Customize Forms in Uinta

25 Apr 2022

Uinta allows you to create custom project templates to match your data entry and office reporting needs. You can edit or add fields in your records, add tabs to categorize data entry, create conditional logic, or group record types to guide data entry workflows.

Customizations can be completed in two areas:

  1. Template Designer: In the Projects screen, you can access the Template Designer from the Menu. The Template Designer allows users to create custom project templates that will be available when starting new projects. 

Note: Changes made to a Template will only apply to future projects that are created based on the Template.

  1. Project Editor: You can further customize an active project by selecting the orange plus button, then choosing the Edit Pencil or by accessing the Project Editor.

    1. Customizing from the Edit Pencil is a great way to ensure that the data entry workflow aligns with the logical steps in the field. Once changes are made, you can "Save as Template" and future projects can be created based on the saved template.

    2. Customizing from the Project Editor screen is similar to the Template Design view, but the changes made will only apply to the active project. Once changes are made, you can "Save as Template" and future projects can be created based on the saved template.

Add or Edit Fields

Add Fields

  1. In the Project Editor, select the record you would like to add a field to.

  2. Select the pencil icon.

  3. In the Edit dialog box, select Edit Fields.

  4. Click Add Field.

  5. Select Create New or Use Existing. You can add any of the fields listed below.

 

Field Description
Attachment

     A field that launches the device camera or browses files
Bool (Yes/No)

     A field that allows the selection of two customizable options
Checkboxes

     Check multiple values from a configurable list of options
Date

     A field that stores calendar dates
Date & Time

     A field that allows the selection of a date and time
Decimal

     A numeric entry that supports decimal values
Decimal List

     A numeric entry that allows multiple decimal values
Geo-Line

     Used to store geospatial distances
Geo-Point

     Used to store geospatial point date (Latitude/Longitude)
Geo-Polygon

     Used to store geospatial areas
Multiline Text

     A multiline text field that allows input of longer text strings
Number

     A field that only allows entry of numeric integer values
Numeric List

     A numeric entry that allows multiple integer values
Numeric Text

     A text field that limits input through a customizable numeric keypad
Pick List

     A single select list with a configurable list of options
    Note: This is a legacy option that has been replaced by Select List.
Select List

     A searchable single or multi-select list
Sequence Number

     An automatically assigned numeric sequence number
Text

     A free form, single line, text input field
Text List

     A text input field that allows multiple entries

 

Organize or Edit Fields

 

 

 

  1. Tap the gear icon on the far right and select one of the following:

  • Move Top, Move Up, Move Down, Move Bottom
  • Hide
  • Make Required
  • Add to Label
  • Edit
  • Delete

Note: In Windows, you can also move the fields by dragging and dropping them.

If you select Edit, you can change the name of the field, add field instructions, determine if the field is required, or add an abbreviated name.

  1. Click Update to save your changes.

Add or Edit Tabs

Add Tab

 

 

  1. In the Project Editor, select the record template you would like to add a tab to.

  2. Select the pencil icon.

  3. Click Edit Fields.

  4. Select Tabs.

  5. Click Add Tab.

  6. Give the tab a name and customize the description, style, form layout, or default view if desired.

  7. Click Add Fields to add any of the fields listed in the table above to the tab.

Edit Tabs

  1. In the Project Editor, select the tab you would like to edit.

  2. In the right-hand corner of the Tab form, select the pencil icon. 

You can also edit the tab by clicking the gear icon next to the tab you would like to edit.

 

Set Up Conditional Logic

Conditional logic cannot be created in Android. However, if you create conditional logic for your project in Windows, the logic will still work if you use the project in Android.

 

 

  1. In the Project Editor, select the record you want to add conditional logic to.

  2. Click the Conditional Logic tab.

  3. Click Add Condition

  4. In the dialog box, use the drop-down option to determine If...., Then..., and Otherwise...

  5. Click Complete.

In the Form Condition Overview dialog box, you can edit any of the fields in the conditional logic.

 

Group Records

You can group records in three ways:

Option 1:

 

 

 

 

 

 

 

  1. Click the orange plus button.

  2. Click the pencil icon.

  3. Click New Record Template.

  4. Give the New Record a name.

  5. Select what the record should be based on:

  • New Form Type
  • Area
  • Line 
  • Point
  • Record

  1. Check the Group check box.

This will group the record with the record it is based on. For example, if you base the record template on a point, it will be grouped under Point when you click on the orange plus button.

  1. Select an icon and color.

  2. Click the green check.

Option 2:

 

 

  1. Open the Project Editor.

  2. Select the record you would like to group.

  3. Click the orange plus button to create a new record template based on the record you selected.

  4. Give the record template a name, color, and icon.

  5. Click the green check.

You can move the record templates around by using the ungroup, group, up, and down options on the bottom of the screen. Group the record templates by indenting and outdenting.

Option 3:

 

 

 

 

 

 

 

 

 

  1. Open the Project Editor.

  2. Click the orange plus button.

  3. Give the New Record a name.

  4. Select what the record should be based on:

  • New Form Type
  • Area 
  • Line
  • Point
  • Record

  1. Check the Group check box.

This will group the record with the record it is based on. For example, if you base the record on a point, it will be grouped under Point when you click on the orange plus button.

If you don't check the Group check box, you can move the record templates around by using the outdent, indent, up, and down option on the bottom of the screen. Group the record templates by indenting and outdenting.

  1. Select an icon and color.

  2. Click the green check.

 

Related Information

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