Create New Data Form

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Create New Data Form

A new data form can be created directly on the server, based on an existing Collect template. To create a new data form, select the New button on the Data Forms page frame.


The Create Forms page opens. Enter a Name for the data form and edit the form details in the available fields. Note that Red Bold* denotes required fields.


Note: Collect form names are limited to 60 characters. The name of the data form cannot contain:

periods (.)

forward slashes (/)

backward slashes (\)

ampersands (&)

colons (:)

apostrophes (')


If these characters are included in the name, an error message will be displayed and the data form will not be created.


Special characters for languages supported in EQuIS Collect can be used in data forms and form names.


Form Details

Click on Select Form Template to open a searchable dialog window of existing templates listed in alphabetical order.

Select Form Templates

Advanced Search – Click the down arrow to expand the advanced search dialog window. Items that can be searched (e.g., Name, Version, Description) will appear in the first drop-down. By default, the first drop-down will be selected as Any. The Any option will search all the items to match the expression with any of the properties. The second drop-down allows the user to select an operator (e.g., Starts With, Ends With, Equals, Contains). By default, the operator is set to StartsWith. The operator defines how the expression is matched to the items being searched. Enter the expression to be searched in the text field. Multiple expressions can be set by clicking the + button below the first expression. Expressions can also be removed/cleared by clicking the button to the left of each expression. To collapse the advanced search dialog, click the up arrow at the bottom of the advanced search dialog. Note that collapsing the advanced search will not clear search expressions that have been setup.


The Facility auto-populates with the active Facility session for the Collect Enterprise dashboard and cannot be changed. If creating the data form while in a Facility Group or a specific facility has not been chosen on the dashboard, a drop-down will appear requiring the user to select a specific facility to assign to the data form.


If the selected template has pre-population defined, a Use Pre Population Report check box appears. Check this box to enable pre-population on this form; this will default to using the same report parameters for this form as were used when originally designing the template’s pre-population logic. If a different set of report parameters is desired, click User Report. On the Parameters screen that opens, users can load a previously saved user report by clicking Load or select the desired parameters in the main portion of the window. Click OK to save the report parameters that will be used to pre-populate this form. The name of the user report selected for pre-population will display to the right of the User Report button. To preview the pre-population output, click Preview Pre Population.


Note: The Use Pre Population Report checkbox is selected by default if the selected template has pre-population configured.




The User Groups will auto-populate to the User Groups currently assigned to the selected template. To change the User Group settings, select Users Groups to open the Groups window. Check the boxes for all desired user groups and select the OK button.


The Sync Data feature allows multiple Collect users to use the same form and see all the data that has been collected from multiple devices. Check the Sync Data box to enable the synchronization option. See the Sync Data Functionality article for additional details and an example of data syncing for multiple mobile devices.





Files can be attached to the form to be available on Collect Mobile. Attached files are displayed below the Attachments buttons. To remove any file as an attachment, select the Delete Col-Delete_Icon icon to the right of the file name.


Three sources are available to attached files: User reports, files stored in the DT_FILE table, and local files.


Attach Report


Select the Attach Report button to open the Report Selector window. Check the box to the left of the desired report name to select the report and click the OK button.


The Parameters dialog will appear. Select a User Report.


Adjust any parameters and for certain reports it is necessary to select an output type. Click the OK button. After the report is finished running, the report file name appears below the Attachments buttons.



Files Stored in DT_FILE Table


Select the Attach Files button to select files from the DT_FILE table. The search box under the column names can be used to filter the file list and easily find the desired file(s). Check the box to the left of the desired file name to select the file. Click the OK button.


The attached files will be displayed below the Attachments buttons.



Local Files


Select the Attach Local Files button to to display an Open File window. Browse to the folder containing the file(s) and select the desired attachments. The attached files will be displayed below the Attachments buttons.