The settings in the main Form element on top of the Elements panel control many features regarding the entire form. In this element’s Element Properties you can set things like date formats, page margins, language for spellcheck, description formula, states of completion, email notifications etc.
Perhaps the most important setting here is the Description Formula field. You can read about this in Designing: 6.2 Description Formula.
Most of the properties in this tab concerns the display of date and time elements. The settings here apply to all date and time elements throughout the form. You can also set date and time options on each individual date and time element. See Designing: 4.3 Date and Time for a description of the individual settings. Note that the start day of the week for date calendars can only be set here on the form element, not on the individual data and time elements.
Tip: You should probably change the Form Element ID at the bottom of this tab if you have copied the form from somewhere else.
This is where you set rules that involve a IF… THEN logic, often used to hide or show specific parts of a form. Read more about rules in Designing: 5.1 Rules (branching/skip formulas).
The three top settings concern the look of the form’s “card” in the Next app. Set the color of the text and the background of its card (default is black text on white background, as the middle form in the picture below). These colors will be used both in the Forms section and the Tasks section of the Next app.
Here you can specify various settings regarding the print output to a PDF file, such as page size and margins and what to include and exclude from print. If a header or footer won’t show on the PDF, try enlarging the margin size on the top or the bottom. In the picture above the left and right margins are set to 50px and the top and bottom margins are 100px.
In addition there are some PDF settings for the individual page elements. See section Designing: 4.2.4 PDF tab
The first options here, Language and Country, decide the national settings to be used in the Zegeba web app in your browser, such as spelling, decimal sign, currency etc.
The Word Break (not PDF) decides what type of word breaks you want in text entered in a form. The default is “Automatic” – a ‘gentle’ form of breaking words. You can also select “Anywhere in a word” or “Never break a word”.
The Min/Max view width controls how much a form will change size when viewed on a phone screen. Zegeba forms are responsive, they will change the way they look on a phone or tablet to fit all parts of the form in one screen, so some elements may look very small. If you put Min view width to 700, the form will not go below 700 pixels in width, but rather show a scrollbar that you must use to see the entire form.
Hide Remark functionality (star next to input fields): When there is a star to the left of an input element, you can press this to get a screen where you can add remarks of the types Follow up, Incomplete or Note. The remark will be displayed right below the input element, but it will not be printed on the PDF nor be transferred to Power BI or other types of software integrated with Zegeba.
The Hide Remark functionality is switched On for all elements. To use the Remark functionality you must turn this general property Off and then then turn it on for individual elements.
From Zegeba v 4.0, you can select the option Hide + and – buttons in Decimal and Number elements to remove the + and – buttons on these elements. When this option is selected you can not turn the buttons on for individual Decimal and Number elements.
If the form will be used under difficult conditions, for instance with international lines of poor quality, select Allow upload without captured multimedia to send the data capture without captured multimedia that require good bandwidth to be uploaded.
Select Hide ‘Do not Send’ / ‘Send Unfinished’ / ‘Lock’ state if you do not want users to have access to these states on the Summary page.
Select Unfinished forms should not be sent to ensure that all elements are filled in before the PDF reports are mailed.
Select Reapply rules, validations and calculations when loading existing data to ensure that everything is recalculated when data is loaded for instance from a task template.
If you prefer to use customized Link buttons on the form pages to navigate from page to page, you can select Hide navigation bar at the bottom to get rid of the page bar at the bottom of the form screen. Note that you will then not be able to access the Summary screen, so you have to place Action elements as [Save] buttons etc. on the form pages instead.
With Show Audit Info switched on, form elements will during data capture show the username, date and/or time when users fill them in. This is handy for instance when several people work on the same form – to track who entered what. You can set the audit for individual elements in a form or for all at once.
Check Show Audit Info and then select the way you wish to show the user info:
In the example shown below, we have selected to include Username and Date & Time.
From Zegeba v 4.4, you can exclude Audit Info from being printed on the PDF, either for the entire form or for individual elements. This option can be found in the PDF tab.
Note: Audit info is not available for data entered in repeats.
Enable Email Notifications is described in Designing: 8.2 Automatic email notifications with PDF reports and form links.
The standard Zegeba setup provides the states of form completion pictured above. Users access these from the Summary page by pressing [Set Form State] after a capture or by pressing a [Set Form State] Action button inside the form (see Designing: 4.1 List of elements). In Configure form states you can enter code to change these states to the ones you want to use in your workflow. Press here to open a separate window with an example of a JSON code for 3 form states. You can enter as many form states as you wish using these parameters:
“color”: type an ordinary color name here. The color will be displayed as small circle next to the report in the Next app.
“state”: the one-word, lower-case name you type here will be used as the internal name. If you must use more words, use an underscore between them, such as “send_to_manager”. You can only use regular letters and numbers in the name. This state name will also be displayed in the list in the menu option Data Views, so it should resemble the display name listed in the line below it.
“displayName”: type any text string in any language. It will be shown in the form’s Summary Page as the “official” form state.
“progress”: from Zegeba v 3.29 onwards you can specify a percentage value here to indicate the progress of work on a form report. The percentage will be appended to the name of the form state and listed in a separate, sortable column in Data Views.
“action”: this is used when a specific action should take place in the Next app when the state is selected. The actions available are “readOnly” and “locked”:
“action:” “readOnly” will allow the report to be viewed and read, but not edited.
“action:” “locked” will lock the form so it cannot be opened in the Next app.
These action states have no effect in the Dashboard, but in the Next app they will be shown with an eye icon (readOnly) or a lock icon (locked) on the reports:
Prefill form with data
The options Prefill form with data and Enable Server Fill Mapping are used when you want to prefill a form before the user starts entering data in it.
Press here to open a separate window with the JSON code for a prefill of two fields. You can copy the sections between the commas to enter more prefill fields in “Prefill form with data”.
“Enable Server Fill Mapping” is used by Zegeba staff to e.g. set a sequence number for each report as it is synced to the server.
From Zegeba v 4.4 you can also prefill a form with data entered for the current user in the Dashboard’s Users screen. Press here to see the code for prefill of all user fields, such as Username, email, etc. By using this kind of prefill, the current user does not have to enter their own name, email, etc. into each report they make.
Contact Zegeba Support if you want more information on this.
Enable form state mapping rule
The answer to an element can set the form’s state. In the example below we have a Single Select element with the option IDs option_1, option_2, option_3. If the user selects Option 1, the form state will be set to default. Option 2 selected will set from state incomplete. etc. The state name to be used is the internal name you choose, as mentioned in the “Form state” section above. You can use as many options as you want in this rule, but only for one element in the form.
You can copy the code shown in the picture here, and change it to suit the settings in your form.