Forms

Forms are helpful in cases that involve one group of users entering information for another user or administrator to see. Examples of this include volunteer sign-up sheets and tree nursery order forms. To access the forms in your app, click the button at the top left of the app with the Tools, Plot, and Stats buttons.

 

A typical form within Tree Plotter will prompt users to fill out various data fields and then submit them for review. Options to save the form as a PDF and reset the entries are also available. Once the form has been submitted, a user with the proper credentials can see a comprehensive Data Table where all information submitted is stored. These are typically Admin accounts; correspond with Plan-It Geo to have accounts set up properly. Once logged in with a user that has the necessary credentials, a Table button will appear within the form’s button.

Clicking on this will open up a data table (structured similarly to tree data tables) that can be sorted, managed, and reported on. Similarly to tree data tables, go to the Sort Options tab to sort the data by one or more fields. Use the Fields tab to toggle columns in the table on or off. To delete a record, check the box next to it and then click Delete, found at the bottom left of the table. Custom reporting may also be available, depending on the desired use for the app.

 

Updated on May 15, 2018

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