Numeric

The Numeric tool allows users to enter a number into a form. When a user taps in a numeric field in a mobile form, the numeric keypad will appear on the screen, rather than an alphanumeric keyboard. When inserting a Numeric tool into a form, you can format it as either an Integer, Decimal, or a Percentage. You can also choose to use a currency symbol in conjunction with a Numeric field; use the Decimal format if using a currency symbol.

The image below shows an example of a Numeric field used to capture the number of apples entered by the mobile form user:

Questionnare Example

Properties

Caption text: The caption is used in most cases to ask the question. In others it may be a column heading. This is a required field. Please keep in mind that captions will wrap when form elements do not fit within the width of the screen. It is important to consider how your captions will be displayed. Captions on a larger screen might look perfect, but on a smaller device, they may be forced to wrap several times. In this situation, a smaller caption should be used.

Hint: Provides additional information to the mobile form user on how a question (i.e., Caption text) should be answered. The Hint font size is smaller than the Caption font size.

Additional HTML styling can be applied on hints and captions.

Data name: Because this is a required field, doForms will default the Data name to match the Caption or Label. If these are blank, doForms will generate a generic Data name name with a sequential number (such as "untitled10"). Since it is used throughout the system, it is recommended that you enter a descriptive Data name that is easily identifiable. Nondescript Data names are difficult to find and select at a later time (e.g., when performing a calculation).

Default value: The value that appears in the Numeric field when the form is first opened. Leave this field blank if you don't want any value to appear. If you do include a default value in the field, the mobile user will be able to change the value (unless the field is marked Read only). Entering a default value is very useful if you expect the mobile form user to enter a specific number frequently. Note that repeating values can also be set on the mobile app using the Remember Answer option.

Number type: Select either Integer (only whole numbers accepted), Decimal (accepts numbers with up to 6 decimal places after the decimal point), or a Percentage (turns any number entered into a percentage).

Use currency symbol: If you select this checkbox, you will be asked to choose a currency symbol from a drop-down list. The selected symbol will be placed in front of the enterered numeric value in the mobile form. Note that the currency symbol is for display and PDF report purposes only; the currency symbol is not exported to Excel, CSV, or other Save as formats. The currency is, however, exported via web services and Sync & Save.

Negative Number These settings determine what the answer looks like if the numeric entered is negative. If "Red Text" is selected it will turn the answer red and if "Bracket" is selected it will put the negative number into () brackets. Both settings can be applied or the user can select one.

Range: Sets the Minimum and Maximum values that the mobile user may enter into the Numeric field.

Compare: This setting is used to compare two numeric fields to ensure they meet a condition (the user is prevented from submitting the form unless the condition is true). You can see if one numeric field is less than, greater than, less than or equal to, greater than or equal to, or equal to another field. For example, suppose your form has two numeric fields: Total number of apples and Number of rotten apples. Since the number of rotten apples cannot be greater than the total number of apples, you can Compare these two fields to ensure that the user cannot enter a number of rotten apples that is greater than the total number of apples.

The image below shows how to configure the Compare setting based on our example described above. The setting shows the Number of rotten apples (highlighted in red, below) must be less than or equal to the Total number of apples (highlighted in green, below):

Questionnare Example

Appearance: Determines the the colors and themes used with the tool and how you can style your form.

Justification: Allows you to apply text justification settings to certain elements of the tool. Choose the appropriate radio button for the Caption, Hint, and/or Answer fields as follows:

  • L: Left-justifies the text.

  • C: Center-justifies the text.

  • R: Right-justifies the text.

Remove Space: When selected the space Above or Below the tool is Removed. When styling the form this helps provide continuity with the layout.

Read only: These settings allow you to control which users can enter data into or edit this field. The settings are as follows:

  • View data edit: Restricts a web portal user from editing this field when editing a submitted form through the 'View data' tab

  • View data new: Restricts a web portal user from entering data into this field when creating a new form through the 'View data' tab.

  • Dispatch edit: Restricts a web portal user from editing this field when editing a submitted form through the 'Dispatch' tab.

  • Dispatch new: Restricts a web portal user from entering data into this field when creating a new dispatch through the 'Dispatch' tab.

  • Mobile: Restricts a mobile user from entering data into this field when creating a form.

  • Web App: Restricts a web app user from entering data into this field when creating a form.

  • Form Links: Restricts a web portal user from editing this field when editing a form that was sent using a form link

Required: These settings allow you to control which users are required to enter data into this field. The settings are as follows:

  • View data edit: Requires a web portal user to enter data into this field if editing and saving a submitted form through the 'View data' tab

  • View data new: Requires a web portal user to enter data into this field when creating a new form through the 'View data' tab.

  • Dispatch edit: Requires a web portal user to enter data into this field if editing and saving a submitted form through the 'Dispatch' tab.

  • Dispatch new: Requires a web portal user to enter data into this field when creating a new dispatch through the 'Dispatch' tab.

  • Mobile: Requires a mobile user to enter data into this field when creating a form.

  • Web App: Requires a web app user to enter data into this field when creating a form.

  • Form Links: Restricts a user from submitting a form link without answering this this field.

Hide: These settings allow you to hide the form field from users in specific situations. The settings are as follows:

  • View data edit: Hides this field from a web portal user when editing a submitted form through the 'View data' tab

  • View data new: Hides this field from a web portal user when creating a new form through the 'View data' tab.

  • Dispatch edit: Hides this field from a web portal user when editing a submitted form through the 'Dispatch' tab.

  • Dispatch new: Hides this field from a web portal user when creating a new dispatch through the 'Dispatch' tab.

  • Mobile: Hides this field from a mobile user when creating a form.

  • Web App: Hides this field from a web app user when creating a form.

  • In PDF and Print: Hides this field when the form is converted to PDF or printed.

  • Form Links: Hides this field on forms that are sent as form links.

Actions

Only display this question if
This is a very powerful option as it allows you to hide form elements, only exposing them if the answer to a question in your form meets the criteria you have set. Being able to hide fields unless they are needed makes form more user friendly. For example, if you have a Choose One question with the answers Yes and No, then you can say "Only display this form element if" the answer to the Choose One is "equal" to "Yes." You can combine criteria with other criteria, thus creating complex criteria for showing/hiding form elements.

Jump to
This option allows you to navigate the user to a specific location in the form based on how they answer the current question.

Jump to if : This setting works the same as jump to except only triggers when a condition is met. For example, a user could set their form to jump to "Customer Name" if question "Add New Customer?" was equal to yes.