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Best Practices in Building a Form
Host: Ryan Coleman [email protected]
Presenter: Berit Johannessen [email protected]
IFORMBUILDER• Android Release (Mapping
and Management)
• Esri Integration
• Integration (Hardware & Software)
• iFormBuilder Academy & Support Options
TRAINING TOPICS
Best Practices for Form Building
Form Building Golden Rules
Different Element Input Types
Building a Form- Demo & Walk-Thru*
Review & Closing
* Open up your Form Builder account to participate & build a form.
BEST PRACTICES FOR FORM BUILDING• Use a naming convention for all forms. (_parent and _child)
• Have device handy while building forms.
• Clean Local Database in iForm app if something doesn’t look right on form.
• Test on all device types before going live.
• Open multiple browser windows for convenience.
• Add *Required Fields once form is complete.
• Remember, only the parent form needs to be assigned.
• Follow iFormBuilder Golden Rules.
BEST PRACTICES FOR FORM BUILDING
• What devices will the end-users be using?
• What naming convention do I use for this form and option list?
• How should I structure the form? Are there going to be subforms? Where can I split up my form into different subforms?
• What element input types should I use for each question?
• Where can I add form functionality (Smart Controls) to cut down on human error?
Form Building Decisions
• Number of inputs per form without logic (recommended guideline) • iPod Touch 3rd Gen- 35 • iPod Touch 4th Gen- 50 • iPod Touch 5th Gen - 100
• iPhone 3GS - 35 • iPhone 4 - 50 • iPhone 4S - 100 • iPhone 5 -100
• iPad 1 - 40 • iPad 2 - 75 • iPad 3 - 100 • iPad 4 - 100 • iPad Mini - 100
BEST PRACTICES FOR FORM BUILDINGBetter to break form into subforms rather than using a long form.
BEST PRACTICES FOR FORM BUILDING
Build for device type.
Build for smallest device.
Differences Features between iOS & Android Devices
1. Test before going live. 2. Unique Data Column Names that are database
friendly.* 3. DO NOT change Input Type, Data Size, or
Encryption for an element on a live form. IT WILL DELETE DATA.
4. If no longer using an element, do not delete make “Disabled”
* IF DCN is not friendly, form will not save. Refresh window, add element again, uncheck “based on Label” and change DCN.
DIFFERENT ELEMENT INPUT TYPESAttachment Image Pick List (Option
List)Socket* Unique ID
Assign to Image Label Phone Number Sound Zip
BlueTherm Temp Prob*
Label Range SSN Esri
Date Linea Pro* Read-Only Subform
Date-Time MagStrip Red-Laser Text
Divider Manatee Works*
RFID Text Area
Drawing Multi-Select (Option List)
Select (Option List)
Time
Email Number Signature Toggle
*Integrated Software or Hardware
Option ListsDIFFERENT ELEMENT INPUT TYPES
Select - Pick-List - Multi-Select
Option List Manager Advanced - Key Values need to be unique - Add functionality for “Smart Option Lists” Icon URL - Add image icons to option list text
MaskingDIFFERENT ELEMENT INPUT TYPES
Elements with Masking • SSN: ###-##-#### • Zip Code: #####-9999 • Phone Number: (###) ###-####
Customizing a Mask # - Only allow for Numerical Input. A - Allows for entry of Character and Numerical Input. ? - Only allow for entry of Character Input. 9- Optional Numerical Value. Example of Other Use Case SSN for Birthdate (MM-DD-YYYY) ##-##-####
DIFFERENT ELEMENT INPUT TYPESSmart Paging: Using Subforms
Naming Convention: Example:
berits_form_parent berits_form_food_child berits_form_travel_child berits_form_hotelstay_child
Data View: (XLS FEED Example) Differences with Link Mode: Single Vs. Multiple On Page Table View Vs. Separate Table View
BUILDING A FORMDemo & Walk-Thru
Form Fields
Full NameToday’s DateEmail AddressUniversity Building Inspection • Location of Building (Campus) • Building Name • Building Number • Reason for Inspection • Is there a need for a follow-up this week? (Yes/No) • Photo(s) of BuildingIs Inspection Complete? Who needs to be assigned the form?Signature
BUILDING A FORMCut down on human error by applying Functionality/Smart Controls or Smart
Table Search to * elements
Form Fields
Full Name*Today’s Date*Email AddressUniversity Building Inspection • Location of Building (Campus)* • Building Name* • Building Number* • Reason for Inspection • Is there a need for a follow-up this week? (Yes/No) • Photo(s) of BuildingIs Inspection Complete? Who needs to be assigned the form?Signature
CLOSINGNext Session Wednesday, August 27 at 4PM EST Form Builder 102: Building "Smart" Forms !View Recordings Recorded Training Sessions
Support Options Implementation Support Training Courses KickStart Training Program !Contact Us! Ryan Coleman Berit Johannessen