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Data Entry Form Designer
 
Data Entry Form Designer
1

Page Actions

1. Page Actions
Clicking the Copy… link at the top of the page will copy the existing form to a new form.
Forms can be Exported and Imported between RMTrack sites. This is useful when using a test or development site of RMTrack.
 
NOTE: When importing a data entry form, all fields in the exported form must already exist in the import side database.
 
2

Form Name

2. Form Name
Each data entry form must be given a unique name.
 
3

Edit Controls

Data Entry Forms are made up of Sections and each section contains one or more Fields. Clicking on a section will highlight that section and activate the Edit Controls for that section. Clicking on a field will highlight that field and activate the edit controls for that field.
 
NOTE: Right clicking on a section or a field will also offer the Edit Controls in a context menu.
 
3. Edit Controls
 

Positioning

Sections and fields can be moved by using the arrows at the top of the edit controls section. If the spot being moved to is occupied then the sections or fields will be swapped. Sections and fields can also be moved by selecting a section or a field and dragging and dropping to the desired position.
 

Add Section

Clicking Add Section will add another section to the current data entry form below the currently selected section and will open the dialogue for Section Properties. At least one field must be added to create a new section. The Section Properties dialogue allows for a New Field... to be created.
 

Add Fields

Clicking Add Fields will display a list of fields not already used on this form. Checking the boxes beside the field names and clicking OK will add the selected fields beside or below the field currently selected.
 
The field selector dialogue also contains the ability to create a New Field... allowing Issue Fields to be added to the database directly from the forms designer. 
 

Add Text

Clicking Add Text allows HTML formatted text to be included in a field position in the data entry form. HTML text fields are useful for instructions, formatting, disclaimers etc.
 

Properties

Clicking on Properties will bring up the properties dialogue for the selected Section, Field, or Text. Note that right-clicking on an item and selecting Properties from the context menu, will also invoke the appropriate properties dialogue.
 

Delete

This will delete the selected Section, Field or Text.
 
4

Project

All data entry forms must include a project field.
 
5

Show Preview

5. Show Preview
Checking the Show Preview check box will take the form out of edit mode and give a rough approximation of what the form will look like. However, some attributes will not be shown, for example span rows and span columns do not show in Preview. To truly see what a form will look like it should be viewed on the Issue Details page.
 
6

Apply

6. Apply
This will save the changes to the form without leaving the page. This is especially useful when designing a form by allowing the changes to viewed simultaneously in another window.
 
HINT: A good practice is to assign it the form being designed or modified to a "test" project. Open two browsers (or two tabs), one on the forms designer, and one creating a new issue in the test project. Make a change to the form and click Apply then switch to the other browser and click refresh to see your changes.
 
 
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