This form presents general information about a CARL Touch form, as well as all attributes available for the form.
For rules on how to use the fields, see Detail form.
Header
- Code: Form code.
- Name: Name of the form.
Form
- Function: Form attachment function (examples: "Locations," "Items," "Templates").
- Form: Form type (examples: "Task details," "Asset details").
- Created by: CARL Source agent who created the form.
- Default value: Shows whether the form is considered as the "Default form" for the current function (Yes/No).
- Standard: Shows whether the form is a "Standard" (box checked) or Customized (box not checked) form).
List of fields
This table shows all attributes available for the form, and enables the user to customize the final form.
Possibilities include:
- specifying which attributes will be visible on the form on the mobile device,
- specifying which attributes are "Required" and which are "Editable,"
- associating lists of values with attributes,
- And so on.
Each line in the table shows an attribute on the form with its associated "properties":
- Sequence: Attribute sequence number. By changing this number the user can change the order in which fields appear on the form.
- Attribute: Attribute identifier (read only).
- Name: Name of the attribute (read only).
- Displayed: Determines whether the attribute is displayed in the form on the mobile device.
- Required: Determines whether entering this attribute is required.
- Editable: Determines whether the value of this attribute can be changed.
- Duplicated: Determines whether the value of this attribute is duplicated from one newly-created element to the next, when creating several elements in succession using the "Link" button on the mobile device (for example to create several new items in succession).
- Scannable: Determines whether the value of this attribute can be scanned.
- Values list: Used to associate a values list with the current attribute.
This information can be set only if the current attribute is linked to a values list. If this is not the case, this property is read only. - Summary: This property can be set only if the current attribute is a "BLOCK" type. It specifies whether or not the current block is displayed as a summary block (Yes/No).
The table data is displayed in ascending order on this sequence number.
Additional actions
Configuring names
Each CARL Touch custom form can have dozens of attributes and up to 12 configurable sections.
The names of these attributes and blocks are set in the name configuration screen, not in the " Form customization" function.
- The “Configure names” action, accessible via the
icon, enables users to browse directly to the name configuration function and customize the names of fields on the current CARL Touch form by language and/or business vocabulary.
Display/hide non-visible attributes
- The "Hide non-visible attributes" action, accessible via the
icon, re-loads the list of attributes to show only those whose "Displayed" property is set to "Yes."
The re-loaded list gives the user a preview of the information that will actually be visible on the CARL Touch form on the mobile device. - To return to a display mode showing all the available attributes, the user can then choose the "Display all attributes" action (accessible via the icon ).
Configure the task transfer action
The task transfer action can be customized.
The task transfer action is set in the transfer action configuration screen, not in the "Form customization" function.
- Place the cursor in the CARL Touch module and select [Transferring a task] from the "Configuration" section.
- This action allows you to customize the transfer of a task in CARL Touch.