Forms are made up of several elements, at their highest level they sit within a Form Group, a specific form with an ID and Name (usually linked to the form group) then sits within each form group (there maybe one form, or multiple forms).
Each form is then made up of sections / templates, again this could be a singular section or multiple sections.
The system already has several form sections setup / created to assist you, however if a form section doesn’t exist you will need to create it.
Form sections for a form are created within the Edit Templates area of the Forms landing page.
Once a section has been created it can be added to a created form.
1. From the Forms main landing page, click on the ‘Edit forms’ tab
2. Click on the ‘Edit templates’ button
A list of any current sections that can be selected is displayed, clicking on the play button of any section will allow you to explore that section further as well as amend, delete, or re-name any areas (if it is required).
3. Click on the ‘+ Add Template’ button
4. Add in a section name in the available box
5. Click on the ‘Save’ button
6. Click on the ‘Play button’ of the newly created section to add details of what this section contains
7. Click on the ‘Edit’ button or click on the Section Template Detail section to place the screen into edit mode
There are two areas enabled after the screen is placed into edit mode.
Add Field – gives you the ability to add a single field that can be configured to contain items such as a simple text, multi text field, Aircraft dropdowns, date fields, or single ADREP fields.
Add Entity – gives you the ability to add in groups of ADREP information or blocks of single fields collated as a block of information.
*Note, most of the time it is the Add Field that will be utilised.
Clicking the Add Field button displays an editable box, this will be what is visible on your form
Some of the available selectable options using custom field (not exhaustive)
Areas explained:
8. Click on ‘Add Field’
9. Enter in the details for this field, for example if it is a custom field, the text title of the field, whether the field is mandatory or optional, the type of field required and if you can use it only once or multiple times.
10. Complete the process for the number of required sections that you are creating.
11. Click on the ‘Save’ button