Form Items

Form Items

Introduction

Form items are the building blocks that you use to build forms. In this article we give details about each of the form items and how they can be used to build forms. To learn more about how to build forms, see Building Forms in the Control center.

Form Items Menu
Form items are located on the left side of the form builder in the Build tab. Click one of these to add it to the form.


Common Form Item Elements
The following are common elements across many of the form items:
  1. The Label is text that will show next to the form item.
  2. This section shows what the form item will look like on the form.
  3. The Description is a place where you can add additional information for the form item that doesn't belong in the Label.
  4. Required makes this form item required when submitting the form.
  5. Only show if adds conditional logic regarding when to show the form item. For example you can only show the form item if the answer to another question on the form is 'Yes'.





Below we outline details about each of the specific form items



Text Field

Text Field gives the person submitting form the ability to input small amounts on text. If you want them to input larger amounts of text, see the Long Text form item. Below we give more information about the specifics of Text Field:
  1. Checking Use barcode scanner on mobile gives a person the ability to fill in the Text Field by scanning a barcode. This is only available when submitting the form on a mobile device.
  2. The Min Length and Max Length adds minimum and maximum lengths on the data entered into the Text Field.
  3. Restrict to restricts what kinds of values are allowed in the Text Field.
  4. Default to sets a default value that will be use if the person leaves the Text Field blank.




Drop-Down gives the person submitting the form the ability to select an option from a Drop-down list. Use this if you have a list of options you want the person to choose from, but you don't want them to see all the options unless they click on the Drop-down. With a Drop-Down, the user can only select one option. If you want to allow multiple selections, see the Multi-Choice form item. Below we give more information about the specifics of Drop-Down:
  1. List Options is where you set the options for the drop-down. The drop can be populated with your Locations, Assets, Tasks, or Employees. You can also create your own list of options by selecting Options List. You can enter the list manually with the Add Option Button or you can load the list from a CSV file. Each value in the CSV file will be an option in the drop-down.
  2. Show displays another form when the person submitting the form selects a specific option in the Drop-Down. For example, if the label for a Drop-Down was "Were you injured on the job today?", you could display the injury report form if "Yes" was selected in the Drop-Down.


* Drop-Down vs Single-Choice - The person submitting must click the Drop-Down to see the options, whereas they will always see the options with the Single-Choice.



Single-Choice

A Single-Choice gives the person submitting the form the ability to select an option from a list. With the Single-Choice, the person can only select one option. If you want to allow multiple selections, see the Multi-Choice form item. Below we give more information about the specifics of Single-Choice:
  1. Options is where you set the options for the Single-Choice. You can add the options one by one by clicking the Add Option button or you can load the options from a CSV file. Each value in the CSV file will be an option in the Single-Choice.
  2. Show displays another form when a specific value is selected in the Single-Choice. For example, if the label for the Single-Choice was "Were you injured on the job today?", you could display the injury report form if "Yes" was selected in the Single-Choice.


* Single-Choice vs Drop-Down - The person filling out the form can always see the options with the Single-Choice, whereas they must click the Drop-Down to see the options.



Multi-Choice

Multi-Choice gives the person submitting the form the ability to select one or more options from a list. If you want to restrict the person to only selecting one option, see Drop-Down or Single-ChoiceBelow we give more information about the specifics of Multi-Choice:
  1. Options is where you set the options for the Multi-Choice. You can add the options one by one by clicking the Add Option button or you can load the options from a CSV file. Each value in the CSV file will be an option in the Multi-Choice:




Long Text

Long Text gives the person submitting the form the ability to input large amounts on text. If you want them to input small amounts of text, see the Text Field form item. Below we give more information about the specifics of Long Text:
  1. Use barcode scanner on mobile gives an employee the ability to fill in the Long Text field by scanning a barcode. This is only available when submitting the form on a mobile device.




Signature

Signature gives the person submitting the form the ability to add their signature.




Table

Table gives you, the form creator, the ability to add a table to the form. In the form builder you define the columns of the table and the person who is submitting the form will be able to add data to the table. Below we give more information about the specifics of Table:

These are the different types of columns you can add to a table. Click on one of these to add it to the table.



This box shows all the columns you have added to the table. When you click one of the column type buttons types, it will be added to this list. If you have lots of columns in your table, you may need to scroll to the right or left. The box can also be resize by click and dragging the  icon in the bottom right.



Each of the columns in the box described above contains the following:
  1. lets you to view/edit the column.
  2.  lets you delete the column.
  3. lets you move the column to the right and left.
  4. The text next to the is the label for the column.
  5. indicates which column your are currently viewing/editing.



This shows the column your are currently editing/view.



Formula Column
With the formula column, you can make this column be equal to the result of an equation that includes the values from other columns. The elements of the formula column are explain below:
  1. Label is text that will show in the column header.
  2. This Column field is where you select the first column to use in the equation.
  3. Operation is where you select the mathematical operator to be applied to the two columns selected.
  4. This Column field is where you select the second column to use in the equation.
  5. Display Format allows you to select the format the result of the formula will be display in.
  6. Clicking Add Column adds another column to be included in the equation.
  7. Description is a place where you can add additional information for the Formula that doesn't belong in the Label.
  8. Checking Aggregate Column will add a sum of the formula column at the bottom of the table.

 

Other Columns
‚ÄčFor more information on using Text Field, Drop-Down, Single-Choice, Long Text, and Date/Time, see their respective sections in this help article.



Capture Media

Capture Media gives the person submitting the form the ability to attach media, such as a photo or video, to the form. If you would like to add media that will display on the form, such as a company logo, see the Embed Media form item.




Date/Time

Date/Time gives the person submitting the form the ability to input a date/time into the form. Below we give more information about the specifics of Date/Time:
  1. Options lets you pick the type of picker you want, Date, Time, or Date & Time.



Filler

Filler is used to add a label to the form that is not connected to a specific form item. It also has other uses such as adding empty space to a form. This can be done by leaving the label blank. Below we give more information about the specifics of Filler:
  1. The Label is the text that you want to display.
  2. These fields allow you to set the Size, Font, Color, and Alignment of the label.




Embed Media

Embed Media gives you, the form creator, the ability to attach media, such as a photo, to the form. The person submitting the form will see this media on each form they submit. If you would like to give the person submitting the form the ability to attach media to the form they are submitting, see the Capture Media form item. Below we give more information about the specifics of Embed Media:
  1. Checking Use Company Logo lets you add the company logo you have uploaded to WorkMax to the form. A company logo can get added on the WorkMax Account page.
  2. Title is where you can add a title for the media.
  3. Choose File allows you to upload media on your computer.
  4. Alignment is where you can set the alignment of the uploaded media




GPS Capture

GPS Capture adds location information regarding where the form was submitted. Below we give more information about the specifics of GPS Capture:
  1. When the GPS is captured, it will show the location where the form was submitted on a map. Selecting Map View means the map will be an animated map. Selecting Satellite View means the map will be a Satellite map.
  2. Selecting Manual GPS Capture means the person submitting the form will need to click a button to capture the GPS location. Selecting Auto GPS Capture (captures GPS on form Save) means the GPS location will be captured automatically when they submit the form.



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