May 25, 2016

Training Webinar Series

Host: Kevin Ellisonkellison@zerionsoftware.com

Presenter: Berit Johannessenbjohannessen@zerionsoftware.com

✦ iFormBuilder Support ✦ Best Practices for Form Building ✦ Form Building Golden Rules ✦ Building a Form ✦ Sneak Peak at Form Builder 2.0 ✦ Q/A

About Session

iFormBuilder Support

Customer Success Center & Chat with an agent

Community Forum

Project Services

Download iFormBuilder E-Books: https://www.iformbuilder.com/ebooks/

Release Notes iFormBuilder Training

Form Builder Certification

Live Webinars

BEST PRACTICES FOR FORM BUILDINGSuccessfully building forms in Form Builder.

Best Practices

Initial Project Considerations• What devices will the end-users have access

to?

• What naming convention do I use for this form and option list?

• How should I structure the form? Are there going to be subforms? Where can I split up my form into different subforms?

• What element input types should I use for each question?

• Where can I add form functionality (Smart Controls) to cut down on human error and input?

Widget

Input Type

Input

Element

= Same Thing!

When you see…..

Form Building Best Practices

Use naming convention in Table Name

Example: parent_form_name_p parent_form_name_subform_name_c

Un-Check “Based on Label”

Form Building Best PracticesBuild for device type.

Build for smallest device.

Differences Features between iOS & Android Devices

Form Building Best Practices

Creates different sections in the form. Groups data separate from parent form. Allows users to take 1-many records in a subform Can create a “Photo” subform to allow for multiple pictures to be taken.

Add Subforms. Subforms are any forms that you want attached to a parent form.

Simplify Form Identification with Reference ID 5

Adjust the color scheme for how each form displays in the Form Menu. There are 5 different ways you can customize the look of the form view. PLEASE NOTE: If adding more than one code be sure to enter a semicolon ; after each code.

EXAMPLE: FORMBRANDING_FORMLABELCOLOR=#008BDC; FORMBRANDING_RECORDSTATUSCOLOR=# F29171;FORMBRANDING_INFOTEXTCOLOR=#89655A; FORMBRANDING_INFOBARCOLOR=#F29171; FORMBRANDING_BORDERCOLOR=#89655A;

Reference ID 5Description Reference ID Example

Color of Form Label Text

FORMBRANDING_FORMLABELCOLOR={hexvalue};

FORMBRANDING_FORMLABELCOLOR=#008BDC;

Color of Record Status Icons

FORMBRANDING_RECORDSTATUSCOLOR={hexvalue};

FORMBRANDING_RECORDSTATUSCOLOR=#F29171;

Color of ( i ) Info Button

FORMBRANDING_INFOTEXTCOLOR={hexvalue};

FORMBRANDING_INFOTEXTCOLOR=#89655A;

Color of bottom border and area surrounding ( i )

FORMBRANDING_INFOBARCOLOR={hexvalue};

FORMBRANDING_INFOBARCOLOR=#F29171;

Color of entire border and area surrounding ( i )

FORMBRANDING_BORDERCOLOR={hexvalue};

FORMBRANDING_BORDERCOLOR=#89655A;

Form Building Best Practices• Have device handy while building forms. • Open multiple browser windows to eliminate error when copying

data column names. • All forms you create are automatically assigned to your username.

You may want to un-assign collect right for subforms. • Limit Amount of Elements on Parent Form. • Add a “Description” to fields with longer, more in-depth directions. • Include directions to users when creating a unique workflow, i.e.

with Subforms and SUBFORM_BATCH_MODE. • Follow Form Builder Golden Rules!

1. Test before going live.  2. Unique Data Column Names that are database

friendly.* 3. DO NOT change Input Type, Data Size, or

Encryption for an element on a live form. IT WILL DELETE DATA.

4. If no longer using an element, do not delete make “Disabled”

* 2. IF DCN is not friendly, refresh webpage, uncheck “Based on Label” and change DCN.

1. Test before going live.  2. Unique Data Column Names that are database

friendly.* 3. DO NOT change Input Type, Data Size, or

Encryption for an element on a live form. IT WILL DELETE DATA.

4. If no longer using an element, do not delete make “Disabled”

1. Test before going live.2. Unique Data Column Names (DCN) that are database friendly.

(Reserved Word List)3. DO NOT change Input Type, Data Size or Encryption of an element

on a live form. IT WILL DELETE DATA. *

*3. If you are no longer using an element on a live form, or need to change the Input Type, Data Size or Encryption, check the “Disable” box in the Input Properties. If changing the element, duplicate the Disabled element and make changes to the duplication.

Building a Form

Edit Form Properties Page

Form Label: What the user see’s on their device. Table Name: Name displayed in Form Builder (Uncheck “Based on Label” box to use a naming convention)Description: Displayed in iForm info button on iOS8 forms.Form Icon: Displayed in iForm App for form.URL: URL of icon to be displayed in iForm App for form.

Edit Form Properties Page

Reference ID 1-5: Configurations for form in iForm App. Reference ID Overview & Custom Form Menu Colors (Discussed in more detail in following slides.)Label Icons URL: Place URL path for adding images or icons to a form. Page Level JavaScript: Place JavaScript statements in Page Level JavaScript area when they apply to more than one element or if it is longer scripting.

Reference ID 2 (Most Used)

DISPLAYFIELD=0,1,2-(Shows data from specified fields in record view. The numbers represent the element index with the first element always beginning with 0) ***Note: When using this feature do not reference an element index value larger than the max element index on the form or you will not be able view data in record view. SORTFIELD=0,1,2-The primary difference is that SORTFIELD will display and sort the record view of forms (including subforms) according to the element indexes that are defined. If you define more than one element index value then the rows are sorted in that order by the criteria specified. For instance, if an element “first name” has index of 0, and you apply “SORTFIELD=0” in Ref ID2, records will be sorted alphabetically according to the input for “first name” in the record view on the device.

EXAMPLES:DISPLAYFIELD=0,1,2SORTFIELD=0,1,2DISPLAYFIELD=0,1,2;SORTFIELD=0,1,2 (Ascending)SORTFIELD= 0,1D,2 (Ascending by 1st column, if same then Descending by 2nd column) SORTFIELD= 0D

Configure what fields are being displayed in list view.

Creating a New Form

Understanding and Adding Input Types

Building a FormCommon: Label & Data Column Name (DCN)Input Properties: Select Input Type, Setting, Custom KeyboardOption List Manager: Add Options and Advanced Conditional StatementsSmart Paging: Options when adding a subformSmart Controls & Smart Table Search: (Discussed in Session 2)Reference ID: Customize Report views with Element Reference ID’s.Info: Element Input Types Information (Index Value)

iFormBuilder Input Types3rd Party Drawing MagStrip Select (Option

List)Time

Attachment Email Manatee Works* Signature Timer

Assign to ESRI Multi-Select (Option List)

Socket* Toggle

BlueTherm Temp Prob*

Image Number Sound Unique ID

Counter Image Label Pick List (Option List)

SSN URL Scheme

Date Label Phone Number Subform ZIP

Date-Time Linea Pro* Range Text

Divider Location Read-Only Text Area

*Integrated Software or HardwareLearn more about each Element Input Type.

Read-Only Tick Box Vs. Read-Only Input Type

*Most workflows will only use the Read-Only Widget and have no use for the Read-Only Tick Box.

Design Device Develop Deploy Data

Input Properties

“Read-Only” check box

Vs.

“Read-Only” input type

- When using hard returns to dynamically populate a large list in a Text element.

- When text is being manipulated by dynamic values.

When to use:

Using Masking Input TypesElements with MaskingSSN: ###-##-#### Zip Code: #####-9999 Phone Number: (###) ###-####

Customizing a Mask# - Only allow for Numerical Input. A - Allows for entry of Character and Numerical Input. ? - Only allow for entry of Character Input. 9 - Optional Numerical Value. a - Optional alpha character.

Example of Other Use CaseSSN for Birthdate (MM-DD-YYYY) ##-##-####

Masking Widgets can come in handy for more than what they are just designed for!

Elements with Masking •  SSN: ###-##-#### •  Zip Code: #####-9999 •  Phone Number: (###) ###-####

Customizing a Mask # - Only allow for Numerical Input. A - Allows for entry of Character and Numerical Input. ? - Only allow for entry of Character Input. 9- Optional Numerical Value. Example of Other Use Case SSN for Birthdate (MM-DD-YYYY) ##-##-####

Option Lists

Option List Manager+ Adds a new Option List at top of list titled # My Option List.Advanced- Key Values need to be unique and can be edited.- Add functionality for “Segmented Option Lists” Icon URL- Add image icons to option list text (Not available on Android).

Select - Pick-List - Multi-Select

• Option Lists are universal in an account. Editing the option list will make changes to all forms that are assigned the list.

• Option lists are used for SELECT, PICK LIST, MULTI-SELECT, and EMAIL input types.

Option List FAQ’s

How to Edit a “Live” Option List• Add NEW options to bottom of list. • Place false in Condition Value to

hide an option if no longer in use (and true where the list should show again).

Removing Options will delete all data previously collected.

Understanding Option List Data• Data Views will always show the label of a response. • XLS, XLS+ Feeds will show the index value of response. • XML, JSON, RSS and ATOM Feeds will show the KeyValue

SubformsA subform (Child Form) is an independent form that has been attached to another form (Parent Form).

Not seeing your form in the list? If you recently created the subform (or created it while the parent form was open) and you do not see it in the Smart Paging List, re-open the form to see the latest list.

Select “Subform” for the Input Type. In Smart Paging, select the form you would like as the subform.

Link Mode:Single: Allows for only one submission. Multiple: Allows for unlimited amount of submissions.

Separate Table View: Shows records in a separate table instead of the subform element on the Parent form.

Element Reference ID’s

Specific Input Type Reference ID’s• SUBFORM_BATCH_MODE : Upon pressing done on a multi-paging subform, it will open up a

new subform record. When you are finished adding subform records, press cancel to return to the parent form.

• PHOTO_LIBRARY_DISABLED : Limits the Image and Drawing widget to only leverage the camera .

• CAMERA_DISABLED :Limits the Image and Drawing widget to only leverage the image library. • COUNTER_STEPVALUE=X : Changes the Counter widget’s value (where X equals the number

you want to increase the count by)

Reporting Reference ID’s• ELEMENT_SKIP_REPORT : Element will

not show up on your reports PDF, Excel, etc • ELEMENT_REPORT : Will print "Label"

widget on PDF and E-mail reports • ELEMENT_SKIP_EMAIL_PDF : Element

will not show on PDF Reports and Email Reports but will show in Data Views and Data Feeds

Form Builder 2.0

Thank you!

In the next 48 hours, you will receive an email with a link to a webpage with:

• Recording of session.• Session PDF.• Form Package.