Reports

Shared Fields

Last Updated: Jul 07, 2016 03:33PM PDT

 

Shared Fields allow you to report on data that is common across multiple form templates. There are two types of Shared Fields:

  • Default Shared Fields are metadata fields that are common across all form templates in GoFormz. These fields will be available in the Report Editor regardless of which template you select.
  • Custom Shared Fields are additional shared fields that you can create to increase the scope and power of your reports.

Note that while using Shared Fields in reports is very powerful -- it can also slow your reports down, because multiple templates are involved.


Default Shared Fields

Here are the Shared Fields that are common across all form templates in GoFormz:

  • Completed Date
    • The date and time on which this form was completed. This field will be empty if the form has not been completed yet.
  • CreatedBy
    • This folder contains fields that identify the user who created this form. The fields are the user’s First Name, Last Name, Phone Number, and Username.
  • Employee
    • This folder contains fields that identify the user who owns this form. The fields are the user’s First Name, Last Name, Phone Number, and Username. Note that the form’s owner may be different from the form’s creator, if the form has been transferred.
  • Id
    • The unique 32-digit hexadecimal ID associated with this form. These IDs are generated by GoFormz automatically.
  • IdentityValue
    • The value of the identifier field associated with this form. When building a template, the Identifier property of a field can be used to tag that field as the form’s identifier. Typically this is a number, like the Work Order Number.
  • Last Updated Date
    • The date and time of most recent update to this form.
  • Latitude & Longitude
    • The geographical location where this form was completed, in degrees of latitude and longitude.
  • Name
    • The name of this form.

 

Custom Shared Fields

Creating your own custom Shared Field can make your reports a lot more powerful. For instance, suppose you have 5 different work order templates for different kinds of jobs -- but the work orders have several things in common, like the name of the customer and the total cost. If you make these two fields into Shared Fields using the Template Editor, it allows you to report on customer costs across your 5 work order templates!
 
To create a custom Shared Field, open your template in the Template Editor, and set the field’s Availability property to “Shared”. See the Field Type Definitions article to learn more about this property.

f96791875af3f069482b7b5788b9b70b@goformz.desk-mail.com
http://assets0.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete?b_id=13874