Office

With our forms in the Quality module, you can design custom data entry screens tailored to your needs and use them on mobile devices.

Unlike, for example, time tracking on mobile devices, where the fields are fixed and cannot be changed, the forms allow you to customize your own screens at any time.

To create a new form, click on the menu items More -> Admin, then Quality -> Forms, and create a new form using the +Form button in the top right corner.

In the entry screen that opens, assign an ID and a name for the form under General. These two fields are required fields.

By checking the box next to Subform, this form will not be available for selection in the app or web entry. It can then be embedded as a subform within another form.

To ensure the form can be entered in the 123quality app, at least one project must be specified in the Project field. The form can then be filled out in the app for the specified projects.

In the Form Preview section, you design the actual form. You can add new fields to the form using the small plus icon on the right.

A new window opens where you can edit the form element.

The ValueId field is filled in automatically—either with the value from the Id field or the Label field (depending on which of the two fields you fill in first).

In the required Label field, you enter the name for the field. Use the Required checkbox to make this a required field.

Use the Size option to define the width of your field. The maximum width is 6, which takes up the entire width of the form. With a width of 1, you can display up to 6 fields side by side.

The following options are available for the Type:

• Dropdown:
  Select an option from the choices you have defined.
  Click to create your own dropdown list.
  The Multiple Selection checkbox allows users to select multiple values from your list

• Checkbox
  The checkbox is used to enter and display Yes/No values

• Photo: On
  mobile devices, the Photo field opens the camera app (in web mode, it opens the file manager)

• Master Data
  Selection Use the Master Data Type option (Project / Device / Person / Cost Type) to specify the master data from which values should be selected. By enabling multiple selection, you can select multiple values from the list

• Text Input/Text Field
  Use this field to enter free-form text in the form. The fields differ in their display:
  Text Input = 1-line
  Text Field = starts with 4 lines and expands with each additional line

• Number input: The numeric keypad
  opens automatically in the app for entering numbers

• Date
  Enter a date in this field

• Time
  Enter a time here

• Divider
  Add a divider to your form to visually separate individual sections

• QR Code / Barcode
  Scan QR or barcodes directly from the form.
  QR codes for employees and devices must have been created in 123erfasst.
  For more information, visit here

• Traffic light rating
  Use the traffic light function (red / yellow / green) to rate situations

• Signature
  Have the creator or other relevant parties sign the form

• Grades
  Assign grades (1–6) to evaluate situations

• Subform
  Select the subform you want to include in your form

Define rules to make fields in the form visible or hidden.

Whether a field is visible or hidden currently depends on the result of a checkbox or a dropdown menu.

To create a rule, click the +Add Rule button. Give the rule a name or accept the suggestion. Define the condition(s) for a checkbox or dropdown menu. Define the action(s) to be taken if all conditions are met.

Note: The conditions are linked with an AND operator. This means that all specified conditions must be met for the action(s) to be executed.

Form data can be arranged individually for printing or exporting. To do this, you need an export template, which our Professional Service Team can create for you for a fee.

If you are interested, please contact our Professional Service Team at: dienstleistung@123erfasst.de.

Click Save to complete the form creation.

You can access the form entries in Office via the menu items Quality -> Forms.

Using the +Form button, you can fill out your forms directly in Office.

App

Log in to the 123quality app with your credentials.

To access the forms, tap "Tickets" at the top of the app. The view will then automatically switch to the forms.

Use the yellow +New Form button to fill out the form you created earlier.

Now fill out your form.

You can also assign the form to a specific level of the project.

To learn how to create levels and plans for a project, visit here.

Click the yellow checkmark in the bottom right corner to save your form entry.

The completed forms from the app will also be displayed in the Office under Quality -> Forms.