Formgroups
The menu items related to form groups are discussed here.
Formgroups
For each type of form required, a form group can be designed.
By asking the correct questions on the form, it can be filled out and linked to, for example, a notification or work order.
The layout of a form always follows the same method. Each detail screen has 3 levels:
| Level | Function |
|---|---|
| Column | A column is outlined in blue in the design screen. At least one and at most three columns are required. By creating columns, the information spreads across the screen. A column can have a title to emphasize the information within it. A column can be divided into segments. |
| Segment | A segment is outlined in gray in the detail screen. Each column must contain at least one segment. A segment can have a title to visually emphasize the information it contains. Fields can be placed inside a segment. |
| Field | A field can only be placed inside a segment. A field can be made editable or mandatory. |
Options in the Form Design Menu
| Option | Explanation |
|---|---|
| Delete column | Click the ‘Shredder’ icon at the top right of a column to delete it. A column can only be deleted if it contains no segments. |
| Delete segment | Click the ‘Shredder’ icon at the top right of a column to delete a segment. A segment can only be deleted if it contains no fields. |
| Editable field | By ticking the checkbox next to a field, you can set whether the field is editable or read-only. |
| Mandatory field | By ticking the checkbox next to a field, you can specify whether the field must be filled in. |
| Delete field | Click the trash can icon next to a field to remove it from the detail screen. The field is not permanently deleted but moved to the pool of fields that can still be added. Certain fields cannot be deleted; these are system fields required for proper data handling in ControlOffice. |
| Drag & drop | Columns, segments, and fields can be dragged to the desired position. |
| Add column | If 1 or 2 columns are present, another column can be added. This button appears automatically at the bottom left of the screen. |
| Add segment | Each column has a button at the bottom left to add a new segment to the column. |
| Add field | Each segment has a button at the bottom right to add a new field to the segment. |
| Add list | Each tab can be added as a list in the detail screen. By placing a tab directly in the detail screen, the user no longer needs to switch tabs. For example, in a work order, a task can be created, a part issued, or an attachment added without switching tabs. |
From the ‘Add field’ button, you can add a field that already exists but is not yet used in that screen. Select one or more rows (fields) and click the + icon at the top left. Next to the + icon, there is a button to create a ‘New custom field’. Clicking this will create a new custom field that can be used immediately. A new custom field always requires a name (must be unique and contain no special characters), a label (shown to users), and a field type.
In addition to designing the detail screen, tabs can also be configured. For each tab, you can specify whether it should be visible in the web application and/or the app, and which columns should be visible (also separately for web and app).
Custom Fields – Forms
Here you can see an overview of all custom fields created by the user in addition to the provided system fields. These custom fields can only be used in forms. A field can be used in multiple forms. A custom field always requires 3 mandatory fields: name (unique, no special characters), label (shown to users), and field type.
Available field types:
| Field Type | Explanation |
|---|---|
| Image | Upload an image |
| Department | Select a department (System Management → Departments) |
| Auto Number | An automatically incrementing number |
| Amount | Enter an amount |
| Date | Enter a date |
| Date / Time | Enter both a date and a time |
| Decimal | Enter a number with 2 decimal places |
| Service | Select a service (System Management → Services) |
| Number | Enter a whole number |
| Signature | Enter a signature |
| Yes/No input | Choose yes or no |
| Employee | Select an employee (System Management → Employees) |
| Memo | A larger text block to enter text |
| Product | Select a product (System Management → Products) |
| Relation | Select a relation (Main menu → Relations) |
| Time | Enter only a time (hh:mm) |
| Text | Enter text |
| Value List | Allow the user to choose from a value list (System Management → Value Lists) |