Getting Started #4 - Creating a form template

Document created by Hamish MacMillan on Apr 9, 2018Last modified by Tom Harrison on Jul 29, 2019
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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

  1. In the map viewer click the Add button at the bottom of the Data list and select Add New Template
  2. 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

  1. On the Template tab you can configure the template name, geometry type, and accuracy based logging settings
  2. From the Fields tab you can drag and drop different field types into your form template
  3. 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


Template Layout


Groups and Page Headers can be used to