Summary

We will go through how to set up inputs and forms for manual entry.

Set Up Data Inputs for Manual Entry

  • Go to Settings → I/O → New Input

  • Choose what kind of form field you will need: number, text, checkbox, multiple choice, date, or time

  • If you choose to use a number, you can set up a validation so that the field technician filling out the form has to stay within certain limits.

    • For example, you may set up a validation for a tank that cannot hold more than 90 gallons by entering x < 90 in the validation condition. You can ignore the section for variables and data inputs:

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  • Continue setting up data inputs for all of the manual entry form fields you’ll use to create your form

Set up Manual Entry Forms

  • Navigate to the manual entry tab of the Asset

  • Click Configure Form

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  • Use the “Add Field” or “Add Section” buttons to create your form

    • Add Section will create a divider in your form and a title, such as Status or Sales

    • Add Field will let you select the manual entry data inputs you previously created

    • You can drag and drop the sections and fields to rearrange the form as needed

  • Continue building the form until you have all the fields you want captured

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