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

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

Text items are used for entering free text data, either as single or multi-line boxes.

How your Text boxes will look on a device.

How your Text boxes will look on a device.

Main

Main screen for creating/amending a text box
Main screen for creating/amending a text box

Main screen for creating/amending a text box

*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.

Default value

Enter a value that will be inserted without the user doing anything e.g. '0' (zero) for quantity in a supplies list so that only significant entries need to be entered.

Maximum length

Enter the maximum number of characters of text that be entered for this field.

Minimum length

Enter the minimum number of characters of text that be entered for this field.

Force upper case

Text entered will be forced to upper case (capitals).

Force lower case

Text entered will be forced to lower case (no capitals).

Formatting

Formatting a text box.
Formatting a text box

Formatting a text box

Number of lines to display

If a value of more than 1 is entered, the text box shown to the user will have multiple lines. Leave the field blank if you would like a single line text box.

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 a text box.
Advanced features of a text box

Advanced features of a text box

Text snippets list

Text snippets allow for very fast entry of pre-defined text within a text box (particularly with multi-line boxes). Text snippets consist of text defined by an administrator which is input into the text box when the user “right clicks” (tap and hold within the text box). This pre-defined text can optionally contain place-holders or gaps for customisation. Hence standard phrases can be quickly input and, once the snippet is present, the text altered or customised as appropriate.

A text snippets list is a standard list used as elsewhere in the system but with the list entries consisting of, usually, quite long pieces of text.

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.

Special validation module (warning only)

Cross reference

This field is output on reports to cross-reference the information with any relevant legislation etc.

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.

Allow multiple results for this field?

If you wish to have the capability of entering more than one “answer” to a question then you can use this field. If it is checked/ticked then a button will be displayed allowing further responses to be input. The text shown on this button can be specified (see below).
If the number of possible responses is unpredictable then this option is useful. However, it is often simpler to create, say, 3 pre-set items in which the user can enter their data.

Text on button for adding additional results

This option is used in conjunction with “Allow multiple results for this field” and specifies the text shown on the button (for example, “Add response” or “Another value").

Search information for drop-down (advanced)

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.

*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 text box.
Display conditions for a text box

Display conditions for a text box

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.