We will now review the different ways of visualizing the data reported by the field forms within Daxium-Air.
The following points will be covered:
Custom title
The custom title is an option that allows you to display an explicit title for each record, which will be different from the default value.
By default, the value displayed in the tab corresponds to: Sheet No. 000000
This modification only appears in Daxium Air.
To use this option, you must select a form and edit it. Once the form editor is open, simply click on Edit in the custom title section.
A window will then appear and you will have access to the following elements:
The list on the left corresponds to the fields in your structure that can be used.
System information for generic data.
Text box in limited HTML form.
The Values for example representation section is used to include dummy text information. You can visualize the result on the part above.
Save your changes, then Activate and launch the migration to perform the update.
You can then see that the title of the created file is now personalized.
Table view
The Table View is organized around columns containing your data from your mobile reports.
Allows the creation of files manually from the Web platform.
Allows you to apply filters.
Allows you to import several sheets of the same form.
The Table Setting “Custom View” allows you to configure views configured to your liking.
Actions (drop-down menu) list of options.
Allows you to search for specific submissions
The views once saved will be stored in the list of “custom tables”. They can also be used in conjunction with the “Shortcuts” function for better user experiences.
This window summarizes all the customizations corresponding to your form:
To create a custom table click on Add a custom table. From then on you need to give a name to this new "View".To organize your fields, you must click and drag from the Fields Available to Fields to display on the table. You can also do this, using the cursors with arrows to move after selecting the field.
To validate the creation, click on Save. You will be redirected directly to it, in our case: Presentation view.
5. Actions drop-down menu gives you access to the following options:
A. Allows you to generate a Word/Excel and PDF mailing report for one or more cards.The result will be available in the form itself via the generation history:
As well as in your Notification Bell:
B. Allows you to export one or more files. To export your data in Excel or Csv format, you must first select the file(s).Then you can choose the columns to export:
Your file will be available in your Notification Bell:
C. Allows the duplication of files via the Web platform.
D. Allows mass modification of records via the Web platform.
E. Allows the deletion of records after selection via the Checkbox.
6. The menu allows you to change the display type to View Mixed, View Pictures as well as View Map.
Mixed view
The mixed view is an interface offering a summary of information, while letting you navigate between the files at your ease. The files are in the form of thumbnails containing data from the representation as configured in the form.
In order to set it up, follow the following steps:
In your form, click on Representation. The following window has several points:
The list on the left corresponds to the fields in your structure that can be used.
2. You can also use system data such as:
The file number.
The date of creation.
The last update date.
3. Text box in limited HTML form used to format the result with some options:
Line break, Bold and Italic tag.
You can also choose whether or not to include in thumbnail form one or more images contained in the files
4. The Values section for the example representation is used to include dummy text information.
You can view the result in the gray box.
Then save your changes, then Activate and then launch the migration to perform the update.
These will be visible on Daxium-Air via the Mixed View and in My files on mobiles.
Mixed view:
Mobile view:
Picture view
Allows you to display the files in the form of a photo library. You can choose the size of the thumbnails
Allows the download of the image presented by default or all of the images contained in the file.
You can choose the default photo in the form settings "Default image".
Map view
The Map view allows you to list the files on a map via geolocation.
The coordinates are based either on the native position of the creation of the file from the mobile or on a geolocation field of the form. This is set in the "Parameters" part of the form, section "Data representation" and finally "Default location".
Settings
In the map view, you can customize the display with a few options:
Marker grouping
When this option is activated, it prevents the markers of the cards from overlapping creating clusters. The card markers disappear, giving way to a grouping with the number of cards it contains. Clicking on the grouping displays a zoom on this location.
Custom markers
If this option is disabled, the card markers will all be the same. If this option is activated, the markers of the cards will be personalized according to their functional status.
If the functional status is based on a workflow, the markers on the cards will have the same color as the state in which they are located. If the functional status is based on a list, the marker will be based on the image of the list if it exists, otherwise it will be a marker of the color of the list item, and otherwise it will be the default marker .
Custom title
If this option is activated, when you hover over the marker with the mouse, the custom title is displayed. Otherwise, we will display the name of the creator of the file as well as the date of creation.
Card type
Several types of maps are offered via the cubic icon on the right: Plan, Satellite, Hybrid and Relief.
Plan
Satellite
Hybrid
Relief
Map layers
Thanks to the Map view, it is possible to display your files on a map using their positioning.
These views can be enriched using map layers. You can display lines and shapes with information about your operations.
Setting up
To do this, you must have files listing your map data in GeoJSON format using the system geodesic WGS84. The vast majority of geographic information systems (GIS) allow compatible exports.
Please note, it is not possible to support geodetic systems other than those in WGS84. Make sure of this when exporting a map data file in GeoJSON format.
Other file formats (for example KML format) are therefore not supported. Furthermore, we recommend that you use files whose size does not exceed 20 MB.
These files are added in the "Map layer" parameter. of Daxium-Air.
You can then add or edit your map layers.
Parameters:
Name: identifies the map layer
Active: allows you to activate or deactivate the layer
File: allows you to load a GeoJSON file containing the geographic data to display
Color: allows you to give a color to areas on the map to distinguish between several types of data
Show data: allows displaying the properties of objects included in the GeJSON file
Groups (optional): allows you to limit access to map data to one or more defined groups
Usage
A user with access to a map layer can display it on a map view via the "Settings" menu.
It is also possible to include map layers in custom map views.
Calendar view for tasks
The way the calendar is displayed can be configured in several places. Several options allow you to visualize exactly the information you are looking for depending on whether you are an employee who wishes to visualize their schedule or a manager who defines their team's schedule.
Choice of period
Choice of form
Applying filters
As on other pages it is possible to apply cumulative display filters: assigned user, time status (task ahead of schedule, late, at 'time), system status (task completed, not completed, spontaneous), to display these filters, simply click on “Filters” in the upper banner.
Planning and assigning tasks
By default, tasks are neither planned nor assigned. It is possible to automate this step via a workflow or to do it manually.
To do it manually, simply click on To plan or To assign, choose the task in question and fill in the information in the window that appears.
Planning and assignment can be done at the same time.
To finalize, simply click on Save.
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