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The Supporting attachments item allows the user to identify files to attach to their form. |
Main |
Main screen for creating/amending a Supporting attachment item |
Main screen for creating/amending a Supporting attachment item |
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| *Question | This is the text “label” that is specifying the information that needs to be entered or the question to be answered. Although this is not necessarily a question in all cases, Question is used as the general term to cover the text shown next to an input field. The text should be as short as possible whilst still being self-explanatory. Over-long questions take up a lot of space on PDA screens with their restricted size, so try and make them concise. This text should be an aid to help guide the user through the screen. Any more explanatory text can be made available as “Auditor’s notes” or “Full question text”. | ||||||||
| Mandatory |
Tick this box if the question is mandatory and leave it blank if it is optional. This will depend on whether the answer to this question is critical to the data that is being collected, such as signature to confirm customer acceptance. |
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| Default folder | The name of the folder that the device user is likely to find the attachment in to save time on site. | ||||||||
| Maximum size in MB (default: 5) | A maximum size is desirable to control the time and cost of data carriage, as well as to ensure that large files are not rejected by any receiving mail servers. | ||||||||
| File name or pattern (eg. .pdf) | The file name or pattern entered here will filter out any obviously unsuitable files. As suggested in the prompt, enter ".pdf" for PDF files or, for instance, ".mp4" for a videos. | ||||||||
| Close file picker when file chosen | Tick this box if only 1 file is expected for attachment so that the file browser is closed once a file has been selected. If not ticked, the file browser will stay open and needs to be closed manually. | ||||||||
Advanced |
Advanced features of a Supporting attachment item. |
Advanced features that can be applied to a Supporting attachment item. |
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| Auditor's notes |
If you wish to offer the end-user guidance and direction on how to answer a question then use the Auditor’s notes field. This allows you to input any necessary text expanding on the basic question. For the end-user, the auditor’s notes are available via the “right click” option on the device – tap and hold the stylus on the question text. |
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| Don't keep previous result when part of a document lifecycle |
Tick this box if you DO NOT wish data to be collected in this template item to be copied to any jobs created directly from the original form. This is useful for a repeated task (such as booking in/out a rental item or repeated delivery) where the data remains the same but a sign-off is required so this box may be ticked for Date, Surname and Signature. Please note that if a transformation option is applied to the newly created job, this setting may be over-ruled. |
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| Full question (for report) |
The question text mentioned above should be framed in such a way as to indicate to the user the information that needs to be input. However, when this information is output on a report via the web site or a PDF additional wording may well be required. Use this field to phrase the original question in a way suitable for the report. |
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| Allow multiple results for this field? |
If you wish to have the capability of entering more than one “answer” to a question then you can use this field. If it is checked/ticked then a button will be displayed allowing further responses to be input. The text shown on this button can be specified (see below). |
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| Text on button for addigint additional results |
This option is used in conjunction with “Allow multiple results for this field” and specifies the text shown on the button (for example, “Add response” or “Another value"). |
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| Item flag |
Template item flags are used to apply display classes to template item in a consistent and efficient way. They are set up in a system list called Template item flags and might be given names such as Danger so the text appears in red, Disclaimer for smaller text, Long answer to give extra space to the answer. This means that changing the display class can be done in one place rather than on all template items. |
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| *Unique name |
A unique name must exist for everything in a magic5 template. It is so important that magic5 pre-fills the prompt with a non-meaningful name which it will use by default. This does not need to be changed. However, if the data associated with the unique name is to be used elsewhere (for example as part of a calculation, imported or exported, or carried over to a new job), it is helpful to use a meaningful name (such as RefNo, QuantityOrdered, ItemTotal, ContactName, ReasonForReferral) and this meaningful name must be entered before the template is used with real data. If the unique name is changed at a later date, existing data will not be lost but it may no longer be accessible by magic5, in which case it cannot be displayed, used in calculations or exported. It is therefore recommended that this is done only as a last resort and that the original template is duplicated before changes are made - this means that existing data can still be retrieved if necessary. If in any doubt, please contact magic5 support for the best way to deal with this. |
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