FORM BUILDING 102 - Zerion Software · PDF fileCreating Intelligent Forms. ... • upload...
Transcript of FORM BUILDING 102 - Zerion Software · PDF fileCreating Intelligent Forms. ... • upload...
October 26, 2016
Presenter: Jonathan Hsu [email protected]
Host: Berit Johannessen [email protected]
FORM BUILDING 102
Data Collection for Project Managers11/16/16
Announcements
News & Upcoming Events
Form Builder
Special Topic: Zerion End-to-End Solutions11/9/16
Free Accounts Deadline12/1/16
Data Management and Integration12/7/16
11/1/16
Announcements
www.zerionsoftware.com www.iformbuilder.com
Customer Success Center
About Webinar
• Overview of Smart Controls
• Review and Plan Our Project
• Implement Smart Controls
SMART CONTROLS
Creating Intelligent Forms
What are Smart Controls?
Restrict Visibility
Skip Logic
Pre-Fill Element Fields
Meaningful Feedback
Reduce Error
Lookup Table
What are Smart Controls?
Dynamic Values allow an element to...
• have a default value • base its value on another
element
Tips and Tricks: • refer to elements using
their DCN • use Date() for the Date or
Time elements
For more resources... • JavaScript Tips & Tricks • Date Object Reference
Dynamic Value
Smart Table Search
Page-Level JavaScript
Condition Value
Client Validation
What are Smart Controls?
Condition Values enable... • an element to be hidden
so it cannot be altered • skip logic based on other
form values
Tips and Tricks: • use false to hide an
element • use ZCDisplayKey for
option list functions
For more resources... • Using Condition Values • Skip Logic
Dynamic Value
Smart Table Search
Page-Level JavaScript
Condition Value
Client Validation
Smart Table Search
Page-Level JavaScript
What are Smart Controls?
Dynamic Value
Condition Value
Client Validation
Client Validation helps... • prevent incorrect inputs • instruct data collectors
Tips and Tricks: • message text must be
nested between quotes • not supported by
localization
For more resources... • Using Client Validation • Date Validation • Email Validation
What are Smart Controls?
Smart Table Search allows the form to look up values from a local database.
Tips and Tricks: • behaves as a Pick List • use Element Ref ID 1 DISABLE_LIST for old behavior
• upload lookup data as a CSV file
For more resources... • Lookup Table Article • Smart Table Picklist
Dynamic Value
Smart Table Search
Page-Level JavaScript
Condition Value
Client Validation
What are Smart Controls?
Use Page-level JavaScript for... • defining custom functions • writing large blocks for
smart controls
Tips and Tricks: • insert in the upper-most
parent form • make a function to repeat
the same calculation
For more resources... • JavaScript Introduction
Dynamic Value
Smart Table Search
Page-Level JavaScript
Condition Value
Client Validation
Additional InformationUse ||, &&, ! when writing Smart Controls
score == 1 || score == 2 // score is equal to 1 or 2 score > 0 and score <= 100 // score is from 1 through 100 score != 5 // score is not equal to 5
ARTICLESDynamic Label Passing Data From Parent to Subform Round Numbers to 2 Decimal Places iFormBuilder Reference IDs Subform Aggregation Calculate Age From Date Element
TOOLSW3Schools.com JSFiddle
PROJECT PLANNING
Planning the Enhancement of Our Forms
Elevator Inspection [Basic]
Building InformationSubform
Elevator InspectionParent
Inside of CarSubform
https://824b303814e0aca2625f-433f1b7371f78afb86628dcbc03981c9.ssl.cf3.rackcdn.com/zeriontest/461881/BasicElevatorInspection/field_16486806345811032005de0.json
Elevator Inspection [Enhanced]
Parent FormBuilt-in Functions to Access User InformationDynamic Value to Auto-Populate a Read-Only ElementSkip Logic Based on an Option List
Building InformationClient Validation For Unit Speed and CapacityMeaningful Feedback When Incorrect
Car InspectionPage-Level JavaScript to Calculate Inspection ScoresCondition Value to Control Visibility
List of Form Enhancements
SMART CONTROLS: PART I
Enhancing the Elevator Inspection Parent Form
iFormBuilder Built-In Functions
Article on Built-In Functions _
Dynamically Default to the Current Date
Skip Logic Using Option Lists
Article on ZCDisplayKey / ZCDisplayValue _
SMART CONTROLS: PART II
Enhancing the Building Information Subform
Adding Client-Validation
Remember to put plain text inside quotation marks
Indicate the location of the element _
Adding Client-Validation
Use the + sign to join two strings together
Convert data types when necessary _
SMART CONTROLS: PART III
Enhancing the Car Inspection Subform
Page-Level JS, Dynamic & Conditional Values
Page-Level JavaScript
Link to the Page-Level JavaScript Function _
Page-Level JS & Dynamic Values
Link to Form Package For Importing _
Support
Webinars
Customer Success Center
iFormBuilder Academy
Community
Release Notes
Project Services
In the next 48 hours, you will receive an email with access to:• Recording Of Session• Session PDF• Form Packages - Link
THANK YOU