Create text snippets

Before you start

Collect these together frequently used phrases, making sure you know where they are used.
The expanded text can usually be edited if required (a particular set up for findings excludes this option) so it is possible to leave gaps for variable pieces of data (such as "there are windows" allowing the user to insert the number of windows in the gap).
If there are a large number of text snippets or you wish to organise them according to particular forms or entry areas, split them into manageable groups and create a list of each group.

Why would I use text snippets?

Commonly used phrases can be entered quickly.
Long words and complicated spellings can be tricky with some device keyboards.
Editing time for reports is shorter when spelling and phrasing is clear and concise.

Overview of process

Step 1. Create a text snippet list

Create a list on the server called 'Text snippets'. If more than one list is being created you may wish to give it a more descriptive name such as 'Brickwork condition' or 'Follow-up requirements'.

Step 2. Add text snippet list entries

Click on the list entries link next to 'Text snippets' (or whatever name you have chosen). This will show you the existing entries and allow you to add more.
Click the Add Item button and fill in the short name that you wish your device user to chose.
Click on the first Additional Attributes which will contain the 'Expanded text' attribute created in Step 1.
Enter the expanded text that you wish to populate your text box and appear on the report.

Step 3. Identify the text snippet for text entry

Select your template from the template list and move to the text box that will be populated by the text snippets. If you have not yet created your template or text box you may wish to look at the template and the text box help pages.
Click on the text box to open the dialogue box and select the Advanced tab.
Click on the first unpopulated drop-down box and select 'Text snippets' (or other name) from the list.
Up to 4 Text snippet lists can be added to a text box.
Don't forget to save.

Step 4. Receive updates on the device

Log onto magic5 on your device.
Select Receive Updates to download the changes.
When you are ready to use the snippets in a form, press and hold on the text box to activate the list and select the appropriate one.