Before we get started with adding user field information here is a quick look at the user field types supported on iTWO cx Mobile compared to iTWO cx.
User Field Types Supported
| User Field Types | iTWO cx Mobile | iTWO cx |
| Text | Yes | Yes |
| Select | Yes | Yes |
| Radio | Yes | Yes |
| Cascading | Yes | Yes |
| Number | Yes | Yes |
| Currency | Yes | Yes |
| Checkbox | Yes | Yes |
| Attachment list | Yes | Yes |
| Document List | Yes | Yes |
| Custom Form layouts | Yes | Yes |
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| Info |
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Please note that to be able to view the user fields on a form on the iTWO cx Mobile App, the user fields will need to be configured on the online platform first. Administrators Only click here. |
Edit User Field Information
To edit the form user fields on the iTWO cx Mobile App go to the Form tab of a document.
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5. New Defect is created.
6. Select the form tab.
7. Here you will be able to see all the user fields you have access to.8.
- User fields with selectable options (such as select, radio, tick boxes, cascading) will display the options you can select from. (eg Location).
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- User fields that are text fields will allow you to click in the text area to add your comments. (eg Further Notes).
Using the Toggle Feature
When creating and modifying forms on the mobile app, iTWO cx allows users to 'toggle' each user field to save the details entered and auto populate future documents of the same type with this user field input.
For example when on site raising Defects, you may find that the Location, Room, etc., may be the same for a number of documents being raised consecutively. In this instance, you may choose to turn the toggle on so that the detail input in the field will be repeated for the next.
The toggle feature can be used on all user field types, including text fields to store and repeat the input information.
Having the toggle feature on when creating a new form will not restrict the user field detail from being overwritten, and the toggle is able to be easily switched on or off at any time.
Edit a Text User Field
1. Click on the blank area.
2. Add your text.
3. Click Done.
Edit a Select or Radio User Field
1. Click on the blank area.
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4. The app will take you back to the form tab with your selection.
Edit a Check Box User Field
1. Click on the blank area.
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5. The app will take you back to the form tab with your selection.
Edit a Cascading User Field
1. Click on the blank area.
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6. Once all the levels have been selected the app will take you back to the form tab with your selection.
Multiple Options in Cascading User Fields
You can choose multiple options in cascading user fields if activated.
Mandatory or Required User Fields
If you do not fill them in a message will be shown telling you which user fields have not been filled in.
Save Your Changes
1. After you have made all your changed click on Save at the top right.
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