iformbuilder Essentials for Project Managers

Transcription

1 iformbuilder Essentials for Project Managers iformbuilder Special Topic Webinar Series Presenter: Berit Johannessen Host: Elaheh Eghbal

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3 Topics Steps to Increase Make Get the most out of the

4 Simplify Account Management Users Forms Understanding & Instructing others is the KEY to Profile success! Data Devices

5 Simplify Account Management Profile Improve Company Profile Management by: Updating Company Info and include accurate Timezone Use Media Storage and Storage Path Customize PDF and HTML Reports

6 Simplify Account Management Devices Instruct Users on the iform App 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.

7 iform App Preferences ios & ANDROID have the same Settings and Preference Configurations, where they are located differs from platform to platform. ios 1. Close iform App from background of device. 2. Open the device s Preferences. 3. Locate and select the iform App. ANDROID 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

8 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.

9 Data Collection: Record Status Icons Record 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 resynced when there is better connectivity.

10 Simplify Account Management Users 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

11 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

12 Add/Edit Users Use correct address as this is what is used for resetting passwords. iformbuilder Built-in Functions use First Name, Last Name and address and are CASE SENSITIVE. Location to Unlock Username.

13 Add/Edit Users User 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.

14 Admin Form Builder Add/Edit Users

15 Add/Edit Users UNLOCK USERNAME Unlock a Username that has failed to put in the correct password on their device 11x.

16 User Group User 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.

17 Simplify Account Management Improve Form Management by: Forms Form Groups POST Data Alerts Language Localization Scoring Form Building Standards & Best Practices

18 Form Assignment In Form Assignment, select a Parent Form or Form Group to assign. Form Permissions: Collect: View: Manage view. User Groups: the naming convention comes in handy.

19 Simplify Account Management Know Right Away When a Record is Submitted FormsIn Form Assignment; Alert: receive an with an HTML record every time a new record is submitted.

20 Simplify Account Management Forms Save Time and See Data in Other Web services Every Time a Record is Submitted.

21 POST Data URL Details Forms POST DATA: Name: Name of the POST service Endpoint URL: Post Data Format: Post Body Content Type: Format Error Notification 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)

22 Simplify Account Management Add Multiple Translations to a Forms single form through Localization 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.

23 Simplify Account Management Forms Score Reports in iformbuilder 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.

24 Simplify Account Management Form Packages for easier sharing Forms and/or form back-ups. Package Builder selection of form(s) to be downloaded as JSON files and saved. Package Import files 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

25 Simplify Account Management Set Standards for the Best Form Results Forms 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.

26 Form Building Standards Form Building Steps for Success

27 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

28 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

29 Form Building Best Practices Build for device type. Build for smallest device. Differences Features between ios & Android Devices

30 Form Building Best Practices Add Subforms. Subforms are any forms that you want attached to a parent form. 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.

31 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!

32 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. * Disabled * 2. IF DCN is not friendly, refresh webpage, uncheck Based on Label and change DCN. *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.

33 Option Lists Removing Options will delete all data previously collected. 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). 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

34 iformbuilder Input Types Attachment 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 Drawing Manatee Works* Multi-Select (Option List) RFID Text Area Location Select (Option List) Time Counter Number Signature Toggle Learn more about each Element Input Type. *Integrated Software or Hardware

35 Creating More Advanced Forms Adding 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

36 Simplify Account Management Data Improve 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

37 Data Overview Data Views Data Feeds List Map Graph HTML Excel Excel Flat Scoring PDF XLS XLS+ (Excel Flat) XML JSON RSS ATOM JSON Scoring Views: Used for basic reporting view. Feeds: Use meta data, can be used to integrate with other systems.

38 Stored Filter With a you can filter all the relevant data of your form, and save that filter to apply at any time. Stored Filter also allows you to set a single field Click here to view Customer Success Article on Stored Filters

39 Table Edit View Table Edit View in a Click here to view Customer Success Article on Table Edit View

40 Get the Most Out of Data Save 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!

41 Custom Webservices iformbuilder API

42 API 6.0 The 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: Documentation API 6.0 Apiary:

43 iformbuilder API API Authentication: hc/en-us/sections/ api-authentication- Common-Details API Code Samples: iformbuilder.zendesk.com/hc/en-us/sections/ API-Code-Samples API Version 6.0: hc/en-us/articles/ api-6-0-documentation

44 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.

45 iformbuilder Support Customer Success Center & Chat with an agent Live Webinars Release Notes iformbuilder Training Community Forum Project Services Download iformbuilder E-Books:

46 Questions & Discussion