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Accessing App Summary from Case Management Screen
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High Level Summary
The form high level summary shows a list of every menu, case list, and form that you have in your application. It includes filter, end of form navigation, and parent module information. It is a download only option.
Form Summary
The form summary shows a list of every form and question that you have in your application.
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Icon | Meaning |
|---|---|
 | Download - download a file (typically in Excel format) to your computer. |
 | Registration form - to add new cases to your case list. |
 | Completion form - has the capability to close cases. |
 | Followup Form - to update cases in your Case List. |
 | Survey Form - collects data once. |
 | Group or Case List Menu - a group container for questions or case list and forms. |
 | Group or Survey Menu - a group container for questions or forms. |
 | Shadow Module - it mimics another case list, which could be just forms or a case list and forms depending on what its parent case list has. |
 | Repeat Group - a container for questions we may need to loop through until a certain condition is met. |
 | Multiple Choice - a question with multiple choices that requires only one to be selected. |
 | Checkbox - a question with multiple choices that allows more than one to be selected. |
 | Label - displays text only in the form. |
 | Hidden Value - used for calculations and referencing data points from other forms, modules, or applications within a project. |
 | Text - open text question that allows users to type responses in the form. |
 | Phone Number or Numeric ID - any identifiable telephone number or another specially formatted number. |
 | Date - collects a date inputted by the user. |
 | Time - collects a time input from the user based on device time zone settings. |
 | Integer - a question that accepts a whole number only. |
 | Decimal - a question that accepts an un-whole number (Ex: 0.25). |
 | Save to Case - create, update or close a case directly inside the form data rather than on the Case Management page. |
 | Media Capture - captures an image, audio recording, video recording or signature. |
 | Calculation - how a value is calculated. |
 | Display Condition - the condition that must be met in order to display the item. |
 | Validation - the validation condition for the question that the answer must meet. |
 | Comment - an internal comment about the item entered by the app builder. |
 | Default Value - the default value that the item will have when the form first loads. |
 | Case - a case property being referenced or saved to. |
 | From-To Arrow - a case property being loaded into a form question, or a form question value being saved to a case property. |
 | Form - a form question value being referenced or set. |
 | Show Conditions - the conditions to open or close the case (in Case Summary). |
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