Adding Fields to Dynamic Forms

Bulk Adding Fields

To bulk add multiple Fields to a Section:

In the left preview area, select the desired Section card.

Click Bulk Add.

Enter the list of Field Names that you want to add. You can also copy and paste such a list from, e.g., Excel. Note: If a Field Name exactly matches a predefined Template, then the Field will be prefilled with the Template's properties, e.g., Control Type.

Click Insert.

(Add a Description, etc. if desired. Or do this later when you further Define the Field.)

Click Save.

You will see a preview of the new Fields on the left. Note: You can change the sequence of the Fields by dragging the cards around.

Defining Fields

To further define the Fields that you added:

Select a Field card in the left preview area.

Click Show more to see all the Field properties.

(If desired, change the Sequence number. Note: You can also change the sequence by dragging the cards around in the preview area.)

(If desired, change the Name.)

If desired change the Control Type. You can also do this by selecting a desired predefined Template.

Name and Control Type (and other applicable properties) are prefilled based on the Template.

Add Help Text for the User.

Add a Description to be shown on the Form.

Check Observations to enable users to add their Observations to this Field in the Form.

Use the table shown below to help you further specify the Field's properties.

Click Save when done.

Control Types

See the table below for more information on the different Control Types:

Control Type	Description
Text	The User input will be text.
Checkbox	A checkbox will be shown, which the Users can check.
Option List	If this is selected as Control Type, you well get an additional Lookup field where you can select a lookup list. You can also define a new lookup list. Take Note You can define actions for lookup values, e.g., "Create a CAIR Schedule". This will show as a Recommendation in your Checklist. You can classify specific lookup values as "Issues". This enable IMS to record and track the number of issues (per Stage as well as per ECH).
Numeric	In this case a numeric value can be inputted by the Users. The Multi Value, Decimal Places and UoM fields are applicable to this Control Type, therefore you will also need to define these.
HTML	In this case you can add HTML to the Data Field, for the Users to see. For instance you can add a warning.
Checkbox list	If this is selected as Control Type, you well get an additional Lookup field where you can select a lookup list. You can also define a new lookup list. User will then be able to check multiple values in the list. Take Note You can define actions for lookup values, e.g., "Create a CAIR Schedule". This will show as a Recommendation in your Checklist. You can classify specific lookup values as "Issues". This enable IMS to record and track the number of issues (per Stage as well as per ECH).
Date	The User input type will be a date. Users will also be able to select dates from the calendar.
Radiobutton	You need to select a Lookup for this Control Type. In addition, the Default Value can be set to a value from the selected Lookup. The Input Type can be either Numeric or Text, depending on the selected Lookup. The Multi Value, Decimal Places and UoM fields are applicable to this Control Type. You can also define a new lookup list. There is also a special Checklist layout Style for radio buttons. If selected a different (three column) view is applied to the Checklist. This "Radio Button Answers" style can be selected on the Section level.
Image	In this case an attachment field will show in the Field editor. Here you can add an attachment, which will then be displayed in the Form for the Users to see. See also Adding Images to Dynamic Forms.
Signature	A signature field will be available on the Form, where Users can sign their names.
Attachment	In this case Users will be able to add attachments in the Form.
Text Area	A text area will be added in the Form for User input.
RichText	In this case Rich Text can be inputted by the Users.
Timer	A Timer field can be added to the Form to allow inspector to time certain tests or actions. The Field will contain a Start button which, when pressed, will start a timer. When the Stop button is pressed, the time elapsed will be used as the Field response.
Category list
Searchable option list	See Option List.
Option List per object	You can thus add a Location to the question-answer combination. In case of PEI a Location can be defined as a Part of the Equipment, or a CML. In case of PLSS, the Location can be a Distance, or Inspection Location. See Adding Locations to Question-Answers.
Email	Allows an inspector to send an email directly from the Dynamic Form by clicking on the Send Email button. A lookup must be assigned to the field containing suggested email addresses. Comments can be added prior to sending the email. The email sent will be identified as having been sent by the inspector completing the Checklist.

Other Field properties

See the table below for more information on the other Field properties:

Property	Description
Sequence	This determines the number and order of the Field in the Section.
Name	This is the Field's name as shown on the Form. If, when the Field is was added, the Name exactly matched a predefined Template, then the properties (Control Type, Lookup) from that Template will automatically be selected for this Field.
Control Type	This defines what type of data to display and collect, e.g., "Text", "Numeric", "Signature", "Image", "Option List", etc. If a Template was selected, this will be prefilled with the Template's Control Type. For more information on the different Control Types see Creating new Templates.
Lookup	If an "Option List" or other relevant Control Type was selected, you will get this additional Lookup field where you can select a predefined lookup list. You can also define a new Lookup list. Take Note You can define actions for lookup values, e.g., "Create a CAIR Schedule". This will show as a Recommendation in your Checklist. You can classify specific lookup values as "Issues". This enable IMS to record and track the number of issues (per Stage as well as per ECH). The selected Lookup List will be display below the Field editor (after the Field has been Saved). Be careful when changing any properties of this predefined Lookup list when other Checklists can be impacted. Rather consider defining a new Lookup list in this case.
Help Text	Here you can add a default value for the Field.
Description	Here you can add a description to be shown in the Field.
Observation	If checked, a button will be available in the Field for the User to add an Observation.
Business Logic	You can select "Company", "Date" or "User Name". If one of these are selected, this data will be pulled from the system and the Form will already be prefilled with it. You can also use the "Issue Overview" to show a summary of all Issues on the ECH. See Showing Overview of Issues on ECHs.
Category	There are multiple Categories to select from, e.g., "As Found". The Category will be displayed next to the Field in the Form. You can also add a new Category, by clicking +.
Style	The Style determines the visual appearance of the Field. For instance, if you select "Important" the field will be highlighted in red and if you select "information" the field will have a blue border.
Default Data Bind	Here you can specify to prefill the Field with a specific entity in the IMS data base. For example a specific Equipment Spec. See Defining default spec lookups.
Default Value	Here you can add a default value for the Field.
Alias	Enter an Alias to reference the value of this field in other equations. You can click Generate to create a default value based on the Field's Name.
Calculation	You can use this field to define an equation to calculate an answer. Click on the Calculator button to open the Equation editor. After entering the Equations and clicking OK, you will see a preview in the Calculation Preview area. You can learn more about the Calculator in Formula Editor.
Trigger	This Field was developed for a specific use case and is not functional for most Sites.
Template	When a Template is selected some of the Field properties will be prefilled with the Template's properties: Name, Control Type, and depending on the selected Control Type also: Lookup, Multi Value, Input Type, Decimal Places, and UoM. You can also define a new Template if desired.
Input Type	This cannot be edited. It depends on the selected Control Type.
Hidden	If checked, the Field will not be displayed in the Form.
Multi Value	If checked, the Field will be enabled for multiple values. When Users fill in the Form, they will have the option to click + and add additional values.
Read Only	If checked, the Field will not be editable.
Required	If checked, this Field will be required, i.e., this Field is will now be required to be filled in before a User can move on to a next Stage. The Field will also be highlighted in yellow in the Form.
Decimal Places	Here you can specify a specific number of decimal places, if applicable.
UoM	Here you can select a measurement unit, if applicable.
Hide Lookup on Custom Value	Only applicable for Control Type "Option List" and "Category List". When a User enters custom value, the Lookup List will be hidden, if this option is checked.
Auto select Lookup on Single Value	Only applicable for Control Type "Option List" and "Category List". When this option is checked, then when there is only one remaining options (due to the logic on the Lookup Lists), that option will be auto-selected.
Attachment area	This will show if the Control Type is "Image". You can then add your image here. See Adding Images to Dynamic Forms.
Copy to Schedule Narrative	When this option is selected, answers to Dynamic Forms questions will be copied to the Schedule Narrative in the form: Question: Answer.
Attached Lookup	Enabling this options allows for lookups on an attached object’s field in a Dynamic Form.
Entity Lookup	When this option is selected, it allows your field to look up and interact with other entities in IMS.
Save Attached to DFormData	Selecting this option ensures that the selected category is saved along with the main data form.
Save Back to Attached	This option activates the core "Save Back to Attached" functionality, allowing changes to be saved back to attached entities. It should be selected in combination with Save Attached to DForm Data and Entity Lookup.

Adding a single Field

To add a Field:

In the preview area, select the desired Section card.

Click Add.

Select a Template if desired. This will prefill the Field with the Template's properties.

(If desired, change the Sequence number. Note: You can also change the sequence later by dragging the cards around in the preview area.)

If no Template was selected, then enter a Name and a Control Type.

Click Save.

Then further Define the Field.

Bulk Adding Fields

Defining Fields

Control Types

Other Field properties

Adding a single Field

Adding new Templates

Deleting Fields

What's Next