Forms and Views

Using Forms

Forms are screens with the Android Mobile app that allow users to edit a record's attributes and view is related children records. The first part of a form is the screen that allows users to edit the selected records attributes. This is made up of a pre-defined list of fields that are found in the module. This is the main screen of a form.

  • Tap in the desired field to fill it out.
  • Picklist Fields - a popup will appear with a list of values. After selecting the value the code will appear in the field and the Text will appear beside it.
  • All other fields will allow values to be typed into the field.
  • To cancel filling out a form hit the back button on the device.
  • Swipe up to view more fields.

    Note: Some fields are auto-calculated. The values in these fields will NOT calculate until the record is saved.

    Note: Required field names are followed by an *.

    Note: To move from the child form back to the Work Order form hit the device's back button.

Special Function Buttons

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Save - In the bottom right corner tap the save icon. This will save the form and return to the previous view or display a message stating that the record was saved.

map

Show in Map - This icon shows up in the bottom left hand corner of Work Order, Location and Asset forms. Tap it to view the current record in the map.

 

Work Order Form

 

 

Using Views

Some types of records have related children modules. For example Work Order records have Task children records. If selected record has related children modules then there will tabs along the top of the form. On each of these tabs is the Lucity symbol and a label. Tapping on a tab will bring up a view of all the related children records of that type.

Tap on child record to open up a form for that child record with a list of fields to fill out. If the child record has its own children record it will have tabs at the top to load views of those records as well. Clicking on those records will open the corresponding forms.

  • Tap on a tab to switch to that tab.
  • Tap on a record to view that record's form.
  • Press and hold on a record to Delete the record. (A prompt will appear asking for confirmation)
  • Swipe up to view more records.

Special Function Buttons

new

Add Record - Creates a new record within the current view and opens the form to fill out that record.

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Refresh - Reloads the current view to display changes.

nextpage

Navigation - The bottom right corner of the screen displays how many pages of Work Order records there are. If there is more than one page navigation arrows will appear. The number of records on a page is set using the page size setting.

Menu Options

  • Return to Hub

 

Work Order Child Views

See Also

Using the App

The Hub

Filters

Map Mode

New Work Order Form

Work Order View

Field Popups

Settings