AssetWise Inspections

Setting Control Properties

Once controls have been added to the form, those controls must have their properties set in order for the form to look and function as desired.
Note: When the Add Multiple Fields control is used, the basic settings for each field added are already established.

To select a control to edit its properties, click on the control within the form or use the Control dropdown in the Properties section to locate the desired control. The orange border around a control indicates that it is currently selected.

  • Control Dropdown – Use the Control dropdown to select a control and edit its properties.
  • Information – Use the Name textbox to change the name of the selected control if desired.
    • The Element textbox displays what type of control is selected; textbox, dropdown, etc.
  • Functionality – The Data Source dropdown allows the admin to determine where values are pulled from when the form is opened on an inspection report. The default option will show report values within a report and asset values within the edit asset values. The Project or Work Spec. options will display values of the field from the template on the project or work spec. page.
    • The Field option allows the admin to link the selected control to a field. This is one of the most important aspects of the Forms Designer because it ensures that the correct information is displayed on the form and also that the information is stored when a user enters it during an inspection. To link the control to a field, click the symbol to open a popup listing all of the fields that have been created through the Site Configuration tools and are available to be selected.
    • The Tab Index textbox allows the admin to determine the flow of controls for using the Tab key on the keyboard to travel from one control to the next when the user is filling out the form. By default, the tab index will follow the controls from top to bottom, column by column.
    • Use the Read Only T/F dropdown to determine whether the selected control should be read only for users.
    • If the Show Field Choice Name dropdown is set to true, once a selection is made from the dropdown on the form both the field choice name and value will be displayed.
    • The Scripts field is no longer being used.
  • Positioning – The Positioning section options allow the admin to establish the specific location and size of the control on the form. If a form with a clean appearance is desired, the Top and Left textboxes are very useful in ensuring that all of the controls line up perfectly. The Width will control how long the field is and the Height will control how tall the field is.
  • Display – The Display section options allow the admin to establish the look of the selected control by changing items such as the font, alignment, and border style.
    • The Alignment dropdown gives several different options for aligning the text within the field or label.
    • Every item on the form has a Z-index. If two or more items overlap, this field determines which is on top.
    • The Border Style dropdown determines if the control will have a border around it and what kind.