Use groups and libraries of report template fields for reuse and efficiency.
Overview
You can reuse report template fields in groups and libraries to save time and ensure accuracy. For example, you can use a group of fields to open automatically based on a conditional rule or create a library of fields at the administrative level that can be reused in report templates throughout your region.
Before you start
Here are some things you must do before you start:
- Contact us to activate Conditional Fields on your TrackTik Portal
- Enable the necessary permissions.
- Create at least one Report Template
Create conditional field groups
Grouping conditional fields is particularly useful if you want multiple fields to open based on one action. For example, you may have specific fields you want completed in an accident report if there is property damage. When the mobile user responds “yes” to “Is there any damage,” a group of fields can open, ensuring no details are missed.
To create groups of conditional fields, follow these steps:
- Go to Settings.
- Select View All.
- Choose Report Templates
- Select Custom Report Templates
- Then choose Field Setup
- At the bottom of the screen, select Group
- Create a name for your group and click Save
- Group the fields together by dragging and dropping them onto the group name.
- The group can be triggered by any action you’ve created in your report template.
Create libraries of conditional fields
You can create libraries of conditional fields at the regional level that can be used within all report templates within said region. Libraries function the same way as groups. They can contain one or more fields and be triggered by any condition rule in the report template. This allows for greater report standardization and ensures that reports contain all necessary details. To create a library at the regional level, follow the steps below:
- Go to Settings
- Select Report Templates
- Choose Libraries
- Select Create New Library
- Give your new library a Name and Description, choose whether it will be Available in sub-regions, and set the Status to Active.
- Save
- Once saved, the library will show up in the Libraries list.
- Select Field Setup next to the library’s name.
- Choose the fields you would like to add and Save.
- From the libraries list, you can Archive libraries that are no longer needed and are not associated with a condition rule.
See also