Form Builder Archives - Reportal https://www.reportal-app.com/support/category/form-builder/ An Easy To Use Mobile Forms Solution For Data Collection Tue, 03 Dec 2019 14:25:07 +0000 en-GB hourly 1 How Do I Change Who The Form Is Sent To? https://www.reportal-app.com/support/how-do-i-change-who-the-form-is-sent-to/ Wed, 23 Oct 2019 21:16:41 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=586 All forms submitted by the Reportal app will be stored within the Reportal Admin system, therefore. Any member of staff with Admin Access will be able to view forms submitted by other members of staff.

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]]> Do I Have To Assign a Report To My Forms? https://www.reportal-app.com/support/do-i-have-to-assign-a-report-to-my-forms-2/ Wed, 23 Oct 2019 21:15:42 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=584 Adding a report to a form is optional but recommended if you wish to style and structure the content captured and submitted by the app. If no report is attached to a form, the data captured will be displayed within a simple list format. In some instances this is ideal as the list is very tidy and easy to read. However, if the final result needs to include images, logos and headers, then this structure […]

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]]> What Settings Are Available For Each Input Type In a Form? https://www.reportal-app.com/support/what-settings-are-available-for-each-input-type-in-a-form/ Wed, 23 Oct 2019 21:14:30 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=582 Each input type has unique settings to allow you to refine the data captured by your staff. These include: Input Fields When creating input fields you can set the max length of text, the number of rows in a text box, the maximum size of a number and whether or not the field is required for submission. Image Capture For image capture, you can define the number of images to capture and allow or deny […]

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]]> How Many Forms Can I Create? https://www.reportal-app.com/support/how-many-forms-can-i-create/ Wed, 23 Oct 2019 21:13:34 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=580 As long as you have an active subscription to Reportal you can create as many forms as you want! As per your subscription plan, we only limit the amount of file storage available. Please see How Many Files Can I Upload for more information about storage limits.

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]]> Can I Choose To Only Show a Form Item If Certain Conditions Are Met? https://www.reportal-app.com/support/can-i-choose-to-only-show-a-form-item-if-certain-conditions-are-met/ Wed, 23 Oct 2019 21:12:13 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=578 When creating a form, each form field must first be placed within a container in order to better structure the data. Certain form fields such as dropdowns and checkboxes can be used to control the visibility settings of other containers. For instance, if you have a container with a field named “Manager on site” You can then create another container to capture the managers details. However, this data will be irrelevant if the manager isn’t […]

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]]> What If I Accidentally Delete a Form, Or a Form Item? https://www.reportal-app.com/support/what-if-i-accidentally-delete-a-form-or-a-form-item/ Wed, 23 Oct 2019 21:11:21 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=576 If a form item is deleted then its contents will be lost. However, if you have not yet saved your current changes, you will be able to reload the current form and revert to its previous version. If a form is deleted by accident, then sadly the data will be lost. However, if an admin does click the delete form button, they will need to accept two confirmation popups before deletion takes place. Each confirmation […]

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]]> If I Remove a Form, will previously submitted data be lost? https://www.reportal-app.com/support/if-i-remove-a-form-is-any-previously-submitted-data-still-stored/ Wed, 23 Oct 2019 21:10:15 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=574 No, all reports submitted from the app will be stored within the inbox until they are deleted manually by an authorised admin. We will not delete any messages as we understand that they retain historic value. However, If a form is deleted, then the form and report structure will be lost.

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]]> How Do I Add, Edit and Remove a Form Item? https://www.reportal-app.com/support/how-do-i-add-edit-and-remove-a-form-item/ Wed, 23 Oct 2019 21:09:11 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=572 With ease! Once a container has been created you can begin to add the input fields you require. This is done simply by clicking the add component button within the container. Once clicked you will be presented with a selection of form field types, each providing settings to ensure you capture the correct data. Once added, you will see the field within the container, you can move the field’s position or to another container by […]

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]]> How Do I Change The Order Of The Form Items? https://www.reportal-app.com/support/how-do-i-change-the-order-of-the-form-items/ Wed, 23 Oct 2019 21:08:17 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=570 Changing the order of form items is very simple. First scroll to the item you wish to move, then click and hold the left mouse button over the orange drag handle located to the left of the field. The field will now move with your mouse therefore allowing you to drop the field into a different location by releasing the left mouse button.

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]]> How Do I Assign a Form To a Team? https://www.reportal-app.com/support/how-do-i-assign-a-form-to-a-team/ Wed, 23 Oct 2019 21:06:58 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=568 Before you can save your form, you first need to assign it to a team, this process is very simple. At the top of the form you will see the form’s title on the left and the save button to the right. Below the title there is a dropdown labelled “Assigned Teams”. Simply click the dropdown and select the teams that you want the form to be assigned to and voila!

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