Dynamic Forms - Options Groups

What are Option Groups?

Option Groups in Data Collection Sheets (DCS) are pre-configured lists of values. These lists are used to populate selection and multi-selection nodes within a Data Collection Template, providing a standardized and efficient way to manage input options for users.

Where to Find Option Groups

Option Groups can be accessed through the following navigation path:

Main Menu > Configuration > Mobile Forms > Options Group

Options Groups View

The main view for Option Groups presents two primary sections:

• "Options Group list": A table displaying all existing Option Groups.

• "Filters" panel: Located on the right side, used to refine search results.

Options Groups List

This table view allows users to see, edit, and create new Option Groups.

Header

The header section of the Options Groups list provides the following functionalities:

• Vertical lines menu: Allows users to show or hide table columns.

• Vertical dots menu: Provides options to create a new Options Group or refresh the table.

• 'New' button: Directly opens the window for creating a new Options Group.

• 'Refresh' button: Refreshes the data displayed in the Options Groups table.

Options Groups Table

Each row in the Options Groups table represents an individual Option Group and includes the following columns:

• Id

• Description

• Model

• Active

Options Group Filters

The filter panel on the right side enables users to refine their search for Option Groups using the following criteria:

• Description: Users can search for an exact description or use the '%' wildcard for partial matches (e.g., %value% to find descriptions containing "value").

• Model: This field allows searching for groups that include one or more specific options.

  • For a single option, the format is: %option%

  • For multiple options, the values must be in the same order as they appear in the Option Group: %option#1%option#2%option#3%

• Active: This field offers three search states, which can be toggled by clicking the icon:

  • Active type: Shows only active Option Groups.

  • Not Active type: Shows only inactive Option Groups.

  • Any type: Shows both active and inactive Option Groups.

Filter search boxes can be collapsed by clicking the arrow icon. The entire filters window can be hidden or shown using the 'X' and 'Filters' buttons.

How to Configure Options Groups

Options Group Creation

Users can access the Options Group creation window from the "New" button or the "Vertical dots menu" in the header.

Upon selecting 'New', a new window opens. The 'Description' field is mandatory and multi-language, and must be filled to save the new Options Group.

The creation window also contains an "Options" box, which itself has a header and an options table.

Options Creation Header

• Three dots menu: Opens a window to hide/unhide columns in the options table.

• New button: Allows users to add a new option to the current group.

  • When adding a new option, two fields are available:

    • Description: Mandatory field.

    • Code: Optional field.

  • Clicking 'Save' closes the creation window and saves the new option to the group. 'Cancel' or the 'close window' icon closes without saving.

Options Creation Table

All options created within the current group are listed here. Each option record includes:

• Code: The user-defined code.

• Description: The user-defined description.

Two buttons are available on each row:

• Three dots menu: Allows editing or deleting options.

• Drag & drop icon: Enables easy reordering of options within the group.

The "Active" checkbox is used to enable or disable an Options Group. An enabled group can be used when editing a Data Collection Template working copy; otherwise, it will not be available.

Selecting Options from Table (Importing from FSM Entities)

The "Select Options from table" function allows for automatic import of items from standard FSM entities into an Option Group. Supported entities include:

• Facility Type

• Request Type

• Service Type

• Operation Type

• Resource Type

• Work Center Type

• Activity

Users can select the desired entity and press the "Confirm" button. The Options Group table will automatically load all values from the selected entity, including multi-language descriptions. Users can then add or remove items as needed.

Options Group Edit

To edit an existing Options Group, click the "three dots menu" on its row in the Options Group table. This will open the related Options Group creation window.

To edit a specific option within the group, click the "three dots menu" on its row in the Options table. From there, users can edit the option's description or code, or delete the option if it's no longer required.

• Clicking 'Save' closes the window and saves the edited option to the group. 'Cancel' or the 'close window' icon closes without saving.

• If 'Delete' is selected, a confirmation message will pop up. Users can confirm with 'Yes' or cancel with 'No' or the close button.

Option Group: Import Model / Download Model

The "Import Model" and "Download Model" features allow users to export and import items within an Option Group, respectively. This combined functionality is highly useful for quickly aligning Option Group definitions across different environments (e.g., Test/Preproduction and Production environments).