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Templates

Templates in Boris are used to define what data is to be collected on a mobile device form. Every implementation of Boris needs at least one template and some systems use 50 or more.
Forms to be completed on the device can be initiated by the device user (using the “New Form” option and selecting a template) or by an office user initiating a job which has a template associated with it.  The same template can be used for either initiation.
A template consists of one (or more) documents. A document has one or more Pages of questions, a Page being simply of way of breaking up the form into manageable chunks. Each Page in turn has one or more Sections. Each Section has a heading and one or more Template Items.  See Boris Hierarchy Explained
Template items are individual questions/answers or pieces of information to display. They can be simple Text items, Drop-down lists, Tick (check) boxes, Display information from an associated job, links to documents, options to take Photos etc.  See Item type.
Additionally the template can contain automated actions to initiate at each status.  This might be “when a form is received from the device, e-mail a PDF of the form to the customer” or something like “when a form is finished on the device, add specified items to a daily summary”.  See Template action.
Template settings control editing options for any form using that template: whether the form can be saved as incomplete and then edited, whether it can be deleted by the user, whether it can be edited on the web site after submission etc.  See Editing rules.
Forms submitted from a device are referred to as reports and can be viewed in report lists, filtered depending on their status.  These lists can be customised within the template, including additional information and overriding default display items such as the customer.  See Report lists.
The PDF and Excel report formats associated with a template are also specified through the template settings.  See Concept - PDFs and Concepts - Export to Excel
See Also

Templates

 

 


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