Appendix C - Field Types

Form Response Field Types

While creating a form, you can add different type of questions / fields in to it. At the moment, the following fields are supported.

Alphanumeric

This field support letters and numbers. It is used to enter names, license number, locations and other brief text entry items. Advanced options include making this a required field, supporting a default value, and more.

Numeric Only

This field is used largely with mobile phones (Surface offers a full keyboard where this is less needed). This will default a smaller device keyboard in the numeric pad mode. Advanced features are similar to Alphanumeric field.

Yes or No

This is one of the common options when creating forms and call reports. These are questions that require a yes or no response. Also support a set of advanced features for formatting and defaults. Yes or No will translate automatically on the device per the programming language the device is set to (you may notice this missing in the language tools; it is handled automatically)

Date

Field to capture (pic and choose) a calendar date. A date field can be created to default to today’s date and be changed to show some future date like a follow up for example. Note, all records are date and time stamped on our server when submitted. This option is NOT needed to note when a record has been created or submitted.

Date / Time

Allows the user to enter a date and time, using the date/time selection control supported by the device.

Timer (Start or End)

This field is to act as a stop watch to automatically calculate elapsed time. Typical usage is to calculate how much time a representative has spent in a store.

Timer field can be of 'Start' type or 'End' type. Start timer can be set only once and cannot be reset. End timer value can be modified. It must be noted that only Global Admins can add 'Timer' field to a form. Earlier, Start and times captured by the system recorded how long the actual call report (form) was open and did not reflect the actual time in store. With Start and End Timer fields, which cannot be removed from the system and are required to be able to submit a call report, the rep should select the Start visit button while entering the store, and the End visit button when they are done with the store visit.

Email Address

Adding email addresses to this section will email a copy of the current call report to that person. It is an easy way to share a report with a store manager or someone else who might want a copy of the work you just performed.

Pre-defined List of Values

Technically a drop down box. When you create a pre-defined list of values, you are setting the user up to only select 1 item from a pick list. Advanced option include items such as selecting one of the items to be a default value, etc.

Multiple-select List of Values

Where multiple options can be selected. Think check boxes; pick more than one. This section also comes with a variety of advance options to choose from.

Large Text Box

Typically used for notes or any place in which you want the user to type longer sentences into the form/call report.

Display Message

These are like labels. This feature allows you to put some basic instructional text within your form or call report. Title it but then enter in your text. This is often instructions or reminders, etc. related to that part of the form.

Phone Number

More of a phone option where we are bringing up the phone key pad to enter in a 10 digit based phone number.

Photo

Select the photo icon to take a picture. You may take more than one photo. If you take 3 or more, the photos you take will display left and right in a scroll box.

Signature/Drawing

Used largely for a Signature (sign using your finger on the screen), the solution captures signatures and saves them as an image.

Website / File Link Button

Within your call report/form. You can create buttons or Links. These buttons can link the user to a website URL or to a resource file added to the REP server. This piece is highly interactive and works in the background with files you loaded in the File Manager. All active resource files in the system will display themselves in a pick list in this section. Title your button as you need that to display, select your file (or type in the website URL) and the user will be able to click on that button on the device side (client app) in their form. The files will be opened with the default reader/player for the file type. Picture files (e.g.  bmp and jpg files) are shown as thumbnails (instead of buttons).

Bar Code

Supported on the phone and potentially coming soon for the Surface, using the camera function, bar codes and other scan formats are supported.