New Form Creation Interface
Overview
The “New Form” interface allows users to create customized forms by defining metadata and adding interactive questions. This module is essential for creating task-specific or activity-specific surveys or checklists within the application.
Navigation and Layout
- Form State & Title Panel
- Located in the top-left corner:
- Displays the current working form as “New form”.
- State: Shows a badge labeled “Draft” indicating the form is not yet finalized or published.
- Located in the top-left corner:
- Top Controls
- Eye icon: Preview form.
- X icon: Exit form editor.
Form Metadata Inputs
These fields define the context of the form.
| Field Name | Type | Description |
|---|---|---|
| Title | Text input | A required field where the user provides a descriptive name for the form. |
| Task type | Dropdown | Used to select the nature of the task the form addresses. Options include: |
- Refuel, Parking, Repair, Wash, Customs, Other, Loading, Unloading, Trailer Pickup with Loading, Trailer Drop-off with Unloading |
| Activity type | Dropdown | Defines the activity event linked with the form. Options are: - Arrival, Finish |
Question Management
Add Question
- “+ Add question”: Allows insertion of new questions.
- Each question block consists of:
- Question title input (required)
- Question type selector: Dropdown list with options:
- Single choice
- Multiple choices
- Text
- Any number
- Whole number
- Date and time
- Required toggle switch: Controls whether the question must be answered.
- Action buttons:
- Delete: Removes the question.
- Duplicate and Move icons: Used for reordering and copying.
Question Behavior Options
Each answer option includes:
- Radio button (or checkbox for multiple choice)
- Option-specific behavior:
- Branching logic: e.g., “Continue to next question”
- Allow comments: Toggle to enable user comments on specific answers.
Section Creation
- + Create section: Allows segmentation of the form into structured blocks.
- Once a section is created:
- Displays as “Section 1 of 1”
- Includes a section title input
- Collapsible section UI with reorder and delete tools.
Example Configuration
Sample Setup from Screenshots:
- Title: “test”
- Task Type: “Loading”
- Activity Type: “Arrival”
- Section 1
- Question: “Has the cargo been unloaded?”
- Type: Single choice
- Required: Enabled
- Options: Multiple with comment and branching logic available
- Question: “Has the cargo been unloaded?”
Bottom Action Bar
Located at the bottom-right of the screen:
- Cancel: Discards changes and exits form editor.
- Save (highlighted in orange): Saves the form draft or updates changes.