When creating a form type, the Fields & Attributes section is where you will define all the information and details captured. There are several customizable standard sections, along with the ability to add as many other custom fields and sections as needed. In addition, you can add allowable ranges to certain Fields & Attributes to ensure that form entries are accurate. Once Fields & Attributes are configured, define the flow for your form type. See this article for information on configuring flows.
Navigating to the Fields & Attributes Section
- Navigate to your Form Types by clicking the cog wheel next to Form Entries in the left navigation.
- Click the Add Form Type button on the top right hand corner or click on an existing Form type to review or edit the Fields & Attributes section. .
Configuring the Fields & Attributes Sections
There are several ways to customize the Fields & Attributes sections.
- Reorder Fields: You can change the order of any field by clicking the handle on the left side of the line, then dragging and dropping the field.
- Add Fields: You can add as many fields as you need by clicking "Add New Field" at the bottom of each section. Here, you can name and define the attribute you would like to capture.
-
Delete Fields: You can delete individual fields, or entire sections by clicking on the trash can
icon. Upon clicking, you will get a pop up that requires you to confirm the delete action.
- Add Section: You can add an entire section by clicking the bar "Add a New Section" at the bottom of Fields & Attributes. Upon clicking, a new section with no fields will appear. You can name the section and add as many attributes as needed.
-
Set Allowable Ranges for Attributes: You can set allowable ranges for certain types of attributes by setting acceptance values for:
- Decimal Numbers: Greater than, greater than or equal to, less than, less than or equal to, is equal to, is not equal to, is in between, is not in between.
- Date and Date Time: Set Minimum and/or Maximum Acceptable Date based on x days prior to form entry, after form entry. If both are selected, users will see a date range.
Understanding the Standard Sections
- General: This section gathers the location, community and incident date information. You can customize the names of these attributes or add additional attributes below the default fields.
- Details: This section is designed to capture details pertaining to the form entry. You may rename, reorder, delete, or add to the default fields in this section.
- Product Info: This section is designed to capture all the details about the product being reported on.
-
Photos: In this section, users can upload image files or other attachments (ie. PDF, spreadsheets, etc) as a part of their form entry. If the reporter is using the FoodLogiQ Connect mobile app the user can use their device's camera to take a photo of the product or case label to include in their report. You can modify the display name for this field, choose to make it required, or delete it. You can also add an image field in other sections of the form entry if needed. The reporter can upload multiple files.
- Credit Request: This section allows you to track requests for credit from an entry. By default, this section is configured with display attributes based on how the reporter answers the questions in the section. If they indicate they would like to request a credit, they will then be required to enter further details.
Working with New Attributes
After clicking on the "Add Field" button, you need to define the parameters of the attribute you wish to track. You will need to name the attribute, create a key for it (auto created after name is entered) and define the type of attribute you want to capture.
The Type field has several options, including Business Transaction, Date, Date Time, Decimal Number, Distributer, Images, My Product, Product Type, Quantity Affected, Supplier, Supplier Product, Supplier's Locations, Supply Chai Member, Text, Text Area, Yes/No. The Business Transaction field, available to community owners also using FoodLogiQ Traceability, can be used when you have submitted PO, Bill of Lading, or Invoice # attributes in a receiving or shipping event for your My Locations (ie a store or cafe).
You also have the option to add help text to describe to the form submitter what should be captured in this field. If you choose to enter help text, you will see an appear on the form type configuration page once applied. The form submitter will then be able to view the help information when filling out the incident. See example below.
Finally, you have the options to make the attribute conditional as well as make it a required field. If you choose to make it conditional, you will then be required to define the “Display If” parameters for the attribute.
If you choose a Custom Selection list, you can enter a list of options and check the boxes below to allow Other or Multiple Selections.