Getting Started #4 - Creating a form template
In an earlier document we talked about how to use a map workspace in Connect to create a TerraFlex project (Getting Started #2 - Creating TerraFlex projects). In this document we will cover how to create a form template within a TerraFlex project that can be used to collect data in TerraFlex.
What is a form template?
Form templates are used to define the information you want to collect in your form using TerraFlex. Typically templates are set up to capture information about real world objects or assets, or to capture information about locations that have been investigated or inspected.
Creating a form template
- In the map viewer click the button at the bottom of the Data list and select Add New Template
- This will launch the Template Editor
The Template Editor
In the template editor there are three different tabs on the left hand side which control different options
- On the Template tab you can configure the template name, geometry type, and accuracy based logging settings
- From the Fields tab you can drag and drop different field types into your form template
- On the Rules tab you can set up conditional behavior for enabling and disabling fields in your form template
Building your template
Once you have set the name and geometry type for your template, the next step is to start adding in the fields for the information you want to capture.
The template editor allows you to drag different field types from the Fields tab and drop them into your template. The template editor supports the following field types:
Text - Text fields can store standard text and numeric values
Number - Number fields can store numeric values, with options for the number of decimal places to be stored, and a range that values must be between
Length - Length fields display a label on the field to help communicate what unit the value should be entered in
Angle - Angle fields display a ° label on the field to help communicate what unit the value should be entered in
Yes/No - Binary field with Yes and No options
Choice - Choice fields give users the option to pick from a per-defined list of values. Choice fields can be single or multi choice
Date - Date fields enable users to pick a date value
Barcode - Barcode fields use the camera on Android and iOS devices to scan barcodes and store the value
Signatures - Signature fields give a canvas users can sign their name on
Camera - Camera fields can store images captured using the camera on the device
Groups and Page Headers can be used to