Before we get started with adding user field information here is a quick look at the user field types supported on iTWOcx RIB CX Mobile compared to iTWOcxRIB CX.
User
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Field Types Supported
Form / Userfields Support
| User Field Types | RIB CX Mobile |
| RIB 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 |
| Infonote |
|---|
Please note that to be able to view the user fields on an iTWOcx a form on iTWOcx the RIB CX Mobile App, the user fields will need to be configured on the online platform first. Administrators Only click here. |
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Edit User
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Field Information
To edit the form user fields on iTWOcx the RIB CX Mobile App go to the Form tab of a document.
In this example we will create a Defect documentform.
1. First Click on Modules tab.
2. Select Defects Module.
3. Select Defects Document type.
4. Click on the Create New Document button on the bottom right.
5. New Defect is created.
6. Select the form tab
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Here you will be able to see all the user fields you have access to
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1. Text fields will be given a .
- User fields with selectable options (such as select, radio, tick boxes, cascading) will display the options you can select from. (eg Location).
- User fields that are text fields will allow you to click in the text area to add your
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- comments. (eg
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- Further Notes)
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2. User fields with different options display the options you have access to so you can make your selection (eg Location)
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- .
Using the Toggle Feature
When creating and modifying forms on the mobile app, RIB 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.
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Edit a Select or Radio User Field
1. Click on the blank area.
2. The options you have available to you will be shown.
3. Select the option you want.
4. The app will take you back to the form tab with your selection.
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Edit a Check
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Box User Field
1. Click on the blank area.
2. The options you have available to you will be shown.
3. Select the option or options you want by tapping on the checkbox icon you want.
4. When you are done, Click on the Done button.
5. The app will take you back to the form tab with your selection.
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Edit a Cascading
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User Field
1. Click on the blank area.
2. The options you have available to you will be shown.
3. Select the option you want.
4. You will be automatically taken to the option under this level.
5. Keep selecting values as needed.
6. Once all the levels have been selected the the app will take you back to the form tab with your selection
Mandatory or required user fields
Mandatory or required user fields will be have an asterix next to them. You must fill in these fields before you can submit the document..
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.
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Save Your Changes
1. After you have made all your changed click on Save at the top right.
2. And then Save and Close.
3. All your changes will be uploaded to iTWOcx RIB CX and the history of the document will reflect what you changed and well in order to maintain a complete audit history
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