Trends

The Trends tool is a variation of the Numeric tool designed to provide a visual comparison of prior values recorded by the same question. The comparison can be in a tabular format and/or a graphical format.

IMPORTANT - The trends tool requires an Internet connection to retrieve the "prior values" for comparison.

Given numeric values V(i) that are recorded at date:time T(i), the Trends table values are calculated as follows:

Trend Table

In the example below V(i)=65. All of the prior values were recorded on the same date T(i), so they are ordered by Date_Created (see explanation of the "Trending date" property below). Trend by Date

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).

Appearance: doForms allows you to set a default set of appearance parameters. This eliminates the need for you to have to set colors and other parameters each time you add an element to your form. You can however override the default settings for any tool by simply picking the Custom option. You can also edit the default by clicking on the edit defaults option.

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: This parameter is used to remove the space just before and just after the tool. By removing space two elements can be made to appear linked or as a single element.

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.

Use currency symbol: Allows you to select a currency symbol.

Number type: Type of number accepted: either Decimal or Integer. Note that Integers are limited to 19 digits.

Number of values: This is the number of prior values that will be displayed in the trends table rows and/or the axes of the graph. These prior values will be read from prior data records submitted to your website. This value must be less than or equal to 20.

Trending date: This is a date:time field in the form that will determine the order of the prior values. You can use any date, time, or date:time field in your form; or you can use the system date_created, which is the date:time when the prior record was first saved as “completed” on the device used to capture it. Note that if for any reason the date or time field of two or more data records is the same, then the “date_created” will be used to determine their order.

Key field filter: This field is used to determine which records will be compared by the Trends tool. For example, if a single form is used for taking measurements at different sites, then this value would probably be a Site_ID or something similar. Using this property will guarantee that measurements taken at the same site will be compared.

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.