Visit Boris website Item Type - Action button
From Add Item in Template Maintenance select the Action buttons button shown here.

From Add Item in Template Maintenance select the Action buttons button shown here.

Up to 4 Action Buttons can be added as part of an action button item. Each button has a text caption and an action such as "Save and release form", "Report back date/time" or "Launch a sat nav application". Some of these items require additional options to be specified.

Unable to show how an Action buttons item might look on a device.

Unable to show how an Action buttons item might look on a device.

Main

Main screen for creating/amending an Action buttons item
Main screen for creating/amending an Action buttons item

Main screen for creating/amending an Action buttons item

*Question This is the text “label” that is specifying the information that needs to be entered or the question to be answered. Although this is not necessarily a question in all cases, Question is used as the general term to cover the text shown next to an input field. The text should be as short as possible whilst still being self-explanatory. Over-long questions take up a lot of space on PDA screens with their restricted size, so try and make them concise. This text should be an aid to help guide the user through the screen. Any more explanatory text can be made available as “Auditor’s notes” or “Full question text”.
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.

Buttons 1-4

Options for configuring the buttons in an Action buttons item.
Options for configuring the buttons in an Action buttons item .

Options for configuring the buttons in an Action buttons item .

Text The text to be shown on the button. This indicates to the user what the button is for so should be meaningful. If a button is not required then leave the text blank.
*Type of button

Report back date/time - sends the text back to the server with the associated text (eg "On way 10:45 16/12/09").

Report back additional form details - collects further data in a popup window (specified below) and sends it back to the server.

Sat nav - takes the postcode from the data item specified below and sends it to a third party sat nav.

Save and release form - saves the current form and releases it to the server for editting.

Web link -

Payment via web - this option requires custom programming on your system

Template to use (for popups) Select a template from the drop-down list to associate with 'report back additional form details' type buttons.
Lookup field (for sat nav) Unique name of field containing the postcode.
Unique Name Messages sent back to the server are associated with the unique name of the button for audit/tracking purposes.

Advanced

Advanced features of an Action buttons item.
Advanced features that can be applied to an Action buttons item.

Advanced features that can be applied to an Action buttons item.

Buttons are in sequence If this option is selected then the buttons can only be selected in sequence. All available buttons will be shown but initially only the first button will be enabled. Once it has been tapped and any associated action performed, it will be disabled and the second button will be enabled. And so on.

Auditor's notes

If you wish to offer the end-user guidance and direction on how to answer a question then use the Auditor’s notes field. This allows you to input any necessary text expanding on the basic question. For the end-user, the auditor’s notes are available via the “right click” option on the device – tap and hold the stylus on the question text.

Full question (for report)

The question text mentioned above should be framed in such a way as to indicate to the user the information that needs to be input. However, when this information is output on a report via the web site or a PDF additional wording may well be required. Use this field to phrase the original question in a way suitable for the report.

*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.

Display conditions (advanced)

Display conditions for an Action buttons item.
Display conditions that can be applied to an Action buttons item.

Display conditions that can be applied to an Action buttons item.

Only show when the following condition is true (1) Enter a conditional statement that affects whether the input item is displayed on the device such as whether a previous answer has been yes or no.
Only show when the following condition is true (2) Enter a conditional statement that affects whether the input item is displayed on the device such as whether a previous answer has been yes or no.
Record results when section isn't displayed Tick this box if you wish results to be recorded when section isn't displayed.

 

 


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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.