Customize a Project

After you create a project, customize the record types and fields to match the data you need to collect. A project can have as many record types and fields as you want.

Open Project Editor

Use the project editor to customize the record types and fields to fit your job.

To open the project editor,

1. Open the project.
2. Open the menu and select Project editor.

Or, tap . In the Select Record Type dialog box, tap and then tap Project editor .

Add a Record Type

To add a record type to a project,

1. Open the project, and then open the project editor.
2. With no record types selected, tap .

Or, to add a record type from the project, tap . Then, tap and tap New record type .

1. In the New Record Type dialog box, enter the name for the record type.
   
2. In Based on, select the record type on which to base it.
   
   1. Select Group to organize the new record type with its base record type. For information on the benefits of grouping records, see Group Record Types.

1. Change the symbol type, color, and icon as desired.
   
2. Tap .

Add Fields to a Record Type

To add fields to a record type,

1. Open the project editor.
2. Select the record type that you want to edit, and tap .

Uinta displays a list of fields in the record type.

1. To add a field, tap Add field in Windows or tap  in Android or iOS.
   

Creating a new field is the default. To use a field defined in other records, tap Use Existing.

1. Select the type of field that you want to add.

If you are creating a new field, narrow the list of field types by selecting a category.

1. Tap .
2. Enter the name of the field, field instructions (optional), and abbreviation (optional).
   
3. Select Required if a user cannot leave the field blank.
4. If the field requires additional information, tap . Finish configuring the field.
5. Tap .

Add a Non-Spatial Record

Use a non-spatial record type, such as or Record, to create a custom data collection form that does not require a geo-line, geo-point, or geo-area. This record type is only visible from the List View.

To add a non-spatial record,

1. Open the project in Map View or List View.
2. Tap .
3. From the Select Record Type dialog box, select the non-spatial record type.

The name of the record type depends on how your project was set up.

1. Enter the information for the record.
2. Tap Save.

Edit a Record Type and Fields

Open project editor to edit a record type and fields.

Move or Delete a Record Type

To move or delete a record type,

1. Select the record type that you want to edit.
2. Use the pop-up menu at the bottom of the screen to group/ungroup and move the selected record type.
   
3. To delete the record type, tap next to the record type.

Edit a Field in a Record Type

To edit a field in a record type,

1. To edit the fields in the record type, tap next to the record type.
   Uinta displays the fields in the record type.
   
2. Select the checkbox next to the field you want to edit to open the Editing pop-up menu.
    
3. Tap Edit .

The banner at the top of the screen shows which record types share this field.

1. Edit the field information.

For example, you can add field instructions, make the field required, or enter a field name abbreviation.

1. After you finish, tap Update.
   • If the field is used by other record types, determine how you want to apply the changes. Tap Apply to All, Only on (record type), or Cancel.
     
2. Tap to close the record type.
3. To close the template, tap . Uinta confirms that you want to save your changes.
   
4. Tap Save.

Delete a Field in a Record Type

To delete a field in a record type,

1. Tap next to the record type.
2. Select the checkbox next to the field you want to edit. Uinta displays the Editing pop-up menu.
    
3. Tap Delete .

Uinta confirms that you want to delete the field.

1. Tap Delete.

Reorder the Fields in a Record Type

To reorder the fields in a record type,

1. Tap next to the record type.
2. To move a field, drag it to the desired location.

Or, select the checkbox next to the field and use the buttons in the Editing pop-up menu to move the field.

 

Add Field to Label

To add the field name to the record label,

1. Tap .
2. Select Add to label.

 

Hide Field in Data Entry Form

To hide the field in the data entry form,

1. Tap
2. Select Hide.

Create a Tab

Note: The ability to create tabs is an advanced form design feature that is only available in Uinta for Windows. However, you can view and use templates and projects with tabs in Uinta for Android and Apple iOS.

With tabs, you can group and organize data within a data entry form.

To create a tab,

1. Open the project editor.
2. Select the record type that you want to edit and tap next to the record type.
   Uinta displays the fields in the record.
3. Select Tabs at the top of the screen.
4. Tap Add tab.
5. Select one of the following options.
   

Tab Options
To	Steps
Add a tab to a record	Tap New tab. Enter the name, select the record type on which it should be based, and select the identifying color and icon for the tab. Tap .
Add an existing record type as a tab in this record	Tap Existing record type. Select the desired record type.
Add a table with reference data	Tap Related table. Enter the name of the tab, select record type on which it should be based, and select the identifying color and icon.

1. To add fields to the tab, select the tab and tap Add field. (See Add a field to a Record Type.)

Create Conditional Logic in a Form

Note: Creating conditional logic is an advanced form design feature available in Uinta for Windows. However, any conditional logic added to templates and projects in Uinta for Windows will work in Uinta for Android and Apple iOS.

Conditional logic uses an "if, then" correlation to customize the fields that appear when you add a record.  The information entered in one field can determine whether additional related fields appear on the screen.

To apply conditional logic to the fields in project record,

1. Open the project editor. Uinta displays the fields in the record type.
2. Tap the Logic tab.
3. Tap Add logic.
   
4. In Field, select the field on which to base the conditional logic (the "if" clause).
5. In Values, enter the value that triggers the conditional logic.

In the following example, the selected field is Needs repair? and the value is set to Yes.

To add an additional field to the "if" clause, tap Add condition.

1. Tap Then.
   
2. In Action, select the desired action that occurs if the "If" clause is met.
3. In Field, select the field that is affected by the action.

In the following example, the field Repair notes displays when the field Needs repair? is set to Yes.

To add an additional action, tap Add action.

1. Tap Otherwise.
2. In Action, select the action that you want to occur if the "if" clause is not met.
3. In Field, select the field affected by the action you entered.

In the following example, Uinta hides the field Repair notes when the field Needs repair? is set to No.

1. Tap Complete.
2. Review the conditional logic, and tap Save.
   

The Logic tab displays all conditional logic applied to the record type.

Group Record Types

For projects with many record types, you can group the record types into categories to organize the project and simplify the data collection process. In the following example, the record types are organized into four groups and each group has a subset of record types. The number shows the number of record types in that group. Tap the group to view the record types.

To group record types,

1. Open the project editor.
2. With no record types selected, tap .
   
3. Enter the group name.
4. In Based on, select to create a record type without any fields.
5. Select the symbol type, color, and icon.
6. Tap .

 

Add a Record Type to the Group

1. Select the record type that you want to group.
2. Use directional buttons in the pop-up menu to move the record type below the group name.
3. Tap Group.
   

Add Project Hierarchy

Use project hierarchy to define a user's work flow and create levels of data within a project. This allows you to create sub-projects within a project database. You can add project hierarchy to a project or a template.

Note: Setting up project hierarchy is optional and an advanced topic. For additional information, contact uintasoftware@junipersys.com.

To create a project hierarchy in a template or project,

1. Open the template, or open the project editor for the project.
2. Select the Project Hierarchy tab.
3. Tap .
4. Select Use Existing.
5. Select a record type that you want to be first in the user's work flow.
6. Continue to build the work flow.
7. Tap to close the project editor.