Create a form

You will build a form in Field Maps Designer that mobile workers will use to collect information about park amenities.

Start a blank form and add groups

You will create a form from scratch and add groups that are relevant to your project.

  1. Browse to the Field Maps Designer home page and sign into your account.

    Field Maps Designer home page

    The Maps page appears.

  2. Click the Park Asset Inventory map you created in the Create a map with Field Maps Designer tutorial.

    Maps page

    The Form page opens with a blank form canvas.

    Form canvas

    In the Forms pane, under Layers, each layer in the map is listed. When mobile workers fill out and submit a form in Field Maps, they are adding or updating a feature within the layer. You can build a form for each of the three layers, but for this tutorial you'll focus on the Amenities layer, which is selected by default as indicated by the blue line next to it.

    Layers list

    Mobile workers will use the form to add park amenity features to the layer. To build the form, you'll use form elements found in the Form elements pane.

    Form elements list

  3. In the Form elements pane, in the Layout section, for the Group element, click the Reposition button and drag it onto the form canvas.

    Group element Reposition button

    A group is added to the form.

    Group added to the form

  4. Add a second Group element to the form.

    Group elements

    Like sections on a paper form, group elements allow you to group information together in sections that can be collapsed and expanded in Field Maps.

    Note:

    When you first add an element to the form, the layer name is used as the form title. You'll change the form title later.

  5. In the form, click the first Group element.

    The Properties pane appears.

    Properties pane

  6. In the Properties pane, for Display name, delete the existing text and type Collector information.

    Group element properties

    The name of the element updates in the form.

  7. In the form, click the second Group element and change its name to Amenity information.

    The two groups names are updated.

    Group elements with display names

  8. Click the Save to map button to save the form and all of your changes to the map.

    Save to map button

    You can also save changes to the layer if you want to reuse the form across other maps. For this tutorial, you'll save to the map. To learn more about saving to the layer, see Save the form.

    You have created a form and added two groups. Now you are ready to add elements to the form.


Enhance your form by adding basic and choice elements

Mobile workers using a form in the field must have boxes to type into or drop-down menus to choose from so they can enter information properly. There are three types of form elements that you can add: Basic, Choice, and Attachment. Basic elements include things such as text boxes, date and time options, and numbers. Choice elements allow users to make choices in the form, such as a combo box containing several options, a switch, or a list. Attachment elements allow users to provide information such as audio, documents, and media.

Add basic form elements

You have created the form and have added two groups to it. Next you'll add Basic form elements to each group.

  1. In the Form elements pane, in the Basic section, drag a Text - Single line element to the Collector information group.

    Text - Single Line element and the Collector information group

    The group updates.

    Form updates and properties pane appears

  2. In the Collector information group, click the Text - Single line element.

    The Properties pane appears.

  3. In the Properties pane, enter the following information:
    • For Display name, type Name.
    • For Field name, change the existing text to collector_name.
    • For Placeholder, type First and last name.

    Placeholder text appears in the form element until the user inputs their own data, providing a hint about the type of information they should provide.

    Collector name properties

  4. Close the Properties pane and save the form.

    Next, you'll add a number element to the same form.

  5. In the Form elements pane, drag a Number - Integer element to the Collector information group and place it under the Name box.
  6. In the Collector information group, click the Number - Integer element box.

    The Properties pane appears.

  7. In the Properties pane, enter the following information:
    • For Display name, type Collector ID.
    • For Description, type Enter the two digit ID assigned to you by the Park Committee.
    • In the Logic section, check the Required check box.

    Collector ID properties

  8. Close the Properties pane or click off the form to close it.
  9. Add a Date and time element to the Collector information group and place it under the Collector ID box.
  10. In the Collector information group, click the Date and time element box.

    The Properties pane appears.

  11. In the Properties pane, enter the following information:
    • For Display name, type Collection date.
    • For Start date, using the drop-down menus, choose today's date and set the time to 12:00 AM.
    • For End date, using the drop-down menus, choose one month from today and set the time to 12:00 AM.

    Collection date properties

  12. Close the Properties pane.

    The Collector information group is complete.

    Collector information group

    You've added Basic elements to the Collector information group. Next, you'll add form elements to the Amenity information group.

Add choice form elements

Next, you will add Choice elements such as combo boxes, option buttons, and switches to allow field workers choices when using the form in the field. You'll begin by adding a Combo box element containing all the park names for your area.

  1. Add a Combo box element to the Amenity information group. In the Amenity information group, click the Combo box element to open the Properties pane.

    A Combo box element displays options as a drop-down list in Field Maps. A warning appears because you have not yet added the choice options.

  2. In the Properties pane, enter the following information:
    • For Display name, type Park name.
    • For Field type, choose or verify String.
    • Click Create list.

    Create list

    The List of values: Park_name window appears. In this window, you can add the options that mobile workers can choose from when using the form in the field.

    List of values: Park_name window

    You can choose to enter values manually or import a .csv file to automatically populate values. To save time, you will import a .csv file containing the correct options.

  3. Download the ParkNames .csv file.
  4. Locate the folder you saved the ParkNames.csv file to and drag the file to the List of values: Park_name window.

    The ParkNames .csv file being dragged to the List of values window

    The list of values is populated with the park names from the .csv file.

    List of park names added

    The Label value is displayed in the form, and the Code value is stored in the layer.

  5. Click Done and click Continue. Close the Properties pane.

    You've successfully configured the options for the Combo box element. Next, you'll configure a Radio buttons element.

  6. Add a Radio buttons element to the Amenity information group under the Park name element. In the Amenity information group, click the Radio buttons element that you added.

    A Radio buttons element displays options as buttons on the form.

    Radio buttons element added to the form

    To reduce the amount of scrolling on the form, only use this element for five or fewer options.

  7. In the Properties pane, enter the following information:
    • For Display name, type Amenity type.
    • For Field type, choose or verify String.
    • Click the Create list button. In the List of values: Amenity_type window, manually add the list items by clicking the Add value button five times and typing the following values:

    LabelCode

    Bench

    Bench

    Trash

    Trash

    Recycling

    Recycling

    Light post

    Light post

    Restroom

    Restroom

    The Code values are automatically carried over from the Label values. You can change the code values if you want them stored differently in the layer; however, you'll use the same values for labels and codes in this example.

  8. Click Done and click Continue.

    The Amenity information group updates on the form.

    Amenity information group

  9. Close the Properties pane.
  10. Add a Switch element to the Amenity information group and click it to open the Properties pane.

    Switch elements display two options as a switch on the form. They allow mobile workers to quickly select between two options and are useful for yes or no questions.

  11. In the Properties pane, enter the following information:
    • For Display name, type Has damage?.
    • For Field type, choose or verify String.
    • In the Switch values section, for Off value, type No, and for On value, type Yes.
    • For Default value, choose No

    Has damage properties

  12. Close the Properties pane and save the form.

    The Amenity information group is complete.

    Amenity information group

    Next, you'll title the form.

  13. Click the default form title (Amenities) to edit it.

    Amenities title

  14. In the Properties pane, for Form title, type Park Amenity:

    After the text, you'll add a field value so the form title is specific to the amenity type mobile workers are collecting.

  15. Next to the title, click the Add field button.

    Add field button

  16. In the Fields drop-down list, choose the Amenity type field and click Done.

    Amenity type option in the Fields list

    {Amenity_type} is added to the end of the Park Amenity: form title.

  17. For Form title, add a space between Park Amenity: and {Amenity_type}.

    Space added between Park Amenity: and {Amenity_type} for Form title

    After mobile workers select the Amenity type option when filling out the form, the form title will update to reflect the type of amenity being collected.

  18. Close the Properties pane.

    The title has been updated and the form is complete.

    Final form configuration

  19. Click the Save to map button.

In this tutorial, you learned how to add and configure Basic and Choice elements to a form. To learn about configuring Attachment elements, see Attach more value to your forms with the new attachment element. Now that you've built the form, you can share the map with mobile workers so they can begin collecting data.

If you are following the tutorial series Get Started with Field Maps Designer, see the next tutorial in the series, Share a map for use in Field Maps.