When you need to create a results document that could have a variable number of rows (for example when you are inspecting multiple installations on one site), you need to use a dynamic eForm. Zigaflow allows for this to be presented as one table for each individual set of results or to combine multiple results into a single table.
In this example we'll go through how to to set this up for one combined table:
Example of a Report
The document needs to be considered in two parts. One-off fields, such as the job number or location:
Fields that might be repeated for each inspection – in this case, the machine’s location, volume definitions, cooling output, etc.
And lastly - the signature:
Create the eForm (or eForm Pre-build)
In Zigaflow
The first step is to add the questions that occur once on the form in one or more sections, for example:
Edit Form
Add these to the document template
The variables, such as the date, are taken from the system, but we have a question specific to the form from the section shown above. This is {FormFieldAnswer1} and refers to the first question/answer on the form.
Repeating results information
Add a section that will be repeated more than once in the report.
In Zigaflow
Add a new section ensuring ‘Recipient Can Duplicate’ is ticked. And add in fields for each piece of information which needs to be recorded as a result.
Recipient View
Setting the section in this way means the recipient can add one set of results then repeat as many times is needed for each inspection / survey etc. by clicking on this button.
N.B. The button presents as Add New [Section Name] taken from what the section is named in Zigaflow.
Document Template
Each answer provided from the recipient can be presented on the document by using the variables as shown below. The number at the end of each variable represents the order of the questions from top to bottom in order in the section.
Other Import Variables/Markup
{FieldsInColumns} - By default, Zigaflow will render all the fields in a row-based list, e.g.:
Front Office
VOL001 Main HVAC plant
Roof Mounted Handling Unit
Etc.
{AllSections} – This instructs Zigaflow to display the table header row only once and must be located in the table header
{SectionGroupXXXX} – This tells Zigaflow to put all the sections with this group name into the same table.
N.B. Using a name to determine which section is for results is essential to ensure the document renders correctly
It needs to correspond with this in the eForm interface
Signature Section
This is designated by the highlighted tick box.
Recommended Sequence
1. Create the eForm
2. Create the document template
3. Upload the PDF template in the Settings -> Document Templates -> eForms.
4. Add the document template to the eForm:
Create an eForm from Go To -> eForms -> New, and test the results or if you have built this as an eForm Prebuild, Go To -> eForms - > New - > Select prebuild