particular form to another file format Data are exported to your desktop computer or to a cloud account such as Google Docs Drive Exports are always in a spreadsheet like format with the exception of KML which is a mapping format Exports are done from the File menu in either the View Data or Dispatch tabs Reports which are described in this chapter are highly formatted Excel or PDF files which can include embedded images signatures and maps Reports generally involve one completed form data record i e one filled out form but can also be used to aggregate data from several different but related forms Reports can be generated from the Row or Data menus in either the View Data or Dispatch tabs Reports can also be emailed from a mobile device by including an Email Report widget in your forms when you construct them in the Build Forms tab Reports 83 Standard Report Template vs Custom Report Template Reports can be generated us
71. en the editing process has ended File Options Data View Help Record Name Date Status Customer When Address Phone reated r 1 O Carla Palmer 28 02 08 20 Locked aria Palmer 02 08 2012 19 00 00 28 Dudley Street 2071212222 z Dudley Street dA UTC Individual data records can be manually unlocked on the website by 1 Selecting the desired records in the View Data tab 2 Click the Data menu 3 Select Unlock The website also provides an automatic unlock function for any records that have been locked over specified period of time The default is 24 hours but this can be changed in the Account tab by clicking the Change Unlock Timeout option as shown below Manage Your Website Web Services Company Notices Savings Calculations Website Setup Wizard Change Website Branding Change Unlock Timeout Time Zone Settings Finally the Retrieve function on mobile devices can be enabled or disabled centrally in the Main Menu Configuration option in Account tab Disabling hides the Retrieve button in the doForms mobile app so the function cannot be used Manage Your Mobiles Change Mobile App Branding Main Menu Configuration Device Settings 26 View Data Dispatch Dispatch accounts only Account demo User demo doforms com Sign out Help d Merchandising View Data Build Forms Projects Mobile Units Web Users Account Add Ons Support Community Project Form Date Range Mark mi Simple Work Order Dispatch 7 ms Au zl
72. end user or not r Whether this field must be filed in before continuing 7 Hide feldin website Job Description aled description of work t formed 7 Hide feld in mobile app Android amp iOS ONLY Lei Validates character length of user input T Enable x Layout The Build Forms tab consists of two sections that work together as an easy to use but very sophisticated form creation tool In addition to building a form from scratch you use our Forms Library Forms from the Library can be used directly or as a starting point for customization Form Canvas The left hand side of the page provides a form canvas that illustrates the form The selected question is highlighted in green Properties The properties area on the right hand side of the page allows you to customize the selected question Note that the available properties vary with the question type see below Creating a Form When you start the form builder a blank canvas will be displayed with an untitled form You may also use the File menu to select a form from the Forms Library which you can use as a starting point for further customization see below Note that all forms have two possible states Draft This indicates that the form is a work in progress and not available to any mobile units Published This indicates that a form is complete Published forms are automatically added to the 34 Build Forms Main Project which is automatically su
73. er the Dispatch and or Retrieve menu buttons are displayed in the app Main Menu You can use this to simplify this menu for all your mobile users if one or both of these functions are not used Be sure to click the Save button after making a change Device Settings paid accounts only Provides the ability to control your users doForms mobile app settings remotely See next page for full list of remotely controllable settings Note that each section provides an option to prevent mobile users from changing the corresponding settings on their mobile device Be sure to click the Save button after making a change 106 Account Mobile Device Settings Account gt Manage Your Mobiles gt Device Settings C IV Prevent mobile users from changing Form ist appearance cn zl GG A S Portrait mode Lock crientation of screen in portrait mode Apply transparency to Question View smal size Apply transparency to Question View small size Show Question View in smal size mode Show Question View in small size mode Support T Prevent mobile users from changing Allow remote support log access n Allow remote support log access or not Sent Files Prevent mobile users from changing Show Sent tab Iv Allow Sent tab to display Review Purge schedule Purge after 10 days x Behavior Prevent mobile users from changing Auto app version checking Iv Skip auto update on startup ri Skip auto update on startup Auto save f
74. er to the current question is equal X to the followi l A X Add Condition IMPORTANT Skip logic is automatically cleared whenever the properties of any of the questions involved are altered For this reason we recommend adding skip logic last and always checking it prior to saving a form as Published Adding Relevance Logic You can apply relevance logic to ignore a question based on the answer to any question above it This is done by evaluating the answer to the prior question based on a condition and ignoring the current question if that condition is not met In the example below the relevance condition can be interpreted as if the answer to the media image capture question above was no media then display the current sketch question Otherwise the current sketch question would be ignored Build Forms 55 The example below also illustrates how relevance logic can be used to make robust forms that contain alternative questions when a certain type of hardware input is not available In this example if the mobile device does not possess a camera the previous image capture question would have been skipped over automatically and the value no media assigned to that image capture question would have been used to trigger the current sketch question as an alternative Skip Skip from this question when the following condition is tue Relevance Show this question or group when the following condition is true Relevance
75. eyer 67 36 56 George May 100 Elm LG Warf Lane GMT 05 Avenue 2 Brenda Bower 02 20 2012 e 178 Center 15 13 27 Brenda Bower 78 Center E Street GMT 05 St reet 3 oO George May 02 20 2012 100 Elm 15 09 17 Avenue GMT 05 4 E TedJones 10 02 08 2012 Main Street 14 00 50 GMT 05 5 Carla Palmer 02 08 2012 28 Dudley 13 39 36 Street GMT 05 6 m BobSmith 02 08 2012 149 Main 10 26 11 Street GMT 05 6 of 6 Rows per page 20 C J Delete all selected When specified record names are also used as file name values when creating PDF or Excel reports If you plan on using record names for reports then be sure that each record name is unique so that you do not over write an existing file If you are unsure then add a date time field to your record name to ensure uniqueness Build Forms 37 By default the record name consists of Form Name Date Time when the record was created To customize the Record name While the form is open in the Build Forms tab click on the Options menu and select Record Names Next move the fields which you wish to use in the Record Name from left to right Click Save when done The Record Names dialog will close Note that when you are done editing your form you will also need to publish the form using the File Save as Published command for the record names to be applied in other words there are two saves that need to be done If your form has previously been saved as Published you may
76. f you know it Or select keywords to describe what you are looking for The more keywords you select the more restrictive your search will be You may also select a language to narrow your search Click Search when done A new dialog box will be displayed listing any public forms that meet your search criteria Select a form from the list and press Open otherwise press Cancel Search Public Form Please enter the form name if you know it Or select keywords to describe what you are looking for The more keywords you select the more restrictive your search will be You may also select a language to narrow your search Form Name Language sl Search D Accounting D insurance Reading 4 V Administration I inventory T RealEstate AgnicuRture Keyboarc Research cnemicais Keywords Ren computer LawEntorcement I sates amp Marketing I Construction I Mainboard V Senice industry Eaucation I managemen snpong Emergency wanutacturing T Social Sensoes V Engineering wapping F sports V Entertainment I wedical V surveys non engineering Emaronmental mieage Tetecommunications Finance wutar Ticketing Fire Fighting waning Time Management F rune I Mouse Transportation Forestry T nco F Tras i Seach Cancel Build Forms 81 Contributing a Public Form You may also contribute a form to the Public Forms Library To do this open the Published
77. file which you wish to use as the lookup table select it and click Open 4 Type in a Description for this lookup table optional 40 Build Forms Lookup file POC 1000B csv Updste Delete Append another file to this table Description Save Table Cancel 5 To append a file click Append another file and repeat the steps above Appended files must contain exactly the same column names and data types 6 Click Save Table when done TIP When you upload a lookup table this table becomes available for use with any form in your account Soa single lookup table can be used by any number of forms and in different ways For instructions for setting up a form to use the lookup table please refer to the Using Lookup Tables section below IMPORTANT External files can be CSV or Excel 97 2003 format only The first row of the file must contain field names for each column no spaces or special characters Each file must be less than 4 MB in size see below how to append multiple files to overcome this limitation Also external files that are uploaded into a lookup table must be less than 4 MB However you can append multiple files to overcome this limit Each file must contain exactly the same number of columns and column names Adding a New Lookup Table from an Internal doForms Data Table A lookup table can also be generated from an internal doForms data table in the View Data tab In other words data collected by doForms in o
78. follows project Project_Name form Form_Name common field Data_Name field Data_Name Where e Project Name is the name of the project that contains the data e Form Name is the name of the form that contains the data e Data Nameis as previously described e Common field is the Data Name value of the common field So for example assume that have two forms in a project named Insurance for which want to aggregate the data from two different forms The first form is named Car which contains data about a customer s car The second form is named House which contains data about a customer s house Both forms contain the common field called Customer ID which is a unique numeric number to identify each customer If we wish to create tags in the aggregate report to display the customer s car make and house contsruction we would use Car project Insurance form common field Customer_ID field car_make project Insurance form House common field Customer_ID field house_construction Note that you only need to use the long format of the tag above if data is being read from a form that is different from the form that the report is being generated for So for example if we were generating reports for the House form we could simply use the tag house_construction But if we want to include data from the Car form in the report for the House form then we would need to use the long form
79. form that you wish to contribute in the Build Forms tab Next from the File menu select Make Form Public A new dialog box will be displayed where you will be asked to enter descriptive information and select keywords that will help other users find the form When done click Save otherwise click Cancel Note that all forms submitted for inclusion in the Public Forms Library must first be reviewed and approved by the doForms editorial staff They will reject your form if it contains content they deem inappropriate They may reject your form if they feel it is too narrow in scope or purpose Or they may decide to make some changes to your form Make Form Public Required M eamycare Social Services zl I Home sports I Hosptalty I suneys non engineering inspections reiecorm nications weurance Ticketing inventory Time Management I Keyboard Transportation Keywords C trae LawEntrcemet DO utumes wainboarc warenousing wapping writing Additional Keywords 7 Language English 7 Add Language X Sae Cancel 82 Build Forms Creating Reports Overview Dannata ela e FE O eem ai AE Simple Work Order Dispatch 4 Mobile Number 2078628225 Nickname mark Customer Mark Test 2 Time of Arrival 02 08 2012 11 43 37 GMT 05 Job Notes has your ona Signature Have customer sign to iate fos reenen GPS Autostamp see attached map Latitude d
80. gn as shown below When you login you will see the website homepage The number of tabs and menu items will vary depending on your privileges Header Tabs The header contains a light blue bar with links to the main sections of the website Click those links to navigate to that page The header is always visible regardless of what page you are viewing The main sections from left to right are Merchandising Merchandising Accounts only visible accessible to all users Provides specialized merchandising functionality including the ability to manage retail account and product facings NOTE This functionality is currently in beta and has not yet been released Dispatch Dispatch Accounts only visible accessible to all users Provides the ability to dispatch work and job orders to your mobile workers and track their progress View Data visible accessible to all users Provides access to data submitted by mobile units connected to this doForms website including query sorting viewing mapping and exporting to other business applications Home 15 Build Forms visible accessible to users with Manage or Admin privileges Provides an easy to use graphical tool for creating your own forms Also provides access to the Public Forms Library Projects visible accessible to users with Manage or Admin privileges Organizes your forms into one or more projects Mobile Units visible accessible to users wit
81. gt Percent Basement is not displayed If Under Structure Basement amp Hillside gt Percent Basement is not displayed Compound Condition Result Under Structure is equal Basement AND Under Structure is equal Crawlspace OR Under Structure is equal Slab If Under Structure Basement only gt Percent Basement is not displayed If Under Structure Basement amp Crawlspace gt Percent Basement is displayed If Under Structure Slab gt Percent Basement is displayed If Under Structure Basement amp Slab gt Percent Basement is displayed If Under Structure Basement amp Hillside gt Percent Basement is not displayed If Under Structure Basement amp Slab amp Hillside 2 Percent Basement is displayed Compound Condition Result Tips Under Structure is equal Basement AND Under Structure is equal Crawlspace OR Under Structure is equal Slab OR Under Structure is equal Hillside If Under Structure Basement only gt Percent Basement is not displayed If Under Structure Basement amp Crawlspace gt Percent Basement is displayed If Under Structure Basement amp Slab gt Percent Basement is displayed If Under Structure Basement amp Hillside gt Percent Basement is displayed If Under Structure Slab gt Percent Basement is displayed If Under Structure Hillside gt Percent Basement is displayed If Unde
82. h Manage or Admin privileges Specifies which mobile devices are allowed to connect to this website Also specifies which mobile devices subscribe to which specific projects Web Users visible accessible to users with Manage or Admin privileges Use to manage who can access this website and with what privileges Account visible accessible to Administrators only Provides additional website and mobile device administration functions Provides access to SOAP web services that can be used by other business systems Add ons visible accessible to All users Provides information on add on products Support visible accessible to All users Provides access to the doForms support system Community visible accessible to All users Provides access to the doForms user and support forums Understanding Forms Projects amp Mobile Units Forms Projects Mobile Units le J 8880888888 KIKI KIKI KI KI KI KIKI KI doForms is designed from the ground up to make it easy to manage your mobile workers We do this by providing two tiers of control Forms are organized into Projects Think of the projects in literal terms i e a job folder or in organizational terms e g a job function For example if you are a construction manager you might want to group all the forms pertaining to a certain building in one project Or if you are a medical clinic 16 Home you might want to group all the forms used by your tra
83. hanges 98 Projects Mobile Units Account demo User demo doforms com Sign out Help d PrORMS Merchandising Dispatch View Data Build Forms Projects Web Users Add Ons Support Community 1 20 of 20 emus 50 Action Mobile PIN Nickname Work Group Email optional MobileApp MobileOS Form Update Device Main John Bill Kelly Nori Mark Number Model Project a a u e o 0909228264 1111 loan 21 1 40 1 Galaxy v n r r r mmm 1234 E r r r r 4112223337 1111 Kelly N n r r V r 2072173988 1234 mark mark doforms com 2 3 3 233 02 05 2013 DROIDX r r r r iv 20 58 38 UTC 2077357019 1234 CP iPhone 20 1 60 1 02 26 2013 Vv D r r e 21 04 09 UTC 2078623045 1234 bob mark doforms com 2 6 0 442 00192012 ScHue05 iv n m O iv 21 30 UTC 2078628225 1234 Mark iPad Em 211 EE E r r r 20 50 27 UTC 2079516721 1234 MJ iPhone mark doforms com 04 23 2013 Iv D D r Ie 1509 34 IMPORTANT The Mobile Units tab is available to doForms users with Manage and Admin privileges only Be sure to click Save at the bottom of the page to save any changes http www doforms com support how to videos how to manage devices and projects htm Layout The Mobile Units tab is the place where you manage which mobile units will be connected to your doForms account as well as which projects and their respective forms will be available on which mobile units The rows in the Mobile tab represent each mobile unit The number of rows displayed w
84. hapter Excel Report All Selected Creates Excel Reports for all selected checked records For more information see the Reports chapter View Menu The View menu provides the following functions View Map Toggles from List View to Map View See Map View section below List View Toggles from Map View to List View Viewing Media Files Media files are listed in the Media column When clicked the media file will open in a new browser window IMPORTANT Please make sure that your web browser is set to Allow Pop ups from your doForms website in order to view the media files Sorting and Filtering Data You can sort data alphabetically or numerically by clicking the column headings e g integer question To filter what data is displayed in the list view 1 Click the Data menu and select Show Data Filter Use search boxes range boxes and drop down menus in most columns to define a filter 3 Click Apply to apply the filter The resulting list view will contain just those records that meet the constraints of the filter we refer to this subset of data records as the Current Query 4 Click Clear if you wish to clear the filter and display all records 5 Click Hide to hide the filter m 22 View Data Date Created string question integer question llecimal question date question select multiple question select one question rH From From From All E All bd Clear Hide To v to All Bla
85. ild Forms 77 are three columns The first three questions are placed in the first row The next three questions are placed in the second row etc Column spacing Specifies if columns will be evenly spaced if checked or of varying widths if unchecked In the illustration below the columns are equally spaced The width of varying width columns will be determined by the length of the longest Caption Text property in any of the cells in that column V270DemoFommv2 Published File Options Resources Help A Properties House Inspection ANDROID ONLY TABLET ONLY Noe at og i be revers ear reges section SEDED du Grid label The Oia lapel ae presented to tne user one or tuo words Side of House Comments Picture Use fis ogton 1 make corms an equat visllbne colam wan wil oe Controlled By ne enge GAM canton te or mE Advanced lt Front of House Comments Front Picture rai Right RT Side of House Comments Page Label Tet Numeic DateTime ChooseOne Select Multiple Location Sketch Signature Adion Image Audio Video Bande NFC Calculation Lodup Fadngs Emaii Approve Soe Questionnaire Table Grid Repestsbie 78 Build Forms Emailing PDF and Excel Reports Paid Accounts Only This feature allows you to email the completed form as a PDF or Excel report to one or more recipients in addition to sending it to your doForms website The email is sent automatically when the completed form is sent and
86. ill match the number of mobile units supported by your account Free doForms account supports just one mobile unit so you will see just one row A doForms 20 account supports twenty mobile units so you will see 20 rows A doForms 100 account supports one hundred mobile units so you will see 100 rows etc Your doForms Administrator can add rows for additional mobile units at any time by upgrading your current plan using the Account tab Mobile Units 99 Mobile Number and PIN The first and second columns provide the Mobile Number and PIN Both MUST be entered into the Mobile Units tab in order for those mobile devices to be connected to you doForms website Each time the doForms application is stated on a mobile device it connects to the Internet and checks the information in the Mobile Units tab to see if it is still allowed to connect to your doForms website and if so which projects it needs to synchronize with If it cannot find its Mobile Number and PIN in this list it will not connect to the website So the information entered here must also be provided to the user of the corresponding mobile unit They will be asked to enter this exact same Mobile Number and PIN when setting up doForms on their mobile unit IMPORTANT The mobile numbers and PINs must match those entered into corresponding mobile devices Website Setup Wizard When your doForms website starts for the first time the Website Setup Wizard will appear Website setu
87. imesheet 2 or Timesheet B The only exception to this rule is the File Open Special option described below IMPORTANT Once a form has been published please be sure to notify your mobile users that they must Update Forms and Notices in their doForms mobile app Otherwise they will receive the published form until the next time they exit and restart the doForms mobile app when the update happened automatically Open Special As described above if you use File Open make edits to a form then use Save Form As Published a new name will need to be assigned to the form This is because every version of a form corresponds to a specific data table structure So for example if you add or delete questions or change a Repeatable Section the underlying data table structure changes and hence a new data table needs to be set up in which to store the data However there are instances where very light edits can be made to a form without affecting the data table structure This may be done using the File Open Special option from where light edits may be performed and from where you can File Save with the same form name In these cases the collected Build Forms 35 data will continue to be stored in the same data structure and same data table Light edits are defined as e Changes to the Caption Text property e Changes to the Hint property e Changes to the Default property e Changes to the Read Only prope
88. in the Options menu IMPORTANT 1 Besure that the dispatch interval on each mobile device is set to a non zero value Settings 2 The dispatch receiving function on the mobile device will continue to receive dispatches when doForms Dispatch is running in the background e g you open another program without exiting doForms 3 The dispatch receiving function will be suspended if the mobile device goes to sleep screen turns off File Menu The File menu provides the following functions Import Data The Import Data function allows you to import data from an external table into the Dispatch tab External files can be CSV or Excel 97 2003 format only and the first row of the file must contain field names for each column no spaces or special characters The corresponding data types number text date etc must match the data types in the Dispatch tab exactly The Import Data function will allow you the option of mapping fields in the event that the column names in the file and the data names in the Dispatch tab do not match Options Menu The Options menu provides the following functions Display Settings Use to specify which questions will be displayed as answer columns in the List View Use these setting to un clutter the List View You may also specify if the caption or data name property of the question widget will be displayed as the heading for the corresponding column These settings are per user This means that
89. ing a list of parts used in a particular task Each part has a Part Description Quality and Unit Price The calculation widget is used to calculate Quality x Unit Price for each part The Decimal Place property is used indicate how many decimal places should be displayed not that the actual value is not rounded off The Expression property is used to build the formula based on previously entered number values Note that the calculation widget needs to be placed after any question fields that will be used in the calculation In the simple invoice example below we calculate the item price zunit price x quantity of every item entered into the repeatable section H Caption Text The label caption as presented to she user Item Price Descritption Hint NEO neip for TNS Question Data Name Unit Price K The dats name of s ianei iem See SCS O Hide field in website Quantity e T Hide field in mobile app Kind Type of caiculason Seid Number Decimal Place The number cf digis 10 ihe right of he decimal point Subtotal US Tax 5 Build Forms 61 Sum and Count Operators If your form contains a Repeatable Section container you can use Sum and Count functions in your calculations to sum up all the values entered into a preceding repeated numeric field e g to calculate a total or to count the number of times data was entered into a field for division of the total to calculate an average Sum and C
90. ing either a Standard Report Template or Custom Report Template A template is simply a format definition for how the report will look i e the placement of graphics font type and size border styles etc The Standard Report Template is an off the shelf doForms format that you can use for your reports As described in more detail below even though it is standard it still provides numerous settings to help you control the content and appearance of standard reports In comparison Custom Report Templates provide you FULL control over the content and appearance of your reports Custom Report Templates are created by YOU using Microsoft Exce and uploaded to your website If you know how to format your Excel documents then you are already an expert at building Custom Report Templates which can include almost any formatting calculation and charting function of Excel PDF vs Excel Output Once you have created or selected a Report Template you can also specify whether the resulting report will be produced in Excel or PDF file format You can create either PDF or Excel output from a Custom Report Template Currently you can only produce PDF output from a Standard Report Template The process for controlling reports is as illustrated below Standard Report Template Select Format PDF Output Custom Report Template Report Settings Report Settings are used to control the process above These settings are applied on
91. ited and serves as a digital signature Audio paid accounts only Allows the collection of audio input in the form using the device s audio recorder The format of audio files will depend on the mobile device Barcode paid accounts only Allows the collection of barcode input using the device s camera Supported barcode formats include UPC A and UPC E EAN 8 and EAN 13 Code 39 93 128 QR Code ITF Codabar RSS 14 all variants Data Matrix PDF 417 alpha quality Aztec alpha quality Calculation paid accounts only The calculation widget allows you to perform arithmetic 96 46 Build Forms Sum operations on one or more previously entered numeric question values in the form The calculation widget can also be used with date time values subtract one date time from another to produce a decimal hours difference or add subtract decimal hours from a date time to produce a new date time The result of a date time calculation will always be stored as a decimal hour value See the Using Calculations section below for more information about creating calculations Choose one Allows the selection of one answer from a multiple choice list Note that choose one questions can be used inside a Questionnaire container to organize the questions in a tabular format Date Time Allows the selection of a date time or date time You may use the today keyword when setting the default property for dates When displayed i
92. l contain a direct link back to the data record IMPORTANT Edit Add and Delete functions are only available to users with Edit Manage or Admin privileges Also please make sure that your web browser is set to Allow Pop ups from your doForms website in order to use the Print Email PDF and Task functions above 24 View Data Workflow Approvals Workflow approvals are a special question type that can be inserted in one or more places within a form in the Build Forms tab These approvals are not displayed in the doForms mobile app but they are displayed in the View Data tab The approval status can then be changed by the responsible Web User and the data record is stamped with that specific Web User s login ID This stamp cannot be edited and serves as a digital approval signature If you are the individual that is responsible for approving form submissions 1 Login into your doForms website Select a project form in the View Data tab Navigate to the desired row and select Row Menu gt Edit Navigate to the Approval column Click on the dropdown menu and select pending approved or rejected The corresponding status will be stamped with your user ID pending D pending approved Wi P wn rejected Viewer Control You can control who sees what in the View Data tab by using the View Restriction parameter in the Web Users tab This parameter allows you to restrict the viewing of records to those submitted by a s
93. lculations are displayed at the bottom of your doForms website for all your users to see Use this option to fine tune your dollar savings calculations by adjusting your labor costs overhead percentages and other parameters Refine the way you calculate CO2 savings by adjusting carbon lifecycle parameters Methodologies vary so please feel free to contact us and suggest additional ways by which to calculate carbon savings that you would like to see us implement Be sure to click the Save button when done You may also reset the form count that the calculations are based on Resetting the form count will set all the cumulative cash CO2 and tree saving values to zero The savings will then start accruing as new forms are received Website Setup Wizard Use this to launch the Website Setup Wizard http www doforms com support how to videos how to manage website branding htm Change Website Branding paid accounts only Use this to replace the doForms logo used in the website with one of your choosing The logo image must be in JPG PNG or GIF format Size should be Account 105 320 px wide x 72 px tall Use a transparent background or set the background color to Dark Blue 1B79F1 RGB 27 121 241 Other colors used throughout the website are Light Blue 22BOF1 RGB 34 176 241 and Light Green 36AA36 RGB 54 170 54 Change Unlock Timeout Dispatch accounts only Use this to change the period of time after which form r
94. lues for the record being mapped Edit Allows you to edit the data To make changes to data in a row select Edit from the Row Menu The selected row will expand Make the desired edits and press the Submit when done The changes will be saved to your doForms website Otherwise press Cancel Add Allows you to add a new data row below To add a new row of data select Add from the Row Menu The new empty data row will be added below Fill in the data fields and press the Submit button when done The new row will be saved to your doForms website Otherwise press Cancel Note that if the form has a media question you will be able to upload the corresponding media files from your local hard drive if desired PDF Report Produces a PDF report of the selected record For more information see the Reports chapter PDF reports can be downloaded emailed or printed Excel Report Produces an Excel report of the selected record For more information see the Reports chapter Excel reports can be downloaded emailed or printed Delete Deletes the data row To delete a row of data select Delete from the Row Action Menu A message will be displayed asking you to confirm the delete Click the Ok button to permanently delete the row of data from your doForms website Otherwise press Cancel Task Use to send an email to one or more doForms website users instructing them to complete a task s pertaining to the data row The email wil
95. m to complete a task s pertaining to the data row The email will contain a direct link back to the data record IMPORTANT Edit Add and Delete functions are only available to users with Edit Manage or Admin privileges Also please make sure that your web browser is set to Allow Pop ups from your doForms website in order to use the Print Email PDF and Task functions above Bulk Dispatch File Options Data View Help Display Setting Created Status 1 Schedule All Pending 2012 Completed Send All Pending 2 Completed Status Colors 5 3 wsi 1 raren vwaw 2012 Received 08 52 08 GMT 05 3 of 3 Rows per page 20 The Bulk Dispatch feature is used to dispatch more than one form at a time to a mobile worker Supposed your company uses separate forms for work orders and customer satisfaction forms and you would like to be able to send both of these forms out to your mobile worker pre populated with the same customer information If the forms reside in the same project then the bulk dispatch feature will Dispatch 31 allow you to do this To use the bulk dispatch feature 1 Click on the Options menu and select Bulk Dispatch The Bulk Dispatch wizard will be displayed in a pop up window 2 In Step 1 of the wizard select the project that contains the forms you wish to dispatch they must be in the same project Select the forms you wish to dispatch Click the Next button 3 In Step 2 the wizard will present a
96. meric value When checked an entry box will be displayed where you can enter an alpha numeric hide flag or leave blank if you want a blank null value to be the hide flag Hint all question types except repeatable section Additional help for the question will be displayed Short clear sentences work best Use 80 characters or less for optimal display on mobile devices The maximum number of characters is 500 including spaces The following HTML formatting tags are currently recognized Android br i b lt u gt font color xxx gt H1 H2 H3 H4 H5 lt P gt lt a gt lt div gt iOS br PDF reports br lt font color xxx gt Image justification label action button Controls the justification of the button left center right iOS app URL scheme action button Used when the Action property is set to Launch Program to specify the ID of the iOS app that will be launched when the action button is pressed iOS app URL scheme forms in most apps can be found at http handleopenurl com see the Using Action Buttons section below for more information Kind date time lookup calculation Specifies the type of value used in the date time widget lookup widget or calculation widget For date tme widget the kind of field can be date time or date time For 52 Build Forms lookup widget the kind of value can be Number or Text For calculation widget the kind of value can
97. n select your Excel Report Template file and click Open Gur My Excel Templates H Sal Search My Excel Templates a Organize v New folder EN UB Downloads zl Name Date modifed Type size S Recent Places Photo Survey 6 1 2012 8 54 AM PDF File 3 336 KB Gg ubraries l Photo Survey COMPRESSED 6 3 2012 9 30 AM Microsoft Office Exc 754KB Ei Documents SI Photo Survey OUTPUT 6 3 2012 9 35 AM Microsoft Office Exc 2 672KB aj Music Photo Survey 6 3 2012 9 35 AM PDF File 233KB E Pictures PhotoSurveyTempateV9 6 5 2012 11 36 AM Microsoft Office Exc 33KB B Videos Bil ime Card OUTPUT 6 3 2012 12 44PM Microsoft Office Exc 45KB E TimeCardTemplatev2 6 3 2012 12 39PM Microsoft Office Exc 42KB sc Homegroup BE Computer amp os c FreeAgent GoFlex Gia Network zl File name Jan Files ay aaa PA Reports 91 7 Give your template a name and description then click Save PhotoSurveyTempateV9 Content data Upload other Excel file Exce 97 2002 Template files only Add a description here Description Save Cancel 8 Your template will be added to the Saved Excel Templates list 9 Click Close Repeat the steps above to load additional report templates into your Build Forms tab Click Close when done TIP After you upload a Custom Report Template this template becomes available for use with any form in your account provided that the form has e
98. n the mobile app the date time control also provides a Now button Email Report paid accounts only Emails the competed form as a PDF report to one or more recipients in addition to sending it to your doForms website The email is sent automatically when the completed form is sent and received by your doForms website You can use the Default property to pre populate email addresses Use commas to separate multiple email addresses See the Emailing PDF Reports section below for more detailed information Image paid accounts only Allows the collection of still images in the form using the device camera Previously taken images can also be selected and included in the form The mobile app also allows the user to sketch atop the image to point out items of interest Image files will be saved as JPEG format There is no technical upper limit on the number of image files that can be inserted into a single form however there is an upper limit of 35MB total for all the pictures in a form Past this limit the doForms application will begin running very slowly and may freeze You can avoid this by restricting the number of pictures in a single form and or training your users to use a lower camera resolution when taking pictures Camera resolution options vary by device so please refer to your device user manual Label Allows the entry of a section or heading label to help organize your form Use the Caption text to provide a title or headi
99. n width will be controlled by the Jength of the caption text of the inserted questions Relevance conditions Show this question or Repeatable Section when the following condition is true Add Condition IMPORTANT e You may NOT mix question types in a questionnaire container The questions need to be all of the same type score choose one or select multiple e The answer options MUST be exactly the same for all the questions This includes the The answer name as presented to the user and Underlying value properties e Questionnaires can have up to 10 columns but an unlimited number of rows Build Forms 67 Using Action Buttons Paid Account Only http www doforms com support how to videos how to action buttons htm The Action Button widget allows you to make your forms more app like You do this by creating buttons then assigning actions to the buttons when pressed Action buttons can be used to jump to questions or pages so you can build your own form app menus Action buttons can also be used to open web pages play videos launch other apps send customized dispatch status flags or save and send a completed form with just one click Below is an example of a form which uses Action Buttons to create a menu that the mobile user can use to navigate the form In this example the Page break widget is used to create a first page in the form which only contains the menu A Required Service Order
100. nder phone commune othercomm locality 1000 records Fini avek 1e vizi bay vaksen datez socond vaccine After you have confirmed that the desired lookup table has been uploaded you are ready to set up a lookup question in your form To set up the lookup table in your form simply drag and drop the Lookup question widget into the desired location in the question canvas as illustrated below LUDemo2 Published File Options Resources Help Customer Number ges Caption Test The label caption as presented to the user E Customer Number t 40s Hint Additional help for this question hy seess KL s Data Name The data name of this label First Name 1 05 Customer Number ES Gee i e Whether this field must be filled in before continuing Limitto list Android ONLY EM EN fields to always match E A C T Display capture barcode button Check this if your Lookup Field is a barcode that will be scanned 1408 Choose one destination fields sidering Y oe Uncheck valves in ihe look underlying val D rr rine up Use lookup in website Dispatch tab only Check to have this lookup question display in the website Dispatch ta tab only and not in the View Data tab and Use as input for conditional lookups only Customer Signature Say being used to support condifonal lookups Ier in T Pee yn wt ua poo S a Length Page Label Text DateTime Validates character length of user input Action image Audo Vide
101. ne form can also be used to generate lookup tables that other forms will use To create a new lookup table from an internal doForms data table 1 Click Add to create a new lookup table 2 Click Use Form Lookup Ta N Okup Table dd LOOKU aDIie Lookup file Upload Use Form Cancel Build Forms 41 3 Select the doForms data table to use 4 Select Update Automatically if you wish to have the lookup table updated whenever the doForms data table changes more on this below Project Form Mark LU Demo 2 z Iv Update automatically Ok Cancel 5 Click Ok 6 Type in a Description for this lookup table optional 7 Click Save Table when done Updating a Lookup Table To update a lookup table click the Resources menu then select Manage Lookup Tables Click the Row Menu next to the lookup table you wish to delete and select Update If the lookup table was from an external Excel or CSV file you will be asked to upload an updated CSV or Excel 97 2003 lookup file For the update to work seamlessly the updated files MUST have exactly the same number of columns and exactly the same column names number of rows or actual data values in the rows can be different If this is not the case then we recommend deleting the saved lookup table and uploading the new one under a different name You will also need to reset the properties of any lookup questions in your forms which utilize this lookup table If the lo
102. ng Use the Hint property to provide additional information e g instructions warnings etc Labels may also contain uploaded images You can use this feature to brand a form with a logo or to provide your mobile users with reference images Also in the properties for this widget you can control whether or not the label will be displayed in mobile app and or PDF reports You can force line breaks in the Hints section of a Label question by inserting a br tag Location Allows the collection of GPS map coordinates at the current location The data will include latitude and longitude and may include altitude and accuracy depending on the mobile device Lookup paid accounts only Lookup tables allow you to search on and select an answer from an external data table Excel 2003 and CSV files only Additionally if a lookup table row contains answers for other questions in your form you can use the table to automatically answer these questions as well For example if your form contains questions for entering Customer Name Customer Number and Customer Address and if you have a lookup table that also contains these columns then you can set up Customer Name as the Lookup Table and when the mobile user searched on and selects a Customer Name the corresponding Customer Number and Number Address will be automatically filled out in the form See the Using Lookup Tables section below for more information about working with looku
103. nistrator contact information for your doForms account Note that these changes may take up to 72 hours Update Billing Information Use this to update the credit card billing address information for your doForms account Note that these changes may take up to 72 hours Upgrade Account only visible in free account Use this to upgrade from a free Standard account to a paid Professional or Dispatch Note that these changes may take up to 72 hours Change Account Type Use this to change between Standard Professional and Dispatch account types Note that these changes may take up to 72 hours Add Mobile Units Use this to increase the number of mobile units supported by your account Note that these changes may take up to 72 hours Subtract Mobile Units Use this to decrease the number of mobile units supported by your account Note that these changes may take up to 72 hours 104 Account Cancel Account Use this to update cancel your doForms account Please note that this can take up to 72 hours You will receive a confirmation email when it is complete Note that you will still be able to access your account at no cost for 30 days after cancellation Please be sure that you export any data that you wish to save within that time period Your data will be deleted from our servers after 30 days If you wish to cancel your cancellation you may do so within this 30 day period by contacting us at support doForms com Manage
104. nk 1 3 P 09 21 2011 Dysarts Truck Stop 24 11 1111 09 21 2011 21 13 17 option 5 21 12 28 UTC UTC i option a 2 zs m 0921201 Bangor Airport 95 14 09 21 2011 21 04 09 P option 7 21 03 37 UTC UTC option c 3 09 21 2011 Brewer 36 14 6 09 21 2011 20 51 12 i option 3 D 20 50 41 UTC UTC tion d e option c IMPORTANT The doForms website has limited capability to do complicated filtering of large data sets When these limits are reached a warning dialog will be displayed In this case please try selecting a narrower Date Range at the top of the page then repeat the steps above If you exceed these limits but still need to perform complicated filtering then please contact support doforms com for information about overcoming these limitations IMPORTANT In addition to controlling which data records will be displayed in the list view the Current Query that results from the filter operation also controls which data records will be printed exported and mapped Current Query The combined specifications of the Data Range and Filter result in a subset of form data being displayed This subset is referred to as the Current Query Note that all the operations in the File menu are performed on the Current Query So for example if you use the File gt Save as the option to export data it will be the data records in the Current Query that are exported Similarly if you use the View gt Map View option it will be the data records in
105. ny fields that are common to the selected forms Enter any common values that you wish to pre fill in the selected forms Click the Next button 4 In Step 3 of the wizard select the mobile number or nickname of the device that you wish to dispatch the selected form to Then select one of the Save options Workflow Approvals Workflow Approvals work the same way as in the View Data tab See View Data section for more information Tracking Map Project Form Date Range Mark L mp Simple Work Order Dispatch 7 7 p Last 30 days z gt VIEW Feedback Fie Options View e Fie Options Vie Print Help Update Tracking Viev x i 7 A Last 24 hours m i e n Select all A d MEIS 2078628225 mark Veane I T7 6616702984 bionic s 02 21 2012 16 25 25 GMT 05 Wi 7 7777766666rTuan Click on track Vm point to get info 2078623045 bob i gt P Wi M 2078628225 mark An lUS 2V2 d Y CED 1 Holden Perto 7052804 47310 5598083 28848 In addition to sending and receiving forms from your workers doForms Dispatch also tracks their current and past GPS locations and these locations are plotted on an interactive map in the Dispatch tab You can select which workers to view as well as the time interval The map also shows the locations where forms were filled out To view the tracking map click on the View menu then select Tracking Map 32 Dispatch IMPORTANT e Be sure that the tracking interval on each mobile de
106. o Barcode Repeatabe Tabe EmaiReport Approval Calculation we Score Fame me zl The Lookup question widgets include the following special properties Evaluate blank null condition values lookup Causes lookup conditions to evaluate null blank condition values Otherwise null blank condition values will be ignored Use this if one or more steps in a set of sequential lookup conditions need to be evaluated as being null rather than just skipped if left blank This option is important in optimizing the performance of the lookup widget when null 72 Build Forms values are a possibility Limit to list Limits the entry of data to a lookup table selection only If the lookup has any destination questions the answers to these questions will also be limited to the corresponding values in the lookup table Sort lookup list alpha numerically lookup Check this if you want to sort your lookup field alpha numerically Numbers are sorted first followed by letters If you wish to avoid sorting results like 1 2 3 m 8 9 then pad number values with leading zeros 01 02 03 08 09 10 11 Display the capture barcode button If checked the mobile app will include a Barcode scanning control in the question widget This is handy if your Lookup Field is a barcode Choose one destination fields Check if you would like to compare the lookup table value with the underlying value property for choose one destination questi
107. ocation autostamp questions located between the action button and the destination page Destination question Used with the Jump to question action to specify the question to jump to when the action button is pressed The Execute auto stamp option determines whether or not to execute any date time or location autostamp questions located between the action button and the destination question URL of video Used with the Play Video action to specify the website URL of the video to be played Note that an internet connection is required for playing videos URL of web page Used with the Open Web Page action to specify the website URL of the web page to be opened Note that an internet connection is required for opening a web page Status text Used with the Send Status action to specify the text string that will be sent to the Dispatch tab as a status message Note that an internet connection is required for sending a status message Android app name Used with the Launch Program action to specify the name of the Android app that will be launched when the action button is pressed For Android devices the app name must be spelled exactly as listed in the device Settings Manage Applications page iOS app URL scheme action button Used when the Action property is set to Launch Program to specify the ID of the iOS app that will be launched when the action button is pressed iOS app URL scheme forms in most ap
108. of skip and relevance logic Resize image C 100 66 C 50 C 33 C 2596 Reports 85 When Emailing Report from Mobile App Specify if reports that are emailed from the mobile app will be sent as PDF or Excel files When Creating PDF File Use Specify if PDF files will be created using the Standard Report Template or the Custom Report Template see below for how to specify which custom template to use When Creating Excel File Use Specify if Excel files will be created using the Standard Report Template or the Custom Report Template currently only the Custom Report Template option is available Standard Report Template Settings Font Specifies the font to be used The System Default font should be used for most latin based alphabets Specialty fonts should be selected for other alphabets e g Cyrillic for Greek or Russian 2 column format The default layout is single column Selecting this option will format the report in two columns Hide empty fields Hides any questions that have not been answered Shade headings Shade the caption property of Label question widgets in the form Display data names The default is to display the caption property of question widgets Selecting this option will display the data name property instead Display hints Display the hint property of the question widgets in the form Display record name Display the system generated record name Display date cre
109. okup table was created from a doForms data table and you did NOT select the Update Automatically option then you must use the procedure above to update the lookup table If the lookup table was created from a doForms data table and you DID select the Update Automatically option then the lookup table will be updated whenever changes are made to the doForms data table e g new data records are received or edits are made in the View Data tab IMPORTANT If an edit is made to the doForms data table in the View Data tab then in order for the corresponding lookup table to be automatically updated the user needs to log out of the doForms website and log back into the doForms Website Alternatively the user may use the procedure above to manually force and update without the need to logout and log back in Deleting a Lookup Table To delete a lookup table click the Resources menu then select Manage Lookup Tables Click the Row Menu next to the lookup table you wish to delete and select Delete 42 Build Forms Manage Custom Report Templates In addition to the Standard Report Template doForms allows you create Custom Report Templates Custom templates have a number of advantages e Provide much greater control over format of the report e Can apply Excel calculations and functions to your data e Can include Excel charts and graphs generated from your data Custom Report Templates are created using the notion of an Excel Template file
110. onditions which use these data names likewise any affected destination fields in Lookup questions Deleting a Form To Delete a form first open it under the Build Forms tab then go to the File menu and select Delete Form IMPORTANT Note that the data table corresponding to the form will not be deleted by simply deleting the form from the Build Forms tab To delete the corresponding data table and its data you must also remove the form from any project in your account See the Projects section for information on removing forms from projects in your account 36 Build Forms Options Menu Record Name Record Names are used to identify individual records instances of the same form When you create a form in the Build Forms tab the Form Name applies to all instances of the form For example in the Simple Work Order Dispatch Form below all complete or incomplete records are assigned this same Form Name Record Names that are made up of data values contained in the form are used to differentiate these records Record names are displayed in the doForms mobile app and also in each row in the View Data tab In the example below we assign record names by concatenating four fields in the form Customer Address In our application when combined these values identify each form record File Options View Help Record Name Date Created 9 AU doForms Dispatch Add 7 Show Filter Spencer Meyer 67 Warf E Lane 1 s Spencer C M
111. onds to a specific data table structure So for example if you add or delete questions or change a Repeatable Section the underlying data table structure changes and hence a new data table needs to be set up in which to store the data Therefore when publishing an update to a form you will need to use a different name we recommend appending a letter or number to the form name e g Timesheet 2 or Timesheet B However there are instances where very light edits can be made to a form without affecting the data table structure This may be done using the File Open Special option from where light edits may be performed and from where you can File Save with the same form name In these cases the collected data will continue to be stored in the same data structure and same data table 80 Build Forms Public Forms Library doForms provides a public Forms Library from which you can select forms that can be used directly in your projects Or you can use these public forms as starting points for further customization to meet your specific requirements To date the Forms Library contains over 300 forms that have been contributed by users like you Using a Public Form To access the Forms Library go to the File menu and click Open The open dialog will be displayed At the bottom of this dialog click on Select a form from the doForms Public Library A second dialog box will open see below You can use this to enter the form name i
112. onfirm the delete Click OK Otherwise press Cancel Send Email Sends and email to the mobile user containing their Mobile Number and PIN settings Select all projects Use Select all projects from the Row Menu to subscribe all projects to this mobile unit If all the projects are selected this Row Menu option changes to Deselect all projects which can be used accordingly Be sure to click Save at the bottom of the page to save any changes IMPORTANT Note that when a new project is added it will NOT be automatically assigned to any of the mobile units You must explicitly do so either by clicking the checkboxes individually or by using the Column Menu to Select all mobiles If all the projects are selected this Column Action Menu option changes to Deselect all mobiles which can be used accordingly Also remember that the Main Project is automatically added to all mobile units IMPORTANT If a Mobile Number is deleted but the mobile device still has unsent forms these forms will become orphaned on the device and will not be able to be sent to the website IMPORTANT Be sure to click Save to save any changes Mobile Units 101 Web Users Account demo User demo doforms com Sign out Help dOFORMS Merchandising Dispatch View Data Build Forms Projects Mobile Units Add Ons Support Community Search 1 5 of5 rows per page 50 m t ide el Admin demo doforms com Jadkowski Mark 7323488570 Manage m
113. ons Otherwise the lookup table value will be compared with the Answer as displayed to the user choose one property of the choose one destination questions When the values are the same that answer option in the choose one answer option will be selected For example suppose your form has a choose one question with the following answer options Answer as displayed to the user Underlying value YES 1 NO 0 In this case if your lookup table had YES NO answers you would NOT check the Choose One Destination Fields option But if your lookup table had 1 0 answers you WOULD check the Choose One Destination Fields option Use lookup in website Dispatch tab only Use the display the lookup in the website Dispatch tab only This property is used when you wish to use a lookup to pre populate a dispatched record on the website prior to sending but do not wish the send the lookup table to the mobile devices Use as input for conditional lookups only Check this option to improve speed if this widget is only being used to support conditional lookups later in your form Uncheck if you want full lookup functionality Kind Specifies the type of value used in the lookup field Number or Text Data source Selects the lookup table to be used In the example below we are using the Customer List lookup table Use the Refresh option if you have recently added a new lookup table as a Resource and do not see it in the list of available data
114. or example supposed your form has a choose one question with the following answer options Answer as displayed to the user Underlying value YES 1 NO 0 In this case if your lookup table had YES NO answers you would NOT check the Choose One Destination Fields option But if your lookup table had 1 0 answers you WOULD check the Choose One Destination Fields option Column spacing table questionnaire Specifies if columns will be evenly spaced if checked or variable width if unchecked The width or variable width columns will be determined by the length of their Caption property 50 Build Forms Currency symbol numeric calculation Places a currency symbol in front of the value Note that these symbols are for display and PDF report purposes only The currency symbol is not exported to Excel CSV or other Save as formats The currency also is not exported via web services or Sync amp Save Data name all question types The name of the data that will be displayed in column headings This property is automatically filled in based on the Caption Text but may be modified in the properties area We recommend one or two word data names to keep column headings short The maximum number of characters is 30 Spaces are not permitted in the Data Name field Note that for Repeatable Sections or Tables the data name in each repeat or row will be followed by it So for example if the data name of a question is price then th
115. orks the same way as in the View Data tab See View Data section for more information Row Menu PDF Report Excel Report Delete Each data row in the Dispatch tab contains a Row Menu little boxes with down arrow The Row Menus in the View Data tab provide the following functionality 30 Dispatch Send Use to send the dispatch record to the designated mobile device Schedule Use to schedule the Send function for a future date and time Edit Allows you to edit the data To make changes to data in a row select Edit from the Row Menu The selected row will expand Make the desired edits and press the Save when done Add Allows you to add a new dispatch record see the Creating a New Dispatch Record section above PDF Report Produces a PDF report of the selected record For more information see the Reports chapter PDF reports can be downloaded emailed or printed Excel Report Produces an Excel report of the selected record For more information see the Reports chapter Excel reports can be downloaded emailed or printed Delete Deletes the data row To delete a row of data select Delete from the Row Action Menu A message will be displayed asking you to confirm the delete Click the Ok button to permanently delete the row of data from your doForms website Dispatch tab and View Data tab Otherwise press Cancel Task Use to send an email to one or more doForms website users instructing the
116. orm After 15 question e Automatically retry sending forms 2 minutes Igi Automatically retry sending forms Dispatch check interval 1minutes Tracking or sl Account 107 Contact doForms Support Email support doforms com Website www doforms com support Custom Development Services Need programming services to help you with integrate doForms with an existing IT system Our software developers are experts at smartphone application development and related backends If you have used doForms you know how good their applications are Now this expertise is at your disposal for developing customized mobile business applications for your organization s specific needs Contact us for a free consultation 108 Support
117. orms to Mobile Units There are a number of ways to deploy forms to your mobile devices From the Build Forms tab The simplest and fastest way is from the Build Forms tab Open the Draft form that you wish to deploy go to the File menu and Save as Published This will save the form in a Published state and automatically add it to the Main Project All of the mobile units that subscribe to the Main Project will automatically receive your form Note that all mobile units are subscribed to the Main Project by default until you manually unsubscribe them in the Mobile Units tab From the Projects tab The other way to deploy your form is to use the Projects tab This method provides you the greatest control over who gets which form First in the Build Forms tab go to the File menu and Save as Published if you haven t done so already Next go to the Projects tab and manually select which projects the form is added to Just those mobile units that subscribe to those selected projects will receive the form This allows you organize and deploy your forms by work function For example if you created a Field Inspection form you can add it to a Field Project which only your field workers are subscribed to Use the Mobile Units tab to control which mobile units subscribe to which project In either case your Published form will automatically be pushed out to all mobile devices that subscribe to the corresponding projects And every time save th
118. ount operators can also be used with Table containers As an example in the invoice above we can Sum the value of all the Item Price calculations to get a subtotal Expression The expression for this control te od Field Sum bi Item Price m Add expression Add group We can then multiple the subtotal times a tax rate a constant to calculate the sales tax Expression The expression for this control ld Field C Subtotal DI Operator D Field C Constant hd 0 05 Add expression Add group And finally add the Subtotal and Sales tax to get a Total Price Expression The expression for this control v Field Subtotal Operator 7 Field Tax b Add expression Add group 62 Build Forms If we want to get a count of the number of items ordered i e number of Item Price fields that were calculated we can use the Count function which works the same way as the Sum function but returns an integer count Expression The expression for this control z v Field Count bi Item Price DI Add expression Add group Parenthesis Group In other circumstances you might consider using a parenthesis group to organize a complicated expression If needed you can nest parenthesis within parenthesis The example below shows an alternative way to calculate the Total Price without explicitly calculating a subtotal and tax as done above Expression The expression fo
119. ous section If you change the Report Settings for a particular project form on the website as described above then those settings will also be applied whenever a report for this particular project form is sent from the mobile app Reports 95 Projects Account demo User demo doforms com Sign out Help d PrORMS Merchandising Dispatch View Data Build Forms Mobile Units Web Users Add Ons Support Community 1 50 of 74 Ee e Next gt gt Travel Expense Report xa X gin Invoice Request aq i Auto Expense Travel Report z Asset Trading aqao 0 0 Conference Room Request Photo Survey Si DU D 0 Si DEU DD k Service Request Kal Property Condition Report w Timesheet Weekly Hr D E OL LOCI DH CI DE ODC DEn DI LET RI 00 0 Staff Day Off Request Form IMPORTANT The Project tab is available to doForms users with Manage and Admin privileges only Be sure to click Save at the bottom of the page to save any changes http www doforms com support how to videos how to manage devices and projects htm Layout The Projects tab is the place where you manage projects and forms Your doForms database is organized by Projects which in turn contain the Forms Note that the forms contain and organize the data and any form may be listed under multiple projects See Understanding Forms Projects and Mobile Units The rows in the Projects tab represent the forms The first column
120. p consists of two parts i telling the website which mobile devices are allowed to connect to it and ii establishing login credentials for any website users other than you see the Web Users section If you use the Website Setup Wizard the rows in the Mobile Units tab will be filled in through this process But you can always change this information or add mobile devices by following the steps below Search Displays a filter function that allows you to search for specific mobile units Columns Mobile Number The mobile number will most likely be the 10 digit telephone number of the mobile device If the device is a PC or tablet with no phone the mobile number may be any 10 digit number PIN The PIN can be any 4 digit number We recommend using a different PIN for each mobile number The number of mobile devices that you will be able to setup will correspond to your account level Nickname Provides a Nickname for the mobile unit You may use the mobile user s name or a company device ID etc Nicknames may be up to 20 characters This is most useful when working in the Dispatch tab where it may be difficult to remember which mobile number corresponds to which mobile worker Work Group optional Provides a way to classify your mobile units The work group field is searchable with the Search button function Email optional Provides an optional email address for the user of the mobile device MobileApp Provides
121. p tables Build Forms 47 NFC paid accounts only Allows the collection of Near Field Computing NFC tag values Note that the type of tags supported is a function of the NFC sensor in the mobile device hardware if any Numeric Allows the entry of numbers only You can specify Integer or Decimal in the properties We recommend using numeric integer input for telephone numbers On most mobile devices doForms will display a number pad for entering numeric values Score paid accounts only Use for organizing choose one questions into score categories For example you may have one category of question that relate to the appearance of an item and a second category related to the smell of an item and a third category related to taste This question type also automatically calculates and summarizes the total possible score for each category total given score and percent of given divided by possible These summaries are displayed in the mobile app when the form is completed They are also automatically added to the View Data tab Note that score questions can be used inside a Questionnaire container to organize the questions in a tabular format Select Multiple Allows the selection of multiple answers from a multiple choice list Note that select multiple questions can be used inside a Questionnaire container to organize the questions in a tabular format Signature Allows the collection of a signature using the touch scr
122. pecific device Mobile Number For example if you have multiple sales people accessing the View Data tab you can specify that any particular salesperson can only view edit the records which they submitted by specifying their Mobile Number as the View Restriction Please see the Web Users section for more information Retrieve Function Dispatch accounts only E http www doforms com support how to videos how to use retrieve htm Dispatch accounts provide the ability for mobile users to Retrieve previously sent data from the website work on it then send it back to the website Imagine a situation where you have one mobile worker who fills out a form and a different mobile worker who needs to approve the job record Or imagine a field medicine scenario where different specialists need to add information to a patient record Data records that have been retrieved by a mobile device are automatically locked on the website as shown below Locking prevents the record from being retrieved by a different mobile user Locking also View Data 25 prevents records from being edited on the website This ensures that conflicting changes cannot be made at the same time The records are unlocked when they have been sent back from the mobile device to the website Once unlocked the can be retrieved again or edited on the website Records are also locked during the time when they are being edited on the website and unlocked automatically wh
123. ps can be found at http handleopenurl com Below is a lookup result for Google Maps The app URL scheme is comgooglemaps which is the value you would enter in the Action Button property google maps Search or Add Google Maps Apple Map Links http maps google com Additional Action Button Videos can be found at the following web page http www doforms com support 2 How to Use Action Buttons to Jump to a Page How to Use Action Buttons to Jump to a Question How to Use Action Buttons to Launch an External Application How to Use Action Buttons to Open a Web Page VVVV 70 Build Forms How to Use Action Buttons to Play a Video How to Use Action Buttons to Send a Dispatch Status Message How to Use Action Buttons to Save and Send a Form in One click Using Lookups Paid Account Only http www doforms com support how to videos how to create a simple lookup htm Lookup tables allow you to search on and select an answer from an external data table Additionally if a lookup table row contains answers for other questions in your form you can use the table to automatically answer these questions as well For example if your form contains questions for entering Customer Number Customer Name and Customer Address and if you have a lookup table that also contains these columns then you can set up Customer Number as the Lookup Value and when the mobile user searches on and selects a Customer Number
124. r Structure Slab amp Hillside gt Percent Basement is displayed Consider using the Hide field in mobile app property in special text numeric date time and calculation questions to store data values that can be used to trigger relevance or skip logic conditions 58 Build Forms Using Page Breaks Page Breaks are used to organize long forms into pages that can be easily navigated in Form View on tablet devices only To insert a page break into your form simply drag it where you want the page to begin including at the top of your form to delineate the first page Page Breaks have the following special properties Page name Used to specify a short text string that will be displayed as a page name in the page navigation bar at the bottom of Page View If a page name is not specified then sequential numbers will be used for navigation in the page navigation bar at the bottom of Page View Automatically return to form view at the end of page Selecting this option will automatically return doForms to Form View when the user completes the last question on the page in Question View This option is handy for letting users review their work after completing the page The illustration below shows a form that has been organized with into five pages Main Time Score1 Score2 Email Score2 is the page currently being shown Within a page you can navigate Form View by swiping the screen vertically To navigate between p
125. r this control v Field Sum m Item Price m erator v Field Sum m Item Price hd Operator Y Field Constant 0 05 Add expression Add group Add expression Add group Use of Hidden Fields for Variables In other circumstances you might consider using the Hide field in mobile app property in numeric questions and calculations to store data values which you do not want displayed to the user As an example suppose you wanted to pass a tax rate to the form above You could create a numeric field Build Forms 63 called Tax Rate By making the field hidden it would not be explicitly displayed in the form but could still be used in the tax calculation above Hidden fields are also handy for very complex calculations that you want to do in parts Date Time Calculations The calculation widget can also be used with date time values The possible operations are 1 subtract date time1 from date time2 to produce a difference in decimal hours or 2 add subtract decimal hours from date time1 to produce a new date time2 Be sure that you correctly set the Kind property to date time if performing calculations that involve a date time even when the result will be a numeric value When using the Sum operator to sum up a list of differences in decimal hours be sure to set the Kind to number as these differences are stored as numbers Display time values can be formatted as hh mm in the mobil
126. re er Brenda Bower 78 Center 2009452548 r ai 1349 Mer Ki St iem reet 15 Rows per page Ec siete ali selected 5 lt I ELE To create a new dispatch record 1 Click the Data menu and select Add Record Select the Mobile Number or Nickname of the mobile device to which this record will be sent 2 Fill out any other desired fields in the form 3 Click on one of the Save options The Save options include Save The record will be saved and listed as Pending Save amp Send The record will be saved sent and listed as Sent Save amp Schedule The record will be saved scheduled for future sending and listed as Scheduled Shown above is the form that was dispatched in the example after it is received by the doForms mobile app Sent and Received 28 Dispatch Status Indicators The Dispatch tab provides to following status indicators for each dispatch record Pending The dispatch record has not been sent to the mobile device Scheduled The dispatch record has been scheduled for sending Sent The dispatch record has been sent to the mobile device Received The dispatch record has been received by the mobile device Viewed The dispatch record has been viewed on the mobile device Rejected The dispatch record has been rejected by the mobile user Completed The dispatch record has been completed by the mobile user Note that you can change the colors of the various status indicators
127. rty We strongly suggest experimenting with the Section Label property in context with the loop prompts on the mobile device A clever choice of words can result in a very smooth user interface But the only way to preview and test this is on a mobile device Additionally Repeatable Section widgets have a special Repeat Transition Text property You can use this property to specify which transition text will be displayed at the end of each repeatable section loop to instruct the mobile user what to do next 300 characters maximum In the example below we ve created a repeatable section for entering a list of parts and calculating Quantity x Unit Price subtotals Calculation Demo 1 Published Fie Options Resources Preview Help Parts List sro Section Label The section label as presented to the user one or two words Parts List ction Parts List Max Maximum number of repeats for this section Bos en aen y 10 Part Description gt go Repeat Transition Text This text will be displayed at the end of each loop 200 characters max bebe Quantity 60 Build Forms Using Calculations Paid Account Only The calculation widget allows you to perform arithmetic operations on one or more previously entered Numeric question values in the form The result of the arithmetic expression is stored in the calculation field In the example below we have created a repeatable section for enter
128. rty e Changes to the Required property e Changes to the Length or Range property e Changes to the Auto Stamp property e Changes to the number or names of the Answer options property in Choose One Select Multiple and Score question types e Changes to the Data Source or Lookup Field property in lookup table question type e Changes to the Skip or Relevance properties e Changes to the Record Name see Options menu section below IMPORTANT If you open a previously published form with the File Open Special option then be sure to use the File Save option to save the changes using the same form name and same data table do not use File Save as Insert Form The build forms tab allows you to insert an already existing form into a form that you are working on This is very handy if you have form elements which you use over and over in your forms To Insert a form 1 Gotothe File menu and select Insert Form A list of available forms will be displayed Select the form that you wish to insert and click Insert 3 The selected form will be inserted at the bottom of the form that you were working on From here you can drag and drop the questions to rearrange them as desired MN IMPORTANT After inserting a form you may need to edit the Data Name property of some of the questions to ensure that there are no duplicates If you do so you will also need to review and possibly edit any relevance and skip c
129. s D cg Ur qe tO MA pt You can use merged cells to better control the size and position of any images pictures and signatures 8 If your report includes numeric values add any desired calculations or charts which employ these values 9 Use the Excel File gt Save function to save the file in one of the Excel 97 2003 or Excel 2010 Template formats as shown below xlt xltx xItm Save as type Excel Template xitx Hide Folders Single Fie Web Page mht mhtmi Excel Template xltx Ee Macro Enabled Template xltm Excel 97 2003 Template xt linicnda Tavt TS Hvt IMPORTANT NOTES e Certain features of Excel will not be supported in the template These include shape drawings smart art certain chart types and others e Images will be scaled to fit the merged cell so be careful about using the correct aspect ration e In most cases you may place multiple data name tags in a single cell e f you specify the data name for a GPS location both the latitude and longitude values will be written into the same cell but separated by a comma e For audio and video files doForms will insert the http address of the corresponding media files Reports 89 Multiple Projects Forms Custom Report Templates can also be created and used to aggregate data from different forms into a single report Note that this is for different forms NOT for different data records of the same form The format is as
130. s mobile user searches and selects a Customer Name the corresponding Customer Number and Number Address will be automatically filled out in the form See the Using Lookup Tables section below for more information about working with lookup tables To manage your lookup tables click the Resources menu then select Manage Lookup Tables The dialog below will open with a list of all lookup tables that have been set up in the Build Forms tab In the example below three lookup tables have been set up Saved Lookup Tables Table Name Column Names z Wash Wash_Type Price Customer List CustomerNumber NameFirst NameLast Address Products Part ID Part Desc Part Price Store Facings LU Example ITEM DESCRIPTION Poot En ener Tmob Data for Classic Data Features SOC Price ns Tmob Stand alone data rate Rate Plans SOC Price plans for individuals Tmob Classic Family Plans Classic Family Plans SOC Price Tmob Messaging Features for Messaging Features SOC Price Classic Plans Ok Adding a New Lookup Table from an External CSV or Excel 97 2003 File 1 Click Add to create a new lookup table Add Lookup Table Lookup file Upload Use Form Cancel Build Forms 39 Add Lookup Table Lookup file Description 2 Click Upload to select an external CSV or Excel 97 2003 file from your local computer which will be loaded into the lookup table File Upload 3 Navigate to the
131. s you to better control the format of your reports and it also allows you to reduce the size of the resulting PDF or Excel files Creating a Custom Report Template The examples on the following page show a Custom Report Template and the corresponding report generated by doForms Although the example shows an Excel file result the Custom Report Template can be used to generate either Excel or PDF files Custom Report Template Excel Format Report A B c FORMS 1 Photo Survey Report y 10 Photgraphs Caption 1 Caption 2 Image 1 Image 2 12 E Caption 3 Caption 4 Image 3 Image 4 A B c do FORMS Photo Survey Report Subject Description Dudley Gardens Location 44 7483 68 8291 66 0 10 0 LON OA Bw e 10 Photographs Back lawn with pool and shed in the 11 background Butternut Garden Pool Orchard Kitchen Garden 13 ON 8 Custom Report Templates are created using Excel These template files are simply Excel worksheets that have been Saved as Excel Template If you know how to format your Excel documents then you are already an expert at building Custom Report Templates which can include almost any formatting calculation and charting function of Excel Reports 87 But to understand how to build Custom Report Templates in doForms you need to understand how the data name property of the questions in your forms are used to
132. ta collection forms Remotely control who can view or change the incoming data doForms centralizes this control on a website dashboard to save time and money For paid accounts your doForms mobile app can be branded using your company name and graphics doForms Website doForms provides a fully integrated website for aggregating sorting querying viewing and managing mobile forms data being collected by your workers If GPS coordinates are included your mobile forms data can be viewed on top of an interactive map The website keeps track of which workers collected which mobile forms data The website makes it easy to export mobile forms data to your other business applications and to integrate your mobile forms data in real time with other IT systems by using web services Use our off the shelf mobile data collection forms library Or create your own mobile forms using the most powerful yet easy to use form creation software available Our form builder provides simple and intuitive user interfaces for building mobile forms You don t need to be a specialist to use our form creation software You just need to have an understanding of what you want your mobile data collection software to do With doForms anyone with office software experience can create their own mobile data collection forms for smartphones and tablets With doForms there is no need for software programmers to build your mobile forms or IT support staff to deploy them doForms
133. the Current Query that are mapped see below Map View To display all the data records in the Current Query on a map select View gt View Map A new browser window will open with the selected data record icon displayed on the map see below Be sure that your browser is not set to block pop ups Click on any of the icons to display the data values for the record being mapped SP f 3 Cape SES X f 57 eg as 2 y fare ESSA o gie 7 2 s NR i eA S CED Record 8 Sei geopoint question string question Penobscot Holden River integer question 63 decimal question 16 45 3 date question 09 21 2011 T j per 20 07 38 UTC balett Permalink 7658388 78988 5585130 36308 lmi View Data 23 Row Menu Record Name Date Created Status Add E Show Filter 1 x Tuan Test 4 dne 02 08 2012 Address Test 4 08 04 14 dpne GMT 05 5866663333 2 E Tuan Test 3 4 5 6 02 08 2012 done Address 08 01 55 Test 3 donw GMT 05 Each data row in the View Data tab contains a Row Menu little boxes with down arrow The Row Menus in the View Data tab provide the following functionality Map Displays the data for this row on a map will only be displayed if data row contains GPS map coordinates To display data in a row on a map select Map from the Row Menu A new browser window will open with the selected data record icon displayed on the map see below Click on icon to display the data va
134. the Main Project Delete To delete a project column select Delete from the Column Menu A message will be displayed asking you to confirm the delete Click the OK button to permanently delete the project column Otherwise press Cancel Note that this function may not be applied to the Main Project Select all forms Use Select all forms from the Column Menu to select all forms for inclusion in the project column If all the forms are selected this Column Menu option changes to Deselect all forms which can be used accordingly IMPORTANT Be sure to click Save to save any changes Row Menu Next let s learn how to manage forms using the Row Menu When you author a form in the Form Builder and Save as Published the published form resides in your doForms account But it is not deployed until you add it to a project At that point it is automatically deployed to the mobile units that subscribe to that project We will show you how to assign projects to your mobile units in the next section First we need to show you how to add the form to a project Add form To add a new form row select Add form in the Row Menu Then select a form from the list of Published forms in your account see below Then click Add form Otherwise press Cancel Projects 97 Add Form Select a form from your account to add Building Child Survey 2 Published 11 20 2010 l Building Child Survey 3 Published Building Child Survey 3 Published
135. the doForms website www doforms com suppo E Overview 11 Accessing the doForms Website The doForms website is a secure web based application You must use your account name email address and password to access the website Requirements You must have one of the following to access the doForms website e Internet Explorer Version 9 or greater or e Firefox Version 3 or greater or e Chrome Version 4 or greater or e Safari Version 4 or greater Website performance will vary with the speed of your Internet connection doForms Website URL Enter www mydoforms com followed by the name of your doForms website account and press Enter The name of your doForms website was specified at the time of the order If you do not know it please see your organization s doForms administrator o9 v il nttpo mmw mydoforms com yourwebsite Ix For paid accounts you can also access your website from a browser using an encrypted SSL3 connection https mydoforms appspot com followed by the name of your doForms website account Website Privileges If you are the person who ordered the doForms account then you are by default the Administrator Administrators have access to all website functions and features Other privilege levels are as follows Read Access to the View Data Tab to view data only Edit Access to the View Data Tab to view add edit delete and export data Manage Full access to all doForms website Tabs
136. the version number of the mobile application installed on the corresponding mobile device This will automatically be filled in when doForms is set up on the mobile device You do not need to enter this information The presence of this information will tell you that doForms has been 100 Mobile Units successfully set up on the corresponding mobile device MobileOS Provides the Operating System information of the corresponding mobile device This will automatically be filled in when doForms is set up on the mobile device You do not need to enter this information The presence of this information will tell you what type of device this is and what its OS version is This is very useful for technical support purposes Projects See Projects section You can sort the table alphabetically by clicking on any of the underlined column headings This is useful if for example you wish to see which mobile units use a particular MobileApp or MobileOS IMPORTANT Be sure to click Save to save any changes Row Menu The Row Menu provides the following functions Edit To assign a Mobile Number PIN and contact email to an available row or to change an already assigned value click Edit in the Row Menu The row will expand allowing you to change certain fields Click Change when done Otherwise press Cancel Delete To delete a Mobile Number and PIN from a row click Delete in the Row Menu A message will be displayed asking you to c
137. tination page action button Used with the Jump to page action to specify the form page to jump to when the action button is pressed The Execute auto stamp option determines whether or not to execute any date time or location autostamp questions located between the action button and the destination page Destination question action button Used with the Jump to question action to specify the question to jump to when the action button is pressed The Execute auto stamp option determines whether or not to execute any date time or location autostamp questions located between the action button and the destination question Display the capture barcode button lookup If checked the mobile app will include a Barcode scanning control in the question widget This is handy if your Lookup Field is a barcode Display time values as hh mm calculations If checked the mobile app will display the results of date time calculations in hh mm format Note however that the actual values will be saved in decimal hour format Build Forms 51 Equally spaced columns table grid Causes the width of columns to be equally spaced If not checked the widths of the individual columns will be based on the length of the caption text Expression calculation A arithmetic expression made of Operators and Fields Operators include Fields are the data name of a numeric field or the Sum or Count of a numeric field inside
138. veling nurses Now here is the most important part any form can be assigned to more than one project This allows you to maintain a set of standardized forms that can be assigned to specific job folders or job functions Projects are managed in the Projects tab of your website Projects are subscribed out to the Mobile Units Any project can be subscribed out to any number of mobile units And the mobile units do not need to subscribe to the same projects Following through with our examples above the project pertaining to a certain building can be subscribed out to just those workers at that job site And the traveling nurse project can just be subscribed out to your traveling nurses This level of control allows you to control who gets which projects and which forms The subscriptions are managed in the Mobile Units tab of your website The Main Project While the concepts above provide lots of flexibility they also require some effort So we added a way to simplify organizing and deploying forms for those of you in a hurry Your doForms account starts out with one Main Project which provides you with useful forms When you save a form as Published it is automatically assigned to the Main Project and the Main Project is automatically subscribed out to all mobile units So if you create forms which you want to deploy to all mobile units using the Main Project is an easy way to do so more on this in the Build Forms section Deploying F
139. vice is set to a non zero interval e The tracking function on the mobile device will continue to send GPS coordinates when doForms Dispatch is running in the background e g you open another program without exiting doForms e The tracking function will be suspended if the mobile device goes to sleep screen turns off Duration Select a duration over which to display tracks Locations are saved for up to 72 hours then automatically deleted from the doForms website The last reported location will always be displayed as the largest circular icon for each mobile device Tracking View Last 48 hours Se Last location Last 1 hour Last8 hours Last 24 hours Last 72 hours Track Colors Select a color scheme for each mobile device listed in the Tracking Map Select all I F 6616703984 bionic B L zzrzz68866 luan __ m ES HEN Dispatch 33 Build Forms FORMS Merchandising Dispatch View Data Projects Mobile Units Web Users Account Add Ons Support Community Simple Work Order Dispatch 7 Published File Options Resources Help Properties Customer Caption Text The question caption as presented to the user Customer Hint Additional help for this question Customer name Data Name The data name as shown in the column headings Customer Address Default Value The value of this field as presented at first T Read Whether this field can be edited by the
140. xactly matching data name and common field values for the tags Creating PDF Output To print email or save individual PDF documents for one record at one time 1 Gotothe View Data tab and select the desired form Click on the Row Menu of the row that you wish to print email or save as a PDF the Row menu is the little box with the down arrow at the left of each row 3 Select PDF Report A new window will open with a Print Preview make sure pup ups are not blocked in your browser 5 Atthe top of the new window you can select either Print Save or Email 92 Reports Print Email Save Settings Cancel Simple Work Order Dispatch 7 To create and save individual PDF documents for multiple records at one time Select the records by checking them in the View Data tab Click on the Data menu and select PDF Report all Selected 3 What steps happen from here will depend on your browser type and version but you will be able to save PDF reports for the checked records onto your local computer without the need to do so individually File Optons Data View Help Rec Add record Status Customer When r Show data filter 1 E Car Delete all selected Carls 05 17 2012 ken 10 42 37 GMT 05 i selec 2 lon Unlock all ted Jon 03 14 2012 tre 12 36 45 GMT 05 PDF Report all selected 3 jar Mark 03 14 2012 ve Excel Report all selected 12 34 30 GMT 05 4 arla 28 Dudley 03 14 2012 Carla 03 14 2012 Street 12 34 08 12 29 08 GMT 05
141. y checking them in the View Data or Dispatch tab Click on the Data menu and select Excel Report all Selected What steps happen from here will depend on your browser type and version but you will be able to save Excel reports for the checked records onto your local computer without the need to do so individually File Options Data View Help Rec Add record Status Customer When Show data filter r 1 a E Ger Delete all selected Carla 05 17 2012 stre 10 42 37 GMT 05 n Unlock all selected dun 03 14 2012 12 36 45 GMT 05 PDF Report all selected 3 Mark 03 14 2012 ve Excel Report all selected 12 34 30 GMT 05 arla 28 Dudley 03 14 2012 Carla 03 14 2012 Street 12 34 08 12 29 08 GMT 05 GMT 05 5 ark Test 20 03 08 2012 Mark Test 20 Address Test 20 11 05 23 GMT 05 94 Reports Emailing Reports from the Mobile App Paid Account Only In order to email a report from the doForms mobile app you must insert an Email Report question widget into the form when building it The position of the Email Report question widget in the form does not matter The PDF will be sent at the same time as the completed form is sent to your doForms website To add an Email Report question widget into the form 1 Open the form in the Build Forms tab 2 Dragand drop the Email Report question widget into the desired location 3 Save your form when done To control the format of the reports use the Report Settings as described in the previ
142. y select which projects the form is added to see Projects section Just those mobile units that subscribe to those selected projects will receive the form This allows you to organize and deploy your forms by work function for example if you created a Field Inspection form you can add it to a Field Project which only your field workers are subscribed to Use the Mobile Units tab to control which mobile units subscribe to which project In either case your form will automatically be pushed out to all mobile devices that subscribe to the corresponding projects This will occur the next time the mobile user starts the doForms mobile app or when he or she uses the Update Forms and Notices function Updating Forms If a form is Published and assigned to a Project see above future updates to that form can also be pushed out to the mobile devices that subscribe to that Project For example consider a case where you have a form named Timesheet that has been published Later you decide to make changes to the Timesheet form and publish the updated form When you are done making changes you will need to publish the updated Timesheet Draft form To publish the updated form go to the File menu and Save Form As Draft or Save Form As Published As described above if you use File Open make edits to a form then use Save Form As Published a new name will need to be assigned to the form This is because every version of a form corresp

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