General Discussion

  • 1.  Customise Form Name

    Adopter
    Posted 14 days ago

    Hi,

    I have a form with name - 'Mandatory HSE Actions'. 

    In the first page, there are a set of checklists to select which I included them in a button group.

    Now, based on the checklist selection,  the form name which is shown in the left upper side as 'Mandatory HSE Actions' needs to be customised to show up the checklist selected along with the form name.

    Suppose, if I select 'Think About'  , the form name should dynamically update to show as 'Mandatory HSE Actions - Think About'

    I tried to use drel in the form name settings, but it is not formatted.

    Please let me know if can be customised in any other way. If it cant be done, can it be possible to customise either the page names or section names with the concatenared checklist selection value.

    Hope it is clear.

    Thanks in advance.



    ------------------------------
    Divya M
    Consultant
    Capgemini
    ------------------------------


  • 2.  RE: Customise Form Name

    Posted 13 days ago

    Hello Divya,

    The form name and page labels can not be changed dynamically based on answers in the form while you are in the app.

    However, if you are just looking to make it a little easier to identify these submissions in the future, you can use DREL in the Data Record Naming section that will change what the submission name is when you are looking at all the submissions in the portal or if they are dispatched to the inbox. Documentation found here

    If the Data Record Naming options is not sufficient, I would be very curious as to why changing the name of the form would be useful while the form is being filled out.

    I hope this helps! 



    ------------------------------
    Ian Chamberlain
    Solutions Architect
    TrueContext
    ------------------------------

    Original Message


  • 3.  RE: Customise Form Name

    Posted 13 days ago

    Hey Divya,

    There are a couple of areas where DREL can be applied so that your intended resource is named properly; I will cover those in this response, but all of them can have the same format when writing out the DREL string.

    1. Naming Expression changes will be visible on a data record. This applies to data records you see in your mobile application's Draft, Outbox, Inbox, Sent and Search folders. Since this expression names the data record, it will also be visible in our administrative portal at https://live.prontoforms.com/security/login, an administrator in a team can verify these by navigating to the Data & Analytics tab and looking under the Form Submission Name column
    2. Document Filename refers to the naming convention of a specific document, as you are likely aware you can have multiple documents associated to one form and then each of those documents can also be referenced by multiple forms (or workflows), so having a dynamic naming convention is very helpful in these cases

    So, now getting to the DREL structure itself, it is recommended to use dynamic naming so that the system can produce the right naming regardless of the resource that is producing the string. So my recommendation would be to go with something like %f - %a[Question Label], where %f pulls the name of the form being submitted and %a[Question Label] will pull the answer contained within the specific question label being referenced. In your case it might look something like "%f - %a[Desired Checklist]", if Desired Checklist was the question label on that specific question.

    I should also mention that we cannot change the name of the form itself in this manner, this remains a static text unless the form is edited and a new version is deployed. If this is what you are hoping to do we would love to learn more about the business reasons for the requirement. Feel free to reach out and we can book some time to discuss further!



    ------------------------------
    David Casal Del Castillo
    Manager, Customer Success
    TrueContext
    Ottawa
    ------------------------------

    Original Message


  • 4.  RE: Customise Form Name

    Adopter
    Posted 5 days ago

    Thank you David and Ian for responding.

    Earlier, there are 3 different individual forms for executing these three checklists.

    Now, we are combining all these checklists to be executed into a single form. Since, we are making a single form to execute any of the three checklists, we have this requirement to concatenate the form name with the 'Checklist Type' currently the technician is executing. This would be easier for him to understand and he would be aware for which checklist type he is filling up as he reaches the end of the form.

    Please let me know if there are any other out of the box workarounds we can apply.

    I would like to add that there are some common sections used for these Checklist Types and some sections are used only for specific Checklist Type which we made visible/hidden based on the ChecklistType selection. Can we do something with this ? Section Name concatenation with selected Checklist Type is also an option incase we cannot do anything with form name updation.

    Also, I have considered your inputs on updating 'form submission name' which is a good idea for future analysis purpose.

    Thanks.



    ------------------------------
    Divya M
    Consultant
    Capgemini
    ------------------------------

    Original Message


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