Visit Boris website ItemType - Alternative customer
From Add Item in Template Maintenance select the an Alternative customer item button shown here.

From Add Item in Template Maintenance select the an Alternative customer item button shown here.

Alternative customer allows a customer to be chosen which is not the main customer associated with the form (ie. it is an additional prompt for a customer).

 

This can be useful where an organisation does work for multiple clients at a given premises. In that case the system may be set up to have all locations grouped under one "dummy" customer. A job would be fundamentally assigned based on the location. The alternative customer would then be used to record the client who was to be billed or who requested the work. This setup prevents having to create multiple copies of the same location on the system, one for each customer who has a relationship to that location.

Unable to show how an Alternative customer item might look on a device.

Unable to show how an Alternative customer item might look on a device.

Main

Main screen for creating/amending an Alternative customer item
Main screen for creating/amending an Alternative customer item

Main screen for creating/amending an Alternative customer 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.

Formatting

Formatting options for an Alternative customer item.
Formatting options that can be applied to an Alternative customer item .

Formatting options that can be applied to an Alternative customer item .

Full screen width?

This option is usually used in conjunction with multi-line text boxes, giving the user a full-width long text box in which to enter information. This value overrides any formatting set for the section.

Advanced

Advanced features of an Alternative customer item.
Advanced features that can be applied to an Alternative customer item.

Advanced features that can be applied to an Alternative customer item.

Item name from device workflow

Enter the device workflow (progress of data between forms within the same ‘job’ – ie triggered by preceding form) item name used in previous forms that contains the alternative customer.  This item will need to have been set up as an alternative customer item type – both on current and previous form.

Alternative customer allows device or server user to change the customer for the current location – this is used when multiple customers can be involved in jobs at individual locations but it would be unmanageable to set the system up with each combination of customer and location.
Don't keep previous result when part of a document lifecycle

Tick this box if you DO NOT wish data collected in this template item to be copied to any jobs created directly from the original form.  This is useful for a repeated task (such as booking in/out a rental item or repeated delivery) where the data remains the same but a sign-off is required so this box may be ticked for Date, Surname and Signature.  Please note that if a transformation option is applied to the newly created job, this setting may be over-ruled.

Additional display information for list items
*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 Alternative customer item.
Display conditions that can be applied to an Alternative customer item.

Display conditions that can be applied to an Alternative customer 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.
See Also

Templates

 

 


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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.