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
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Asterix added beside Required User Field LabelsWhen a User Field (UF) is added to the form designer, and a label is linked to the UF and marked as required, an asterisk (*) will automatically be added at the end of the label to indicate its required status. Example:
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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. When deleting the Section, it will remove any data placed within these cells. It is best to start with a plan and place the Sections on your form at the beginning. |
Move or Relocate Section
You can move entire form Sections via drag and drop. You must drop the section into an empty row with no data.
You can also hide a section and show it only when required. For more info, click Section Properties
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 as a summary table, from user fields of related forms, on the form that Related Summary is configured on. You can pick the related user fields from multiple forms, to display on this target form.
It allows users to create concise summaries of related data from different form types.
When adding the Related Summary element to a form, users can specify the form types they wish to include in the summary report.
Subsequently, a list of available fields from the selected form types is presented for users to choose from and add to the Related Summary table.
It is dynamically populated with data obtained by reading related forms, providing users with a comprehensive overview of interconnected information.
Users have the flexibility to add one or more Related Summary tables to a single form, enabling them to efficiently organise and analyse related data.
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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 |
How it Works
Related Summary function reads the user field data from forms associated with the form that the Related Summary is configured on.
It then populates that information into the related summary, in a table format
Configuring a related summary
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 : If you are likely to associate multiple forms to the target form with the related summary you can configure whether to display the information from the Latest form (by issued date) for a particular type or all of the related forms of that particular type. Drop down menu and pick from Latest forms or All Forms.
- Populate the related summary with information from just the latest associated form for a particular type (by Issued Date) or
- All the forms associated for a particular type.
Here are examples of how this would look for each scenario
Latest forms only
From All Associated Forms
.png?version=1&modificationDate=1713241950881&cacheVersion=1&api=v2)
Step 4. Select Standard Fields - while the related summary is mainly to display user field information, you also have the ability to view metadata from 3 standard fields. Namely the Reference, Title and Status of those forms.
Step 5. This allows the user to select from a list of fields configured as common or 'common based' on user field type, code, and description (case sensitive). Once selected it is these fields that the related summary will read and populate from the associated 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 'common-based' 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 with List user field
Related summary can also include user fields that are in a List user field. Once added the list fields will display information from the list field in sub-rows to the main form :
Similarly you can have multiple forms in a related summary, that include user-fields inside and outside list user field
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.
Label
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A label can have up to 2000 characters. This includes all formatting, HTML tags, and line breaks. |
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
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Asterix appears beside Required User Field Labels When a User Field (UF) is added to the form designer, and a label is linked to the UF and marked as required, an asterisk (*) will automatically be added at the end of the label to indicate its required status. Example:
 For more information on Mandatory User Fields click here |
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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Place Sections FirstSections may contain any form element type, and rows can easily be added and removed as required. When deleting the Section, it will remove any data placed within these cells. It is best to start with a plan and place the Sections on your form at the beginning. |
Move or Relocate Section
You can move entire form Sections via drag and drop. You must drop the section into an empty row with no data.
You can also hide a section and show it only when required. For more info, click Section Properties
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 as a summary table, from user fields of related forms, on the form that Related Summary is configured on. You can pick the related user fields from multiple forms, to display on this target form.
It allows users to create concise summaries of related data from different form types.
When adding the Related Summary element to a form, users can specify the form types they wish to include in the summary report.
Subsequently, a list of available fields from the selected form types is presented for users to choose from and add to the Related Summary table.
It is dynamically populated with data obtained by reading related forms, providing users with a comprehensive overview of interconnected information.
Users have the flexibility to add one or more Related Summary tables to a single form, enabling them to efficiently organise and analyse related data.
| Info |
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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 |
How it Works
Related Summary function reads the user field data from forms associated with the form that the Related Summary is configured on.
It then populates that information into the related summary, in a table format
Configuring a related summary
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 : If you are likely to associate multiple forms to the target form with the related summary you can configure whether to display the information from the Latest form (by issued date) for a particular type or all of the related forms of that particular type. Drop down menu and pick from Latest forms or All Forms.
Populate the related summary with information from just the latest associated form for a particular type (by Issued Date) or
All the forms associated for a particular type.
Here are examples of how this would look for each scenario
Latest forms only
From All Associated Forms
.png?version=1&modificationDate=1713241950881&cacheVersion=1&api=v2&width=1168)
Step 4. Select Standard Fields - while the related summary is mainly to display user field information, you also have the ability to view metadata from 3 standard fields. Namely the Reference, Title and Status of those forms.
Step 5. This allows the user to select from a list of fields configured as common or 'common based' on user field type, code, and description (case sensitive). Once selected it is these fields that the related summary will read and populate from the associated 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 'common-based' 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 with List user field
Related summary can also include user fields that are in a List user field. Once added the list fields will display information from the list field in sub-rows to the main form :
Similarly you can have multiple forms in a related summary, that include user-fields inside and outside list user field
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It is worth noting that you can scroll through rows of Related Summary while keeping the header frozen/locked as shown here |
QR Code
Our QR code function allows users to create a QR code ba
Drag and Drop: Users can drag and drop the QR Code element into the layout, similar to the image element.
Display Placeholder: Once added, the QR Code element will display as [QR Code Element].
Empty QR Code: When creating a new form, an empty QR Code element will be shown on the new form screen.
QR Code Generation: After the form is created, a QR code will be generated based on the form link and updated on the form.
QR Code Format: The format of the QR code is https://mobile.itwocx.com/?qr=type={QR Code Type}|{Project Id}|{Form Type Id}|{Document Id}.
QR Code Scanning: When scanned using the RIB CX app, the form will load if the user has access to it.
Insert an image to the form
Add an image to your form layout
Now you can add an image to your form layout
Drag and drop the image form element into your form layout and paste an image URL from the web
Enter formats png, jpg, jpeg image url
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.
Add Image Element to a Form Section
You can add/configure an image element within a Form Section
With this update, you will have the ability to add an image element to the Form as well as within a Section
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Please note you cannot add an image element to a List Control |
.png?version=1&modificationDate=1716374684507&cacheVersion=1&api=v2)
.png?version=1&modificationDate=1716374684507&cacheVersion=1&api=v2&width=1168)
Drag and drop Image element within the section (as you would out of the section) and insert the url for image.
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 |
Cumulative | |
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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Addressing Elements |