Introduction

This guide demonstrates how to add customizable data forms to a guide page that will be completed by the user in Operator View.

Tools

No tools required.

Parts

No parts required.

Click the Edit button at the top right corner of your guide page to open the edit page for this guide.
  • Click the Edit button at the top right corner of your guide page to open the edit page for this guide.

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Scroll down and click On for the Data Capture toggle on the right side of the page.
  • Scroll down and click On for the Data Capture toggle on the right side of the page.

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Click the Operator View option in the top menu to view your guide in the single-step Operator View. Click to open the full-screen Operator View for this guide.
  • Click the Operator View option in the top menu to view your guide in the single-step Operator View.

  • Click to open the full-screen Operator View for this guide.

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Edit the step by clicking the Edit button in the top right corner of the guide step. Scroll down to the bottom of the step until you see the Drag & Drop Components and the Step Form.
  • Edit the step by clicking the Edit button in the top right corner of the guide step.

  • Scroll down to the bottom of the step until you see the Drag & Drop Components and the Step Form.

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  • Drag and drop the components you'd like to use from the box on the left to the Step Form box on the right.

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  • Customize each component by clicking on it in the Step Form box.

  • Enter the text for the prompt you wish to create.

  • Enter a sample answer.

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To make a form required, check the box labeled Required beneath the text box.
  • To make a form required, check the box labeled Required beneath the text box.

  • Only text fields can be marked as required. Required fields force the user to enter a value in the field before they are able to save the form for this step or complete the guide.

  • Required fields are identified with red asterisks.

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Once you have created the desired fields for your form, click "Save" to create the step form.
  • Once you have created the desired fields for your form, click "Save" to create the step form.

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Finish Line

Dozuki System

Member since: 09/24/2009

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