General Discussion

Hello,

in an inspection form with several repeatable sections with answers pass/fail, is there any way to show at the end of the form a summary of all the questions that have failed?

Something like:

Section A question 3 failed

Section B question 6 failed

Section B question 8 failed

Section C question 1 failed

...

Thanks

#Repeatable 

#Summary 

Hello,

in an inspection form with several repeatable sections with answers pass/fail, is there any way to show at the end of the form a summary of all the questions that have failed?

Something like:

Section A question 3 failed

Section B question 6 failed

Section B question 8 failed

Section C question 1 failed

...

Thanks

#Repeatable 

#Summary 

Just wanted to comment as I would like this feature as well. I once set up a form with 4 repeatable sections. Then at the very end of the form I had a summary page. My hope was to actually summarize the topics that failed. So a little summary page stating, topics 3 & 6 failed inspection. I tried the route the Scott provided below but the numerical summary isn't as useful (ie. 3 questions failed inspection) vs a true summary of what actually failed. I ended up scrapping the repeatable sections. I just used side by side format and then had all of the answers pushed to the end. Definitely not ideal as it was a bit more set-up and question maintenance. 

Hello,

in an inspection form with several repeatable sections with answers pass/fail, is there any way to show at the end of the form a summary of all the questions that have failed?

Something like:

Section A question 3 failed

Section B question 6 failed

Section B question 8 failed

Section C question 1 failed

...

Thanks

#Repeatable 

#Summary 

Hello,

in an inspection form with several repeatable sections with answers pass/fail, is there any way to show at the end of the form a summary of all the questions that have failed?

Something like:

Section A question 3 failed

Section B question 6 failed

Section B question 8 failed

Section C question 1 failed

...

Thanks

#Repeatable 

#Summary 

Hi everyone, 

This is a great discussion percolating, nice work!!

After checking in with the team, I will give credit to the highly creative expertise of our colleague @Jesse Collier for coming up with a unique and visually effective way of presenting the results in the PDF output. 

It hinges on a colour-coded button group field, a little conditional logic, creating exception categories and attaching a formatted PDF document to display passes, warns and fails effectively.

Let's walk through it, and for this example, I'll be focusing only on showing the 'fails' in the PDF output, like this:

Let's explore how to get the PDF formatted in this way:

(1) Create a new form, and let's start by setting up a repeatable section, containing these fields: AssetID, Result and ResultHidden.

• choose a text field
• set validation if you need to (Change Control or Data Type) - like integer, to avoid typos 
• make it required

• click save

That way, the 'fail' selection, for example, shows up like this on the mobile device:

• you can duplicate the Result field, renaming it to ResultHidden
• unselect to be required
• make it hidden on device, because we want this field to show up on the PDF output, but not to the mobile user:

• click save

(3) In the main form (out of the repeatable section), head into the Settings tab at the very top, and then in the Exception Categories tab on the left-hand side, for this example, we'll start by creating one called 'fail', and choose the colour red:

For this example we'll create an Exception Category for 'fail', but you can continue to create for 'pass' and 'warn', as needed. 

(4) Head back into the Form Builder, click in to edit your repeatable section. For the field ResultHidden, click in to edit, and in the Properties tab at the top, toggle the Answer Exceptions to be on. From the Exception Category you just created in Settings, as you click there, it will auto-populate, select 'fail' and then the colour red:

• click save

(5) Save and deploy the form, which brings you back to the form diagram. I would suggest having this form diagram open in one tab. In the top right corner, find the Documents area, right-clicking to open up a new tab. 

That way, you'll have two tabs open, and in the tab with the form diagram, open that one to the Pages & Questions area, so you can see all your Unique IDs. We'll want to focus on these, as we're building the Document template:

(6) In the tab open on the Documents page, click to Create Document, choosing PDF. Alternatively, you can edit an existing PDF, just make sure to remember the title of the one you're working on, so you can easily find it later. 

(7) Click on the Formatting tab at the top, then Appearance on the left-hand side. Scroll to the very bottom of the page, and where it says Table Layouts, click to add a table. For the Repeatable Section Unique ID, paste in your values:

... where the Headers are Asset ID and Result, but the Answers, which are the Unique IDs for those fields, are AssetID and ResultHidden. They're each 50% width and left alignment. Save these settings. 

More on how to edit Document settings is here: https://docs.prontoforms.com/1374411/Content/Published/360000345463.html

(8) Next step is to make sure your PDF document is attached to your form, and a helpful example will be that the PDF is attached to an email, as a data destination. To do that, click back into your form to edit, and once inside, click on the Settings tab. Find Documents, and then make sure your new document is added in there:

(9) Click on Destinations at the very top, make sure the form is configured to attach this PDF, in this example, I set up an email data destination:

More on data destinations and connecting documents here: Connecting Destinations and Documents to Forms

(10) Save and deploy your form. Search the form name and pull it up on your mobile device to test. 

(11) Once we run a test, we can see the PDF document output looks like this:

Hello,

in an inspection form with several repeatable sections with answers pass/fail, is there any way to show at the end of the form a summary of all the questions that have failed?

Something like:

Section A question 3 failed

Section B question 6 failed

Section B question 8 failed

Section C question 1 failed

...

Thanks

#Repeatable 

#Summary 

Hello,

thanks all for your great comments and examples. In fact, I was looking for something with the following structure:

I know it is complicated.

I would like to see the summary table in the device for the tech to review, but if it is not possible, then only in the pdf.

Thanks,

Hi everyone, 

This is a great discussion percolating, nice work!!

After checking in with the team, I will give credit to the highly creative expertise of our colleague @Jesse Collier for coming up with a unique and visually effective way of presenting the results in the PDF output. 

It hinges on a colour-coded button group field, a little conditional logic, creating exception categories and attaching a formatted PDF document to display passes, warns and fails effectively.

Let's walk through it, and for this example, I'll be focusing only on showing the 'fails' in the PDF output, like this:

Let's explore how to get the PDF formatted in this way:

(1) Create a new form, and let's start by setting up a repeatable section, containing these fields: AssetID, Result and ResultHidden.

• choose a text field
• set validation if you need to (Change Control or Data Type) - like integer, to avoid typos 
• make it required

• click save

That way, the 'fail' selection, for example, shows up like this on the mobile device:

• you can duplicate the Result field, renaming it to ResultHidden
• unselect to be required
• make it hidden on device, because we want this field to show up on the PDF output, but not to the mobile user:

• click save

(3) In the main form (out of the repeatable section), head into the Settings tab at the very top, and then in the Exception Categories tab on the left-hand side, for this example, we'll start by creating one called 'fail', and choose the colour red:

For this example we'll create an Exception Category for 'fail', but you can continue to create for 'pass' and 'warn', as needed. 

(4) Head back into the Form Builder, click in to edit your repeatable section. For the field ResultHidden, click in to edit, and in the Properties tab at the top, toggle the Answer Exceptions to be on. From the Exception Category you just created in Settings, as you click there, it will auto-populate, select 'fail' and then the colour red:

• click save

(5) Save and deploy the form, which brings you back to the form diagram. I would suggest having this form diagram open in one tab. In the top right corner, find the Documents area, right-clicking to open up a new tab. 

That way, you'll have two tabs open, and in the tab with the form diagram, open that one to the Pages & Questions area, so you can see all your Unique IDs. We'll want to focus on these, as we're building the Document template:

(6) In the tab open on the Documents page, click to Create Document, choosing PDF. Alternatively, you can edit an existing PDF, just make sure to remember the title of the one you're working on, so you can easily find it later. 

(7) Click on the Formatting tab at the top, then Appearance on the left-hand side. Scroll to the very bottom of the page, and where it says Table Layouts, click to add a table. For the Repeatable Section Unique ID, paste in your values:

... where the Headers are Asset ID and Result, but the Answers, which are the Unique IDs for those fields, are AssetID and ResultHidden. They're each 50% width and left alignment. Save these settings. 

More on how to edit Document settings is here: https://docs.prontoforms.com/1374411/Content/Published/360000345463.html

(8) Next step is to make sure your PDF document is attached to your form, and a helpful example will be that the PDF is attached to an email, as a data destination. To do that, click back into your form to edit, and once inside, click on the Settings tab. Find Documents, and then make sure your new document is added in there:

(9) Click on Destinations at the very top, make sure the form is configured to attach this PDF, in this example, I set up an email data destination:

More on data destinations and connecting documents here: Connecting Destinations and Documents to Forms

(10) Save and deploy your form. Search the form name and pull it up on your mobile device to test. 

(11) Once we run a test, we can see the PDF document output looks like this:

Hello,

in an inspection form with several repeatable sections with answers pass/fail, is there any way to show at the end of the form a summary of all the questions that have failed?

Something like:

Section A question 3 failed

Section B question 6 failed

Section B question 8 failed

Section C question 1 failed

...

Thanks

#Repeatable 

#Summary 

Hi Alicia, 

I can see how that would be valuable, that the mobile user sees a summary of everything (let's say before they submit). There are a few ways to accommodate that:

(1) depending on the form, you can set up a final page, which can act as a summary for the pages before it. That would only be possible for selection-based questions though, not freeform text. So for example if you had a question on page 2 with a button group, options are Yes and No, you could on page 3, set up a button group, and a conditional logic rule that if page 2's answer is Yes, page 3's answer is Yes. 

It really comes down to what's possible based on your form and intended outcomes, and for that, speaking with a Professional Services / Implementation Specialist is your best bet. They can explore options with you in a more detailed way, as a one-to-one conversation. 

(2) Also worth noting, is the mobile user does see a Summary button, which is available at the bottom left in the app, as in this screenshot:

Hello,

thanks all for your great comments and examples. In fact, I was looking for something with the following structure:

I know it is complicated.

I would like to see the summary table in the device for the tech to review, but if it is not possible, then only in the pdf.

Thanks,

Hi everyone, 

This is a great discussion percolating, nice work!!

After checking in with the team, I will give credit to the highly creative expertise of our colleague @Jesse Collier for coming up with a unique and visually effective way of presenting the results in the PDF output. 

It hinges on a colour-coded button group field, a little conditional logic, creating exception categories and attaching a formatted PDF document to display passes, warns and fails effectively.

Let's walk through it, and for this example, I'll be focusing only on showing the 'fails' in the PDF output, like this:

Let's explore how to get the PDF formatted in this way:

(1) Create a new form, and let's start by setting up a repeatable section, containing these fields: AssetID, Result and ResultHidden.

• choose a text field
• set validation if you need to (Change Control or Data Type) - like integer, to avoid typos 
• make it required

• click save

That way, the 'fail' selection, for example, shows up like this on the mobile device:

• you can duplicate the Result field, renaming it to ResultHidden
• unselect to be required
• make it hidden on device, because we want this field to show up on the PDF output, but not to the mobile user:

• click save

(3) In the main form (out of the repeatable section), head into the Settings tab at the very top, and then in the Exception Categories tab on the left-hand side, for this example, we'll start by creating one called 'fail', and choose the colour red:

For this example we'll create an Exception Category for 'fail', but you can continue to create for 'pass' and 'warn', as needed. 

(4) Head back into the Form Builder, click in to edit your repeatable section. For the field ResultHidden, click in to edit, and in the Properties tab at the top, toggle the Answer Exceptions to be on. From the Exception Category you just created in Settings, as you click there, it will auto-populate, select 'fail' and then the colour red:

• click save

(5) Save and deploy the form, which brings you back to the form diagram. I would suggest having this form diagram open in one tab. In the top right corner, find the Documents area, right-clicking to open up a new tab. 

That way, you'll have two tabs open, and in the tab with the form diagram, open that one to the Pages & Questions area, so you can see all your Unique IDs. We'll want to focus on these, as we're building the Document template:

(6) In the tab open on the Documents page, click to Create Document, choosing PDF. Alternatively, you can edit an existing PDF, just make sure to remember the title of the one you're working on, so you can easily find it later. 

(7) Click on the Formatting tab at the top, then Appearance on the left-hand side. Scroll to the very bottom of the page, and where it says Table Layouts, click to add a table. For the Repeatable Section Unique ID, paste in your values:

... where the Headers are Asset ID and Result, but the Answers, which are the Unique IDs for those fields, are AssetID and ResultHidden. They're each 50% width and left alignment. Save these settings. 

More on how to edit Document settings is here: https://docs.prontoforms.com/1374411/Content/Published/360000345463.html

(8) Next step is to make sure your PDF document is attached to your form, and a helpful example will be that the PDF is attached to an email, as a data destination. To do that, click back into your form to edit, and once inside, click on the Settings tab. Find Documents, and then make sure your new document is added in there:

(9) Click on Destinations at the very top, make sure the form is configured to attach this PDF, in this example, I set up an email data destination:

More on data destinations and connecting documents here: Connecting Destinations and Documents to Forms

(10) Save and deploy your form. Search the form name and pull it up on your mobile device to test. 

(11) Once we run a test, we can see the PDF document output looks like this:

Hello,

in an inspection form with several repeatable sections with answers pass/fail, is there any way to show at the end of the form a summary of all the questions that have failed?

Something like:

Section A question 3 failed

Section B question 6 failed

Section B question 8 failed

Section C question 1 failed

...

Thanks

#Repeatable 

#Summary