Build new QM365App forms

Owned by Karin Gjerde-Meyer (Unlicensed)
Mar 13, 2023
5 min read

Each list that you have created requires that you have at least one registration form in the App. It is actually possible to have different registration forms if you can have different fields to be displayed depending on, for example, the type of reporting on the same form. This can typically be used when you have many different questions for protection rounds in a SharePoint list and then you create different forms based on the type of protection round it is.

Open the tool here: Go to Manage/Better/Sitepages and click on QM365App.aspx. You may want to save this link in your browser favorites.

Create a new form

  • To create a new form, start the Form Configurator

  • Click “Activate base Url”

  • Click “Create a configuration”

  • Select the radio button “List”

(If the menu is to be an internet link, select URL)

  • Select the list for which you will create a form in the drop-down list

Edit an existing form

  • To edit an existing form, launch the Form Configurator

  • Click “Activate base Url”

  • Click "Modify a configuration"

  • Click on the form you want to change

Edit metadata

Above metadata, you have the option to Save, Delete, Copy and Cancel. In the metadata itself, you have the following fields with explanations:

  • Menu Title: enter the name of the form. you can also enter translations - read the explanation by clicking on the question mark

  • Parents: here you select the forms that can use this form as children. This means that "parent form" can call this form with the rule "AddChild".

  • Profiles: Enter the profiles that will display this form

  • Formindex: enter the number for the order in which this form should appear in the menu

  • InactiveForm: tick if the form is inactive and should not be displayed in the menu.

  • Background color - Here the customer can choose the form's background colour

  • Text Color - Here the customer can choose their own text colour. YOU can see in the Sample Text what it looks like.

  • Icon - We can set an icon for a form

  • Group Name - We can group the forms

Configure form

You now get the form configurator. It has built-in guidance by placing the mouse over the various question marks which will then provide the explanations you need.

  • Field: Tick the columns you want to use in the form on the far left

  • ID Index: enter the index / order you want the fields to appear in the form using numbers: 1,2,3,4 etc

  • Required: Tick here if the field is to be required

  • Hidden: Tick here if the field is to be hidden. These fields must get their data from "Default value", "Binding" or a "Set value" rule (see the Rule column)

  • Attachment: Tick here if an attachment is required for this field

  • Default value: enter the value with which the field is to be filled - either as predefined and can be changed, or as the field is hidden/hidden

  • Binding: select data located in the app with which the field is to be filled

  • Add Heading: if the field should have a heading, then select the format and the text to be displayed in the box below and choose whether the heading should be displayed above or below the Field Name, or below the input

  • Additional fields: click the arrow to expand to see all the other fields that can be defined. These require from some to advanced technical understanding in order to be used and often require help from our technicians

    • Group: All fields that should belong together in a group are given the same group name - they will then be grouped together in the form display. For example: "Fire protection". If the name begins with an "underscore" (_), only the Group name is displayed and the user of the form must expand. You can then write (_Brannvern). This makes it easy to create very large forms with many elements to be clear based on categories - for example protection rounds.

    • Rule: here you can define three different rules based on programming:

      • displayWhen: display different fields based on a rule

      • setValueWhen: write values ​​to a field based on a rule

      • addChild: add sub-form - eg Measure from another list

      • addLableWhen: show help text based on a rule

      • setRequiredWhen: Create a required field based on a rule

    • IsHorizontal: displays selection columns vertically instead of horizontally

    • AutoComplete: if the list has >5000 items then we can use AutoComplete

    • Dropdown: shows only a dropdown menu

    • Dropdown with search: displays a dropdown menu in which you can search

    • REST for Dropdown: adds a rule to the list

    • REST with search value: adds a rule to the list

    • Additional Config: can be used to encrypt fields and fill information from mother to child

    • Lookup URL: Base URL to lookup list

Important clarifications when designing the form

  • Which forms should be entered from Mobile and PC

  • What kind of logic should be in the form: sequence, rules, sub-form etc

  • Should you save GPS coordinates? It requires approval from the user. Should this report be displayed in a map?

  • Which list views are needed in the PC menu - see section further down

  • How will the use of the app menu be rolled out to end users and what training needs are there?

  • Do you have to define new _vLookupID fields in the new form?

  • If there is a need to register "mother", remember to fill in ParentRelUrl

  • If a field is to look up a list in Manage - for example Org - remember to run LinksLookupColumnRelinker under /SPJS

  • If notifications about new registrations are to be set up, a new Workflow / Flow must be set up - ask for help from our support.

Create menu in app with link to content display in QM365

If you create a form of type "URL", enter a link to the page in question. It is common to, for example, create a simplified process map for mobile users. Then insert the link to this page here. Remember that you must log in an additional time.

  • To get a good mobile view of a page in the system, you should put this on a separate Web part page

    • Create a separate web part page in SitePages: PM_App.aspx​

    • Add URL entry in QM365 App configurator to the page:​

    • <url>/sites/SIMPLI/Manage/SitePages/PM_App.aspx​

  • To get a good display, you can use the following parameters after the link

    • Always start with ?, then & between successive options

    • pgviewid=88 (Specifies the Page ID for the App home page).

    • IsDlg=1 (Takes away Top menu and Left menu)​

    • PMHome=0 (Hides the Home button in PM)​

    • PMRole=0 (Hides the Role filter in PM)​

    • PMOrg=0 (Hides the Org filter in PM)​

    • PMResourceConfig=<gnResourceSettingsApp> (Own resource config App)​

    • PMResourceColumnCount=1 (Shows only 1 Resource column)

Links to App features

  • App setup lists : /Better/Sitepages

  • App configurator: /Better/sitepages/QM365App.aspx

  • Link DFFS on new lists: …Manage/Better/SPJS

After you have created the form, test this on your mobile.