In AM System’s form editor, you can structure your forms using various elements to enhance clarity and functionality. Here’s an overview of Fields & Group.
Fields & Group
Section
A form can consist of one or multiple sections, with each section represented by a blue dot in its black header. For example, a form might include; a registration section, an action section and a follow-up & closure section.
Tip: A good rule of thumb is to create a new section for each department or individual responsible for handling the case.
Group
The Group field type allows you to visually group related fields within your form, making it easier to understand specific areas or fields that might later be restricted for certain users. The group field appears shaded to distinguish it from the standard white background.
Repeating Field
Use the Repeating Field when you need to enter recurring information multiple times within the same case. For instance, if several sub-actions need to be recorded in a single case, such as actions related to a deviation.
To create a repeating field, drag the Repeating Field type into your form. Within this field, add the desired field types it should contain.
Note: Existing fields cannot be moved into a repeating field; you must add new fields directly into it.
When registering a case, users will see the repeating field as a dashed rectangle labeled Add new. They can click Add new for each instance of information they wish to add.
Common uses include:
- Sub-actions related to deviations
- Assigning tasks in meeting minutes
- Recording items in complaints
Tip: Consider adding a fixed text using the Title or Text Field above the repeating field to guide users to click Add new to display the fields within the repeating section.
Empty Space
The Empty Space field type serves as a visual separator, useful for aligning fields to the right or center within a form. In the form editor, it appears as a dashed line but displays as a blank area when users create a case.
Separator
The Separator field type is a visual divider used to separate different parts within a section of the form. It appears as a thin line and can span one, two, or three column widths, like other field types.
Last updated: 3 January, 2025