Advanced data

Find out the advanced data collection tools from smartphones and tablets

Through the Designer , the Forms Designer Tools in the TDox WebApp, you can insert many components within each step of the form. Each component corresponds to a specific input field. There are components for the most “common” input types and other “evolved” components available for automatic insertion or capture of special data. Moreover, with TDox you can also manage additional information on the registries visible by App when necessary and also file attachments. You can establish master data relationships to better filter data within the App forms and create custom tables.

Approfondisci tutti gli strumenti avanzati di raccolta dati di TDox:

COMMON COMPONENTS

Text box

The component is used to add a field in the form where you can write any text, numeric or alphanumeric.
From the property panel of the component, you can:

  • constrain the insertion of only integers or decimals (“Format” property);
  • deciding on its mandatory nature, visibility, modifiability, default value (fixed or with a formula) and more;
  • make the multi-line field, for entering longer comments or texts (“Lines” (visible) property).

Check box

Using the Checkbox component, you can add a “Yes”/”No” selection box, typically used for task control procedures and to adjust the visibility of subsequent fields and steps. Acting among the properties of the component, you can:

  • deciding on its mandatory nature, visibility, modifiability, default value (e.g. true/false fixed or calculated with a formula) and more.

Date/time picker

It allows you to add a field in which to select a calendar date and, if desired, also a precise time. The mode, the graphical interface and the format for the selection of date, hour and minutes depend on the operating system, the version in use and the language of the device.
With the properties of the component, you can:

  • decide whether to capture and memorize the single date or even the time;
  • set its mandatory, visibility, modifiability, default value (fixed or with a formula) and more.

Customer/Supplier selector

With the Customer component, you can search for and select a record recorded in the customer and supplier master data.

The component natively includes some of the main data that will always be visible on the App (name/company name of the customer/supplier and full address), plus a series of options for consulting “extra information” for the customer/supplier chosen, through appropriate optional buttons on the App:

  • Details, to open a panel with complete master data
  • Categories, to show all the matched categories
  • Additional Information to show additional data (if any)
  • Documents, to download and view any files attached to the registry.

Using the formulas, you can make any other personal information visible, exposing it as the default value of further text fields that you want to add.

In the advanced properties of the component you can set different filters to search from the App, for example by classification category (for instance customers vs suppliers) or based on values ​​entered in fields previous years (such as area of ​​expertise, contract, project, etc.).

Product/service selector

The Product component, allows the search and selection of a record recorded in the registry of products and services.

The component includes a set of predefined personal fields that you can choose to show from the App (code, description, barcode, quantity, unit of measure, price, etc.), plus a series of options for consulting other information, through special optional buttons on the App:

  • Categories, to show all the matched categories
  • Additional Information to show additional data (if any)
  • Documents, to download and view any files attached to the registry.

By using additional text fields with formulas, you can have the user display any other personal information.

In the advanced properties of the component, you can set different filters to search from the App, for example by classification category (for instance products vs services vs work equipment) or based to values ​​entered in previous fields (for example customer/job code, article family, bill of material code etc.).

It allows you to add a single selection field between multiple customizable options.

FIXED LIST (up to 5 options): it does not have identification codes for the various options, only descriptions that must be faithfully replicated in the conditions and in the formulas on other fields or step of the form. If you decide to add new values you will have to modify the form (new revision) and also PDF (if you want to print them).

ANAGRAPHIC LIST (more than 5 options): you can use endless options and add new ones without getting to the form. You can write formulas based on the code of each option (invisible on the App) and modify the description as you like, without having to act on the formulas of the form or views on the data already saved or used by some automatic service.

EXPANDED LIST: with this property you can have on the App all the values of the list visible one below the other (radio-button mode) and you can select only one.

Information label

You can use the “Label” component to show a simple wording for the user, for example to guide him on the activities to be done before, during or after data collection or simply to instruct him on how to compile one or more fields of the step.

This component consists of:

  • a title (property “Label”), which by default is in bold;
  • a content (property “Default value”), which can go to multiple lines.

It’s exactly like a text field (can be formatted at will) and on the App it will appear read-only. It is not part of the module variables, so it can not be used in formulas or PDF.

SPECIAL COMPONENTS

Photos (and short videos)

By inserting the photo component into a form, you give the operator the possibility of taking photos. If you insert it in a repeated step (repeater), the operator can collect several photos, depending on the purchased subscription profile (3 photos for the STANDARD license, 50 photos for the PREMIUM).

The photos captured by the device, are immediately resampled by the App with a special algorithm that allows optimal storage (first on the device and then in the cloud), without significant loss of image quality. This allows you to generate, store and download more quickly the PDF, which otherwise would be very heavy to manage.

Barcodes

This is a component similar to the text field, but is used exclusively for the insertion of barcodes, by scanning a mono or two-dimensional barcode (QR), using the camera of the device or an external hardware accessory for reading barcodes connected to a smartphone or tablet.

GPS and maps

With the GPS Position component you can capture the geographical coordinates of the position of the device through the use of the GPS system, provided that the device is equipped with an active locator during the opening of the step in which it was inserted the component.

LOCATION CAPTURE: can be automatic (by declaring the field hidden or read only) or manual.
COLLECTED DATA: absolute latitude and longitude, transcription of the nearest toponymic address, exact instant capture (timespan). All information is stored in as many variables of the form and is available for use by the company, both from TDox (PDF and Report / Excel Printing) and in other systems possibly integrated with TDox.

POSITION DETECTION MODE: can be configured at company level, that is valid for all users, or for individual users (any setting on the user will prevail over the company setting). The options are as follows:

  • Battery saving (by component): the GPS tracker switches on automatically only when the form tries to capture (manually or automatically) the GPS position and switches off immediately afterwards.
  • Fast (by form): as soon as you try to compile a new document (App module) that includes a component “GPS Position”, the geolocalizer is automatically switched on.
  • Very fast (central): at start-up, after the synchronization of company data, the GPS tracker is switched on automatically. This option keeps the tracker on for as long as you use the App, regardless of whether or not there are fields for the GPS position in the forms.

Signatures

With TDox you can collect the signatures of the people involved in the process of filling out the form, thanks to the “Signature” component, which allows you to affix a signature directly on the touch screen of the device, using a stylus or even with the finger. This signature mode, called “electronic signature”, demonstrates the participation, acceptance or consent to the completed data, is digitized and stored by the system and linked to that single document (application form)). It will also be available for printing on the PDF.

FILES AN ADDITIONAL INFORMATION ON APP

Additional information on registries

At the company, user and every element of the main personal data (customer or supplier, product or service, element in the list or classification category), you can define an infinite number of useful information for each registry element in a completely customizable way:
1) select the master record
2) enter in “Edit”
3) access the Additional Information tab
4) add new Name-Value pairs and eventually structure them hierarchically (or tree).

These information can then be consulted by the App, when filling out the form, provided that the “Additional information” option has been enabled between the visibility properties of the form component.

Attached files

At the company, user and every element of the main personal data (customer or supplier, product or service, item in list or classification category), you can define an infinite number of attachments:
1) select the master record
2) enter in “Edit”
3) access the Attachment Documents tab
4) drag files of any type or search them on the local disk or on the corporate network.

Upon saving, the files will be stored in the cloud and available for download by users App, provided that you have enabled the “Documents” option between the visibility properties of the form component.

CATEGORIES AND RELATIONS

RELATIONS: you can link each record of a master data table to one or more records of the same registry or of a different one. For example, you can build a relationship between a single customer and a certain number of products or services, or between a user and a certain number of items in a list, or between a certain product and other products. You can use these relationships to filter the data within the data collection App modules and constrain the user to use only some elements (linked to the previously selected main element).

CATEGORIES: these relationships are constructed first of all by defining a category, that is, a classification code common to the two elements to be related (eg customer and product). You can then take advantage of this category when designing the module, adding on the connected object (eg product) of the selection filters, configurable in the advanced options of the component and thus preventing the user to combine elements with each other incompatible.

CUSTOM TABLES

A custom table (also called User list) is a table created by the user administrator to store information that can not be in the master data, but which must be accessible and manageable both from App and office.

From the dedicated page (accessible from the registry menu) you can build yourself an infinite number of custom tables, each with a key identification code of each record and a certain number of fields that can be added arbitrarily. You can also populate them to use them in the form from the App (e.g. for automatic loading of a list or a grid) or even insert and update the records automatically each time you fill out the form from the App.

Here are some examples in which a custom table can serve:

  • progressive automatic numbering of documents for a single user
  • a list of activities carried out or to be performed for a certain object, customer or order, with other information to be shared between users and different modules
  • the stock of a certain warehouse area during an inventory or the list of equipment at a customer to be verified during a maintenance operation
  • a bill of components for the production of finished products, to be put in relation with the articles database
  • a list of machines (or other objects/people) with a unique identification code (e.g. barcode or serial number) and relevant information
  • a list of services to be provided per customer or order with relative indications to be displayed on the App

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