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

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

Tables can be used to prompt the user to enter information which suits a row/column format. In general, up to 5 columns can be specified, each with an associated heading, percentage width and unique name. A button is shown which allows additional rows to be added to the table. A sixth “column” can be specified (without a % width) which will cause its value to be shown on the line below the current table row (this enables additional information to be shown against a selected row and can act as a visual confirmation of the selection, but it is only displayed for the current row and is removed when a new row is selected)

How your Table might look on a device.

How your Table might look on a device.

Main

Main screen for creating/amending a Table
Main screen for creating/amending a Table

Main screen for creating/amending a Table

*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.

Initial number of rows Specifies how many rows are initially shown in the table. This can be used to save the user from having to repeatedly tap the ‘Add result’. By default there is 1 row in a table.
Disable the adding of rows Tick this box to prevent operators adding rows to the table.
Allow the deletion of rows Tick this box to enable the deletion of rows.
Text on button for adding additional results The wording on a button for additional rows.

Columns

Create/amend columns in a Table.
Adding or amending a column in a table.

Adding or amending a column in a table.

Heading For each column, enter the text to be shown as the column heading. Bear in mind that this should be as abbreviated as possible due to the limited screen sizes on mobile devices.
Width (%) For each column enter the percentage width of the table that is to be allocated to the column (omitting the '%' symbol). This allows sensible formatting of the table. Bear in mind that the total widths of all the columns must add up to 100%.
List name Specify a standard list name in this field if you wish the user to select from a drop-down list rather than enter free text. See “List name” under the Drop-down list item for more details.
Secondary list name (Column 1 only) An additional list can be associated with the first column (eg. maybe it contains an expanded set of products). Usually the secondary list will contain all items in the initial list. This list is not displayed by default but can be enabled by the user by ticking an “enable secondary list” box shown below the table. Once a secondary list has been displayed, it is not possible to revert to the original list.
Text for secondary list (Column 1 only) The text to be shown next to the tick box which enables the secondary list.
Text snippets list See the “Text snippets list” under the Text item for full details. Typical usage would be in cases where, say, a product name is required but may require editing (compare this with a drop-down list where entries cannot be edited).
Template to use (for popups) A secondary template attached to this column.
Display only? (advanced use) Specifies whether the display value associated with the list item can be edited (as, for example, in the case of price lists).
Mandatory Tick this box if completion of this column is mandatory.
Unique name Allocate a unique name to this column.

Column 6

A sixth “column” can be specified (without a % width) which will cause its value to be shown on the line below the current table row (this enables additional information to be shown against a selected row and can act as a visual confirmation of the selection, but it is only displayed for the current row and is removed when a new row is selected). Most items are as detailed above.
A sixth “column” can be specified (without a % width) which will cause its value to be shown on the line below the current table row (this enables additional information to be shown against a selected row and can act as a visual confirmation of the selection, but it is only displayed for the current row and is removed when a new row is selected). Most items are as detailed above.

A sixth “column” can be specified (without a % width) which will cause its value to be shown on the line below the current table row (this enables additional information to be shown against a selected row and can act as a visual confirmation of the selection, but it is only displayed for the current row and is removed when a new row is selected). Most items are as detailed above.

Heading For each column, enter the text to be shown as the column heading. Bear in mind that this should be as abbreviated as possible due to the limited screen sizes on mobile devices.
Width (%) For each column enter the percentage width of the table that is to be allocated to the column (omitting the '%' symbol). This allows sensible formatting of the table. Bear in mind that the total widths of all the columns must add up to 100%.
List name Specify a standard list name in this field if you wish the user to select from a drop-down list rather than enter free text. See “List name” under the Drop-down list item for more details.
Display value associated with list item Specifies a “lookup” value (for instance, price or product name) associated with the selected list entry in a specified column. Values should be specified in the form columnUniqueName:lookupValue where columnUniqueName is the unique name given to the column which contains the relevant drop-down list and lookupValue is one of:

score – the numeric score/value associated with the list entry

$priceList – the price associated with the list entry for the current customer (this involves the use of the customer’s price list attribute, something which is not enabled by default)

attributeName – the name of an additional attribute available on the list in question (this is not enabled by default)

Display only? Specifies whether the display value associated with the list item can be edited (as, for example, in the case of price lists).
Unique name Allocate a unique name to this column.

Defaults

Add/amend parameters for table default entries.
Add/amend parameters for Table default entries.

Add/amend parameters for Table default entries.

Default entries (advanced) A table can be pre-populated with one or more rows of data. These can be specified here.

Advanced

Advanced features of a Tick box.
Advanced features that can be applied to a Table.

Advanced features that can be applied to a Table.

Pre-fill data from job item Select from the drop-down list to format job item (see below) related data in a table.
Item name from device workflow If table data is being populated from a device workflow then specify the name of the workflow item here.
For quantity-related rows, force quantities to be greater than 0 Tick this box if the quantities in the table should be greater than zero - in other words a positive number must be entered.
Force table to take part in calculations In some cases tables are used in calculations, for example in the calculation of totals. will automatically handle most of these cases but this option can be used to force tables to contribute to calcualtions.

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.

Search information for drop-down (advanced)

The first column in a table can have a search button if the column is list-based.

Here you can specify the information that's shown when a search is performed. For example, you could display both a product name and product description.

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.

*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 a Table.
Display conditions that can be applied to a Table.

Display conditions that can be applied to a Table.

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

 

 


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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.