You can choose to include a range of types of information on your form.
These field type options can all be found in the panel which appears on the left of the screen in Form Editor. You may also choose to expand the panel to make viewing and navigating the options easier.
Form Elements
These can be seen as the building blocks and fillers for your form, allowing you to separate information into Sections, break up user fields using Spacer Rows, compile user fields into Lists and use Labels to show the descriptions of user fields or place free text. There is also a Link(URL) Element for inserting a URL into your form.
More detail about each of these elements further below.
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Label
Can be used as a standalone cell type, or linked to a User Field.
- Standalone:
A Label can be used to insert a heading, static text, etc. Simply drag and drop the label into the Form Area and expand to fill the desired number of cells.
- Linked:
To link a Label to a User Field, simply place the Label on your form and drag the User Field on top of the Label cell. This will link the two fields together, and your User Field will still remain in the original cell position if it had already been placed on your form.
If you place the Label and then drag the User Field on top before placing the User Field on the grid, it will simply link to the Label cell however the User Field will return to the side panel, waiting to be placed on the form.
A benefit of linking the user field with the label is that when user field descriptions are updated in the configuration section, the labels on the form will also be updated.
You can tell that a Label is linked to a User Field as it will display the Linked icon next to the field name:
Snapshots of this element in the Form Editor and Form View below.
Multi row labels
You can also add multiple rows in label section. Go to next row by pressing Shift + Enter
List
Lists can be used to store information in a List Table within the form.
You may choose the number of columns and what user field data will be input into each of the columns.
When using the form, rows can be added or removed for the number of relevant inputs. For bulk entry, users are able to download an excel template to fill the required data, then simply copy and paste into the List to populate rows.
Lists are able to contain User Fields only.
For more information about List Tables, please click here.
Section
When building a form, you may now choose to contain sets of related user fields within a Section. For example, you may choose to contain 'Location Details' and 'Issue Details' in separate sections.
From the configuration perspective, Sections will make it easier to edit security and viewing rights to a group of user fields.
From the users perspective, a collapse feature has been added so that sections of information which have already been entered and no longer require visibility can be folded down to save screen space and reduce the need for long scrolling documents.
See below Sections in use on a form. The 'Weather' and 'Visitors' sections have been collapsed, with the 'Deliveries', 'Plant' and 'Labour' sections remaining expanded. (In the below example, the Sections contain List Tables.)
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Sections may contain any form element type, and rows can easily be added and removed as required. However, once placed on the grid a Section will be unable to be relocated, and deleting the Section will also clear any data placed within these cells. It is best to start with a plan and place the Sections on your form at the beginning. |
Spacer Row
Used to create a space shorter than a standard row to make a gap in rows of information, as seen on the form in below example.
When placing a Spacer Row, drag from the panel on the left onto your form grid. The Row will be placed above the highlighted row on the grid.
Data cannot be entered in a Spacer Row.
Insert a Hyperlink to a form
Added the ability to add a hyperlink element to a form.
Simply drag and drop in the URL element to your form. Customise the text and the URL you wish to link the text to and click save
Related Summary
Related summary displays information from user fields of related forms, on target form as a summary table format. This enables user to see a birds eye view of related forms without having to leaving the target form. You can pick the related user fields from multiple forms, to display on this target form.
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Related summary is different from related report in that, related report just shows the forms associated to one form. Related summary shows info of user fields within those associated forms. Also related summary gives you flexibility to chose which related forms you want to see user field information on |
In this example we want information from 'Action Point' and 'Survey Request' forms to display on 'Work Lot' form (target form).
Step 1 : Go to Form Designer in the target form (in this case Work Lot). Drag and drop 'Related Summary' table on target form.
Step 2 : 'Select Form Types' that you would like to display on target form. In this example we want information from 'Action Point' and 'Survey Request'
Step 3 : Drop down menu and pick from Latest forms or All Forms.
- 'All Forms' option will display user fields info from all associated forms of that type.
- 'Latest Forms' option will display user fields info from only the latest forms
Step 4. Select Standard Fields. Three standard fields available are Title, Reference and Status
Step 5. Select User Fields will allow you to select more user fields available on those forms (in this case Action Point and Survey Request)
Step 6. Click in to the space under form name and select from any of the common or related user fields
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You will see a preview of summary table format on the bottom half of this window as you select user fields. |
Here is what it will look like on target Work Lot form : 
Here is another example when the target form of Work Package shows information from three forms - Traffic, Safety and Construction Methodology. This would eliminate the need to leave target form by seeing the most important information in it's related forms, in an organized summary
Related summary can also include user fields that are in a document listList. They will show on the right in the row below user fields outside document list List :
Similarly you can have multiple forms in a related summary, that include user-fields inside and outside a document list
Insert an image to the form
Add an image to your form layout
Now you can add an image to your form layout.
Simply drag and drop the image form element into your form layout and paste an image URL from the web.
Click save
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Images cannot be added to Lists or Sections |
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Supported image formats are jpg, jpeg, png |
You can also upload your image to public files, then copy the image URL and use it in an image element.
User Fields
As with the other elements, User Fields can simply be dragged from the Left Panel and placed on the grid as desired.
Create
In this section, you can choose to Create a new User Field directly within the Form Editor.
To create a new user field, switch to 'Create' to view all of the user field types available for you to add to your form.
User fields will show their code when you hover over the label. This is useful when one or more of your user field descriptions are the same but the code is different.
Link Existing
You may also choose to Link Existing User fields. Switching to this tab will show you any existing User Fields for this Document Type.
For forms which may have multiple same/ similarly named fields, hovering over the field in the left panel will display the User Field Code and Full Description to make placing the correct user field easier.
'Edit Details'
Within the Form Editor, you also have the option to 'Edit Details' for each of the User Fields.
This is a quick way to access the user field configuration to update details such as description, options, height, display format, etc. from right within the editor.
User Field Types
Type | Info |
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Text | Defaults to Plain Text For Rich Text, in the user field settings set the width to 100% and the height to 2 (or above). For Text Wrapping, the height will also need to be above 1 Best display width depends on expected data input |
Number | Displays Numbers Best display width depends on expected data input, typically fits 1 cell |
Currency | Displays numbers with Currency formatting Best display width depends on expected data input, typically fits 1 cell |
Date | Displays a Date input User Field Displays best when width: 2+ cells |
Select | Displays as a Drop-Down selection, options must be configured for the user field Displays best when width: 2-3 cells, depending on length of option names |
Radio | Displays as Radio Button/s, options must be configured for the user field If Multiple Options: |
CheckBox | Displays as Checkbox/s, options must be configured for the user field If Singular Option: If Multiple Options: |
Contact | Displays a Contact input User Field. Displays best when width: 3 cells |
Displays as a Multi-Level Drop-Down selection, options must be configured for the user field Displays best when width: 2-3 cells, depending on length of option names | |
GPS Coordinates Displays best when width: 2+ cells | |
For linking other documents within RIB CX Displays best when width: 2+ cells | |
Attachment List | For attaching external documents (not stored within RIB CX) Displays best when width: 2+ cells |
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Insert a Signature which has been uploaded to RIB CX Displays best when width: 3 cells | |
Perform a calculation on a user field/s on the form, with the result to be displayed in the Calculation User Field cell on the document Typically fits 1 cell width |
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For additional detail about configuring the different types of User Fields, click here. |
Standard Fields
Along with the Form Elements and User Fields, there are also some Standard Fields available to use when building your form.
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| Standard Fields are not editable by the user, and instead are auto-populated based on the range of data types available. |
Details about each of the elements available for use on your forms can be found in the table to the right.
Below is an example of each of the standard fields on a form.
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For the above example, Labels have been placed to the left of each of the Standard Fields stating their names. When placing a Standard field, it will not come with an accompanying Label/ Description field. You will need to place these on the form yourself, if you wish. |
Standard Field Types
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| Project Elements | Project | While the project number will always be visible in the header of your form, in some instances you may choose to show the Project (Code) in another location within your form as well. In these cases, you can use the Project element. | |||||
| Document Elements | Date Changed | This will show the Date the form was last Changed | |||||
Date Due | The Date Due (if applicable) will by default be always be visible in the header 'Details' of your form, although if you wish to display this in another location on your form as well, you can use the Date Due document element. | ||||||
Date First Closed | This will show the date the form was first moved to a closed status. | ||||||
Date First Opened | This will show the date the document was first viewed by the Action User.
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Date Issued | The Date Issued will by default be always be visible in the header 'Details' of your form, although if you wish to display this in another location on your form as well, you can use the Reference Number document element. | ||||||
Document Code | This will display the Document Code, for example 'DEF' for a Defect form, or 'ITP' for an ITP. | ||||||
Reference Number | The Reference Number will by default always be visible in the header 'Details' of your form, although if you wish to display this in another location on your form as well, you can use the Reference Number document element. | ||||||
Status | The Status will by default always be visible in the header 'Details' of your form, although if you wish to display this in another location on your form as well, you can use the Status document element. | ||||||
Title | The Title will by defaultalways be visible in the header 'Details' of your form, although if you wish to display this in another location on your form as well, you can use the Title document element. | ||||||
Waiting Days and Float days
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Addressing Elements | Attention Company Name | This will display the Attention Company Name. That is the company of whoever is the Action person on the form at the time of viewing. | |||||
Attention Company ID | This will display the Attention Company ID. That is the company of whoever is the Action person on the form at the time of viewing. | ||||||
Attention ID | This will display the ID of the user the form is currently for Action to at the time of viewing. | ||||||
Author Company ID | This will display the Company ID of the user who Authored the form. This will not change once first set. | ||||||
Author Company Name | This will display the Company Name of the user who Authored the form. This will not change once first set. | ||||||
Author Display Name | The Author Display Name will always be visible in the header of your form, although if you wish to display this in another location on your form as well, you can use the Author Display Name document element. This will not change once first set. | ||||||
Author First Name | This will display the First Name of the user who Authored the form. This will not change once first set. | ||||||
Author Last Name | This will display the Last Name of the user who Authored the form. This will not change once first set. | ||||||
Author ID | This will display the ID of the user who Authored the form. This will not change once first set. | ||||||
