iFormBuilder Essentials for Project Managers Presenter: Berit Johannessen [email protected] iFormBuilder Special Topic Webinar Series Host: Elaheh Eghbal [email protected]
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iFormBuilder Essentials for Project Managers
Presenter: Berit Johannessen [email protected]
iFormBuilder Special Topic Webinar Series
Host: Elaheh Eghbal [email protected]
TopicsSteps to
Increase
Make
Get the most out of the
Simplify Account Management
Understanding & Instructing others is the KEY to success!
Users Forms
Devices
ProfileData
Simplify Account Management
Improve Company Profile Management by: • Updating Company Info and include accurate
Timezone • Use Media Storage and Storage Path • Customize PDF and HTML Reports
Profile
Simplify Account Management
Make sure all users know how to: • Download the iForm App • Change and update App Preferences and
Settings • Log in/Out of the iForm App • Delete unneeded Records • How to Sync Devices to Cloud • Are aware of the Record Status icons.
Devices Instruct Users on the iForm App
iForm App PreferencesiOS & ANDROID have the same Settings and Preference Configurations, where they are located differs from platform to platform.
1. Close iForm App from background of device.
2. Open the device’s Preferences.
3. Locate and select the iForm App.
iOS
1. Open the iForm App.
2. Tap the gear __ icon on the top left corner.
3. Tap the Settings button on bottom left corner.
4. Tap “Advanced Settings
ANDROID
iForm App Settings
A username can be logged in to at most 3 devices. If more, will receive error message. Users need to Log-out to free up the username License.
Data Collection: Record Status IconsRecord was successfully uploaded to the server.
Record(s) have been downloaded to the device.
Record is incomplete and is saved as a draft on the device.
Record is complete and is ready to be synced.
Record is partially synced with the server and needs to be re-synced when there is better connectivity.
Simplify Account Management
Improve User Management by: • Sending Notifications • Informing users about License Model • Advising users on Device Password
Security (How to avoid being locked out of the iFormBuilder System)
• User Groups
Users
License Model
In the “License” section of under the Company tab you can: • See how many licenses a user
currently has active • Delete a users licenses to “free up” • Remote wipe a device to clear all
iForm Data • View amount of Licenses Remaining • View Monthly Transaction Log
Add/Edit Users✦ Use correct Email address as this is what is used for
resetting passwords. ✦ iFormBuilder Built-in Functions use First Name, Last Name
and Email address and are CASE SENSITIVE. ✦ Location to Unlock Username.
Add/Edit UsersUser Role Rights Assigned Description of Access
End-User None • Edit and view their “My Profile”
Form Builder √ Right to Create Forms
• Create forms.• Can NOT make changes to forms created by
other users. • Do NOT have access to assign a form. • Edit and view their “My Profile”
Company Admin
√ Company Admin • Ability to add/edit users• Assign forms to users• Create and manage Form Groups and User
Groups• Send notifications to users devices• Edit company info.
FormBuilder & Company Admin
√ Right to Create Forms√ Company Admin
• Access to all the Form Builder Rights & Admin Rights.
• Access to all forms created within the company profile.
Add/Edit UsersA
dm
in
Form
Bu
ild
er
Add/Edit UsersUNLOCK USERNAME Unlock a Username that has failed to put in the correct password on their device 11x.
User GroupUser Groups give you the ability to clump users together who will be assigned the same forms. ✦ A user can be a part of multiple groups.
Helpful Hint: identify it faster when assigning forms.
Simplify Account ManagementImprove Form Management by: • Form Groups • POST Data • Email Alerts • Language Localization • Scoring • Form Building Standards & Best
Practices
Forms
Form Assignment
Form Permissions: • Collect: • View:
“Manage” view.• User Groups:
the naming convention comes in handy.
In Form Assignment, select a Parent Form or Form Group to assign.
Simplify Account Management
In Form Assignment; Email Alert: receive an email with an HTML record every time a new record is submitted.
FormsKnow Right Away When a Record is Submitted
Simplify Account Management
Save Time and See Data in Other Web services Every Time a Record is Submitted.
Forms
POST Data URL Details
POST DATA: Name: Name of the POST serviceEndpoint URL: Post Data Format:Post Body Content Type: Format Error Email: Notification Email: has not exceeded maximum number of tries for Guaranteed Delivery.Guaranteed Delivery: option turned on, when a POST request fails to reach the destination, it will be returned to a queue and will try again with the following schedule (1 minute, 5 minutes, 30 minutes, 6 hours, 24 hours)
Forms
Simplify Account Management
• Localization allows you to add translations to forms to meet the native tongue of the users.
• When devices are set to that language, users will see the translations.
• It supports all languages that iOS supports. • Can have each form in as many languages as needed.
FormsAdd Multiple Translations to a single form through Localization
Simplify Account Management
• Add a Scoring to forms option lists to receive a scored report in the Data.
• Weights of questions and responses can be updated at any time. • Quickly see if users pass/fail inspections etc.
Forms Score Reports in iFormBuilder
Simplify Account Management
Package Builderselection of form(s) to be downloaded as JSON files and saved.
Package Importfiles to be imported as forms. These can be forms that had been exported from Package Builder, but can also come from other sources.
Click here to view Customer Success Article on Form Packages
FormsForm Packages for easier sharing and/or form back-ups.
Simplify Account Management
• Create/ Find the Form Builder Champion • Follow Form Building Golden Rules • Use Best Practices when Updating Option Lists • Use Naming Conventions • Cut down on Data Entry using Smart Controls in
forms.
FormsSet Standards for the Best Form Results
Form Building StandardsForm Building Steps for Success
Initial Project Considerations• What devices will the end-users have access to?
• What naming convention do I use for this form and option list?
• How should I structure the form? Are there going to be subforms? Where can I split up my form into different subforms?
• What element input types should I use for each question?
• Where can I add form functionality (Smart Controls) to cut down on human error and input
Form Building Best Practices
Use naming convention in Table Name
Example: parent_form_name_p parent_form_name_subform_name_c
Un-Check “Based on Label”
Form Building Best PracticesBuild for device type.
Build for smallest device.
Differences Features between iOS & Android Devices
Form Building Best Practices
Creates different sections in the form. Groups data separate from parent form. Allows users to take 1-many records in a subform Can create a “Photo” subform to allow for multiple pictures to be taken.
Add Subforms. Subforms are any forms that you want attached to a parent form.
Form Building Best Practices
• Have device handy while building forms. • Open multiple browser windows for
convenience. • Add *Required Fields once form is complete. • Remember, only the parent form needs to be
assigned. • Limit Amount of Elements on Parent Form. • Follow Form Builder Golden Rules!
1. Test before going live. 2. Unique Data Column Names that are database
friendly.* 3. DO NOT change Input Type, Data Size, or
Encryption for an element on a live form. IT WILL DELETE DATA.
4. If no longer using an element, do not delete make “Disabled”
* 2. IF DCN is not friendly, refresh webpage, uncheck “Based on Label” and change DCN.
1. Test before going live. 2. Unique Data Column Names that are database
friendly.* 3. DO NOT change Input Type, Data Size, or
Encryption for an element on a live form. IT WILL DELETE DATA.
4. If no longer using an element, do not delete make “Disabled”
1. Test before going live.2. Unique Data Column Names (DCN) that are database friendly.
(Reserved Word List)3. DO NOT change Input Type, Data Size or Encryption of an element
on a live form. IT WILL DELETE DATA. *
*3. If you are no longer using an element on a live form, or need to change the Input Type, Data Size or Encryption, check the “Disable” box in the Input Properties. If changing the element, duplicate the Disabled element and make changes to the duplication.
Option Lists
How to Edit a “Live” Option List• Add NEW options to bottom of list. • Place false in Condition Value to
hide an option if no longer in use (and true where the list should show again).
Removing Options will delete all data previously collected.
Understanding Option List Data• Data Views will always show the label of a response• XLS, XLS+ Feeds will show the index value• XML, JSON, RSS and ATOM Feeds will show the KeyValue
1. Test before going live. 2. Unique Data Column Names that are database
friendly.* 3. DO NOT change Input Type, Data Size, or
Encryption for an element on a live form. IT WILL DELETE DATA.
4. If no longer using an element, do not delete make “Disabled”
iFormBuilder Input TypesAttachment Image Pick List (Option
List)Socket* Unique ID
Assign to Image Label Phone Number Sound Zip
BlueTherm Temp Prob*
Label Range SSN Esri
Date Linea Pro* Read-Only Subform 3rd Party
Date-Time MagStrip Red-Laser Text URL Scheme
Divider Manatee Works*
RFID Text Area Location
Drawing Multi-Select (Option List)
Select (Option List)
Time Counter
Email Number Signature Toggle
*Integrated Software or HardwareLearn more about each Element Input Type.
Creating More Advanced FormsAdding logic to forms to create custom workflows, eliminating human error and user interaction.
✦ More Advanced Input Types that require configurations.
✦ Using Smart Controls
✦ Location Widget Smart Controls
✦ Creating Segmented Option Lists
✦ iFormBuilder Built-in Functions
✦ Smart Table Search
Simplify Account ManagementImprove Data Management by: • Understanding Data Exports • Assigning Records to Users • Uploading CSV files • Editing & Duplicating Records • Using Form Stored Filters • Edit Data in iFormBuilder with what Table Edit View • Defining Data Workflow
Data
Data Overview
Data Views Data Feeds
List XLS
Map XLS+ (Excel Flat)
Graph XML
HTML JSON
Excel RSS
Excel Flat ATOM
Scoring JSON Scoring
Views: Used for basic reporting view.
Feeds: Use meta data, can be used to integrate with other systems.
Stored FilterWith a you can filter all the relevant data of your form, and save that filter to apply at any time.
Click here to view Customer Success
Article on Stored Filters
Stored Filter also allows you to set a single field
Table Edit Viewin a
Table Edit View
Click here to view Customer Success
Article on Table Edit View
Get the Most Out of DataSave time and learn more by automatically by using iFormBuilder POST URL or iFormBuilder API.
Use POST to see data in a: • Dashboard • Customized Report • Map • & more!
Custom WebservicesiFormBuilder API
API 6.0The iFormBuilder API (v6.which you specify the fields that will be included in the API response. By only requesting information that it will actually display, you can more efficiently use network, CPU and memory resources instead of retrieving a full API feed, parsing it and dropping unused fields.
API Version 6.0: https://iformbuilder.zendesk.com/hc/en-us/articles/205353910-API-6-0-
Documentation
API 6.0 Apiary: http://docs.iformbuilder.apiary.io/#reference/page-resource
iFormBuilder API• API Authentication:
hc/en-us/sections/200330870-API-Authentication-Common-Details
• API Code Samples: iformbuilder.zendesk.com/hc/en-us/sections/200330880-API-Code-Samples
• API Version 6.0: hc/en-us/articles/205353910-API-6-0-Documentation
Increase Productivity
• Use Support Tools • Follow Release Notes • Data Integration • Custom Workflows • Training • Documentation • Naming Conventions • Create a “Getting Started” Form and assign to users to
support on app.
iFormBuilder Support
Customer Success Center & Chat with an agent
Community Forum
Release NotesLive Webinars
iFormBuilder Training
Project ServicesDownload iFormBuilder E-Books: https://www.iformbuilder.com/ebooks/
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