Forms are one of the most basic things in Microbizz and essential to know about. Learn how to create new forms on this page.
Create new form
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System module icon - and choose FORMS > CREATE in the top left menu.
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- Form title: The title of the form, so you can identify it later.
- Added document: Allows you to use an HTML template when combined with layout, to generate an HTML version of an answer. So an HTML version of an answer is first generated, and this can then be inserted into an HTML template (using the macro %qf_content%) and then you get the final HTML version.
- Body text: Choose the HTML template to use when sending the form externally
- Allow external: If you check this, a public link will be shown. Anyone in possession of that link will be able to fill in the form.
- PDF export: Allows to select a PDF template to be used for exporting this form.
- PDF name: Decides the naming convention when saving this form as a PDF. This is only used when you exporting a task/customer/equipment/etc. as a PDF and you include a specific form:
Add new field
To create the form, click 'Add new field' to add a field to the form. Notice that Microbizz limits the number of fields to approx. 1000. The user will be presented with the following window:
Field title and field type are required!
- Field title: The title of the field.
- Field type: Configures the input field type for this field. See below.
- Required: If checked, then this field is required.
- Standard value: The field will be pre-filled with this answer.
- Note from reply: If this is checked, then every time this form is filled in, the answer will be posted as a note on the object on which the form is filled.
Field types
There´s a wide range of field types which will be displayed when clicking "Choose here" next to the Field type.
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- Text (one line)
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Skipping fields
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Picture
A picture question simply asks a user to input a picture in the form.
Simply add a name for the picture and decice whether the question is required by the user.
Advanced information
When setting up a form question of the "Picture" type, it's possible to choose "advanced image information".
Doing so will require a user to add further information to a picture. This being:
- The main category
- Sub category
- Location
- A comment
When setting up the question, it's possible to suggest the main/subcategories, and where the suggested location should be derived from (Users device or object the form is being completed on), and if a comment should be required.
Form flow
It is possible to skip questions in a form, based on what is answered to a question. In the example below, it
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the answer to the first question is "no".
Click on the first pencil
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flow. This will bring up the flow windows:
The field question is: Do you need to order shirts?
If the answer is no - the form will skip field number 2 and 3 and continue to field number 4.
If the answer is yes the form will continue without skipping field 2 and 3.
Parameters
So far apart from gathering information, the form doesn´t actually "do" anything. If however you set parameters and connect them to actions, the true strenght of Microbizz becomes clear. Setting parameters means giving a certain answers a specific value, which can later be used to for instance actions.
In this example we want to create parameters for clothes and shoes.
Add parameters
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Based on the answer, you can select which question should be next, which will skip all questions between this question and the selected question. The default is not to skip anything, and you also have the possibility to end the question form all together.
Parameters
It is possible to assign parameters to question forms, which are values that change based on what is answered. Combined with question form actions, which we will learn about later, the question forms becomes a powerful tool.
Add parameters
While editing your form, you can create parameters, by clicking the "Parameters" button while editing the form. A popup window will appear:
Write the names of your parameters - when the name of one parameter is entered, a new field is automatically created for the next one etc. If you wish to delete a parameter click on the text and select the X which appears when you do so.
Adjust parameters
To make use of the parameters just created, you need to connect them to the form and the fields you wish to add parameters to. Click on the pencil connected to the fields you wish to add parameters to.
A new popup window will appear. The field in this exampel is a Yes / No field and the user is asked if he or she wants to order shirts. If the answer is yes, we want to increase the parameter value with 1.
The form ends up looking like this with the parameters set for clothes and shoes:
In this window, you can name your parameters, and make as many as you want. To delete a parameter, just empty the field.
Adjust parameters
When parameters are created a new section appears besides each question. In order to make an answer influence a parameter, click the rightmost pencil to bring up the question parameter window.
In this window you can decide how each answer will influence each parameter. In the example below, answering "Yes" to the question will increase the Clothes-parameter by 1.
This is reflected in the main edit window:
Import field from CSV
When importing fields from CSV files the fields will be add to the form; each line in the file describe a field to add. The CSV file may also specify skip.
Basic example
"question", type, variables |
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The first column is the question and must it be wrapped in quotation marks. The second column is the type of field. The remaining columns are the value or values, if there are any.
The following field types are supported: menu, radio, multi, multiple, label, textarea, text, number, checkbox, time, date, picture, signature, yes.
Simple field example
| "Are you hungry?",yes |
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In a simple field such as the yes field, you don't need to put in values.
Complex field example
| "What is your favorite color?",menu,"Blue","Yellow","Red" |
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This would create a field with the question "What is your favorite color?" and the answers "Blue", "Yellow" and "Red".
Adding skip
If the field is supposed to skip to another field there should be given a -jump suffix at the end of the field type column, and the actual skip value(s) should be specified after each value.
When adding skip it's good to note that the skip will skip the given amount of fields which you put in.
The following field types allow jump: text-jump, textarea-jump, number-jump, checkbox-jump, signature-jump, time-jump, date-jump, picture-jump, yes-jump, multi-jump, menu-jump, radio-jump
There are a few predefined jump values:
| 0 | No skip |
| -1 | To end. |
Simple skip example
"What will you eat tomorrow.",text-jump,-1 |
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In this example the moment the field has been fullfilled the rest of the questions will be skipped.
| "Skal der fyldes olie på",yes-jump,4,0 |
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On answers that can have multiple values. put in both of the values.
Less simple example
| "Fix Banana Radio",radio-jump,"Salat Radio",-1,"Salt Radio",0,"Bffff Radio",0 |
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On types where you have to put in values. The skip values have to be put sequencial to each answer.
Translations
If a form is used by employees from multiple countries then it may be desirable to translate the form to different languages.
This can be done from the translations page in the system module.
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