Data Capture

Introduction to data capturePrefill date fieldsNFC and barcodesView and select records while offlineUse skip logic to display or hide fieldsUse nested fieldsUse Save as DraftProvide permanent help text to usersCopy specific fields in a nested structureDisplay input fields across a pageButtons in forms

Copy specific fields in a nested structure

Nested fields can be used to logically group fields together such as lists with a varying number of items, or forms within forms. There are a number of situations where a nested record needs to be copied, but the end user should be required to re-enter certain data.

Example

A user who is responsible for inspecting the furnishings of a house has multiple bedrooms to inspect. The contents of each room are collected using a Nested Grid, so each piece of furniture is associated with a room. Each of the bedrooms contains many similar items, but the value of each piece of furniture varies, and must be entered. When the inspector clicks on the copy icon in the nested structure, a new record will be added, with the appropriate blank and copied fields.

Instructions

  1. Customize the application
  2. In the Form section, create a new layout by clicking on the '+' sign in the top right corner
    Flowfinity - Copy Specific Fields in a Nested Structure
  3. Provide the layout with an appropriate name (e.g., 'Room copy') and click the 'Save' button
    Flowfinity - Copy Specific Fields in a Nested Structure
  4. Create a new field to contain the rooms and room contents. Select 'Nested grid field' in the 'Field type' dropdown
  5. Click the 'Customize nested form' button
    Flowfinity - Copy Specific Fields in a Nested Structure
  6. Create fields in the nested form. For each of the fields that should NOT be copied when a new item is added, set the 'Included' field attribute to 'No' for the new layout
    Flowfinity - Copy Specific Fields in a Nested Structure
  7. Save the nested form
  8. For the same nested field, set the 'Copy Filter Layout' dropdown to the new layout that you created
    Flowfinity - Copy Specific Fields in a Nested Structure
  9. Save the form, and publish the application

Display input fields across a page

In Flowfinity, fields are usually arranged vertically on a page. When a table view is more suitable for displaying data, you can save space by using a nested grid to arrange the fields horizontally.

Example

A health insurance sales person needs to capture the height of a person in feet and inches.

Instructions

  1. Customize the application requiring the horizontal fields
  2. In the Form section, add a new field
  3. Set the field type to 'Nested Grid'
  4. Change the field attributes in Layout Options to disallow Add, Delete, and Copy. This will allow the user to input only one set of height and width per form submission.
  5. Click on the 'Customize Nested Form' button
    Flowfinity - Display Input Fields Across a Page
  6. Create the fields that need to appear horizontally (e.g., Feet and Inches)
  7. Click on 'Nested Field Properties' at the top, and add the fields you just created. Update the column widths if necessary.
    Flowfinity - Display Input Fields Across a Page
  8. Save the nested field configuration
  9. Click on the 'Prefill Nested Form' button
    Flowfinity - Display Input Fields Across a Page
  10. Click on 'Add' to add a single record. This is necessary to create the single row that will be available to the user. Because you disabled the Add capability in Step 4, the user can only edit exising records, not add them.
    Flowfinity - Display Input Fields Across a Page
  11. Save the form, and publish the application