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Document - splitting up a form

A document is a way of splitting up a form - usually there is just the one document, but often sets of questions are related to each other (eg bathroom inspection and kitchen inspection) so splitting them into multiple documents makes sense.

The number of documents in a template will depend on the workflow of the job for which is intended. If data will be entered at different stages or times, it is better to split the template into multiple documents to guide the user to work on one at a time. However, if the user will be completing sections in an inconsistent order then it is better to use a single document as only one document can be open on the device at a time and this avoids multiple closing and re-opening.

For example, data collected at the start and at the end of a leasing period needs to be grouped together as one report but would sensibly be split into two related inventory documents. Conversely, an engineer's call-out report might require technical information and photographs as well as parts ordering which may require 'jumping about' as the investigative work progresses.

Main

Enter basic details for your document.
*Name A name that will identify this document, such as 'Bathroom' or 'Kitchen'.
*Description A longer name for the document, suitable for use on reports that may be sent to customers. It also needs to mean something to administrators and device users.
Mandatory

Tick this box if the question is mandatory and leave it blank if it is optional.  This will depend on whether the answer to this question is critical to the data that is being collected, such as signature to confirm customer acceptance.

Unique name

The unique name must be entered for each item and is a mandatory field. The name is used internally and so is not generally of importance. A default value is generated by the system automatically. You may wish to override this value to have a “nicer” name if the field concerned is part of a calculation or if you are exporting the data to another system.

Report tab

Options for document behaviour within a report.
Suppress from report If a document is to be withheld from the final .pdf file, tick this box - ie for internal use only..

Rearrange documents/actions

Click on the 'Rearrange documents' link to see the list as shown on the right.  Drag 'n' drop documents until they are in the order you require.
Drag 'n' drop to rearrange

Drag 'n' drop to rearrange

See Also

 

 


Parts copyright 2014 Boris Software Ltd. Parts copyright 2014 Firetronic Software Ltd. Parts copyright 1998-2014 Cadence Computing Ltd. All Rights Reserved.

Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.