Table of Contents
Button Fields are advanced fields added to a Form Template that make other actions occur.
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Before setting up your Button Field
When adding a Button Field to a Form Template, the following information may be important:
- What should it do? (This is the Name of the Field)
- Is this button only needed when something else happens? (Check the box for Hidden.)
- Is this button only needed when a form is in a certain status? (Set the Form Status.)
- Is this checkbox only for certain teams or zones? (Set the User Zone.)
New Subform and Refresh Subform
The most common Button fields used are the New Subform or Refresh Subform fields.
One will create a linked subform - the other will refresh information from linked subforms.
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Name: The name of the button.
- IE - “Create Site Diary”.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill from: Not applicable for this field.
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Action*: Only applicable for New Subform. Select the form template used to create the subform.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
Open Defects
When creating a Defect from a Form Template field, keep in mind that once an Open Defect is created for a Plant, additional defects cannot be created until the initial defect has been resolved.
Button and QR Codes
Button Fields are advanced elements of a Form Template. Contact Prestartr Support for assistance using a Button Field.
There are two QR Code button fields: Job and External Form.
A QR Code Job field is used for scanning in and out of a Job.
QR Code Job
When setting up this button field, it is required to set up two other fields first:
- Job Combo Box Field
- Date Time Field
When adding the QR Code Job field after, it will link automatically to the Job and Date Time Fields.
A QR Code External Form field is used to give access to 3rd parties, such as contractors, to your Prestartr form.
Setting up the External Form field requires you enable Sharing on the form template.
