Forms can be organised into folders, allowing related forms to be stored logically on a handset and to be grouped or separated accordingly. You can configure the structure of folders and sub-folders and (optionally) specify icons to graphically identify a folder. Each project has its own folder structure.
Once a folder structure has been defined, it will download to a handset when a fieldworker checks for updates.
To manage your handset's folders:
- Go to your Dashboard tab and select 'Manage Project' from the ribbon at the top.
- In the panel on the right, select 'Handset folder management'.
When you first set up your folder structure, you'll need to start by creating a root-level folder. To do so, click the "Add a root folder" link and specify a name for the folder. You can add multiple root-level folders if you need to.
Once you've added a root folder, you can add sub-folders and create a structure of any depth you like. You can also delete folders if you need to.
Organising forms into folders
By default, a newly created form is stored on the handset in a default folder labelled "My Forms". If you have a folder structure configured for the project, you can specify another folder to locate the form in:
- Under the Design tab, below the form title, the form's current folder location is displayed. Select "Change Folder".
- Select the folder to which you'd like to move the form from the "Select a folder" dialog box.
Once the form has been moved into the required folder, all fieldworkers will need to check for updates.