FIELD SET

This guide outlines the detailed steps involved in creating and customizing field sets with question sets within the workflow design interface.

Pre Condition

The user should be logged in with valid credentials.

Permissions related to Fieldset

  • Can See Workflow Design Left Menu
  • Can create Masters Data
  • Can Edit Masters Data
  • Can View Masters Data
  • Can Delete Masters Data

Accessing "Field Set" Form

Step 1: Click on "Workflow Design".

Step 2: Click on "Masters".

Step 3: Click on the "Fieldsets".

(Located on the top right corner)

Step 4 : Click on the "Add field Set" button.

STEPS FOR FIELD SET

The form to be filled out will pop up.

MASTER FIELD SET FORM

Question Set

Step 5: Type in the name of the question set in the text box.

  • The Question set can have multiple sections.
  • Each section includes settings and delete option.

Section Settings

  • When the user clicks on the Settings icon , a form is presented containing these options for customization.

MASTER PARAMETERS MEASURABLE SET FORM

  • Section: Input field where the user specifies the section name.
  • Section Remarks: Input field for additional remarks or notes about the section.
  • View:each section can be viewed in either normal view or table view.
    • Normal View: In the normal view, questions are displayed in a straightforward list or block format. Each section's questions are shown one after the other, making it easy to read and interact with them.
    • Table View:In the table view, questions are displayed in a table format. Users can add or remove columns to customize the table according to their needs.
  • Is Conditional: Toggle option to set whether the section is conditional.
  • IS RELATIVE DROPDOWN PARENT: Toggle option to determine if the section is a relative dropdown parent.

Delete Section

  • User can delete unnecessary sections if not required.

Select Question Type

  • In addition, users have the option to add questions to each section, with the flexibility for each section to accommodate any number of questions.
  • Users have the flexibility to select the type of question from the SELECT QUESTION TYPE menu.The available question types and their behaviours are as follows

1.Label

This option is set as the default option.If the user selects “Label”. it will be selected and highlighted in green.

2.Multiple Choice

When selected, it will be highlighted in green.

Users can add any number of options for the question.

3.Short Answer

  • If the user selects “Short Answer”. It will be selected and highlighted in green.
  • When the user clicks on the text field box the following list to be filled according to selected question.
    • Options: Users can add any kind of information, such as address, feedback, or remarks.
    • Min and Max Length: Predefined between 1 to 250 characters.
    • Value Type: Dropdown menu.
      • All: Can accept both text and numbers.
      • Only Text: Restricted to accepting only letters.
      • Only Number: Limited to accepting only numeric values.
    • Allow Special Characters: Toggle button.

4.Drop Down

If the user selects “Drop Down”. It will be selected and highlighted in green.

5.Relative Drop Down

If the user selects “Relative Drop Down”. It will be selected and highlighted in green.

6.File Upload

If the user selects “File Upload”. It will be selected and highlighted in green.

  • Options: Input field for users to provide additional information.
  • Allowed Format: Users can specify the allowed formats for file uploads.
    • Add Format: Button to add a new allowed format.
  • Upload Multiple Files: Toggle option to enable or disable multiple file uploads.
  • Allow Delete: Toggle option to allow or disallow users to delete uploaded files.
  • Max Size: Default set to 1 MB, users can adjust the maximum file size if needed.

7.Radio Button

If the user selects “Radio Button”. It will be selected and highlighted in green.

8.Date

  • If the user selects “Date”. It will be selected and highlighted in green
  • User has the option to click on the calendar icon to select a particular date.
  • when the user clicks on calender icon the following list should be filled according to selected question.
    • Options:Input field for users to provide additional information.
    • Max Date:
      • None: No date restriction.
      • Current date: Whatever date is selected.
      • Current date +: The selected date plus no of days.
      • Current date -: The selected date minus no of days.
    • Min Date:
      • None: No date restriction.
      • Current date: Whatever date is selected.
      • Current date +: The selected date plus no of days.
      • Current date -: The selected date minus no of days.
    • Default Date: Toggle option.

9.Time

  • If the user selects “Time”. It will be selected and highlighted in green
  • User has the option to click on the clock icon to select a specific time.
  • The user has the option to click on the time icon and select a particular time.
    • Option:Input field for users to provide additional information
    • Max Time: This setting allows you to specify the maximum time limit for a particular operation or process.
      • All (Default)
      • Current time: Time at this moment.
      • Current time +: The selected time plus the required time.
      • Current time -: The selected time minus the required time.
    • Min Time: This setting allows you to specify the minimum time limit for a particular operation or process.
      • All (Default)
      • Current time: Time at this moment.
      • Current Time +: The selected time plus the required time.
      • Current time -: The selected time minus the required time.
    • 12hr Format: This setting toggles between 12-hour and 24-hour time formats.
      • On: Enables 12-hour time format (e.g., 01:00 PM).
      • Off: Enables 24-hour time format (e.g., 13:00).

10.Text Box

If the user selects “Text Box”. It will be selected and highlighted in green

11.Relative MultiSelect

If the user selects “Relative Multiselect”. It will be selected and highlighted in green

NOTE

  • For all the select question types few fields are the same.
    • Required: The "Required" field is a toggle option that the user can switch on or off. By default, it is set to "off," allowing the user to specify whether the question is mandatory.
  • DATASET FIELD SETTINGS
    • Field Name: It is automatically generated based on the Question but can be manually edited by the user.
    • Label Name: This is the name that will be displayed to the end-users on the form. It is what users will see as the title or prompt for the input field.
    • Type: The data type that the field accepts. This determines the kind of data that can be entered or selected.
      • Character: Accepts text input. Ideal for fields such as names, addresses, or any alphanumeric data where users need to enter short text strings.
      • Text Area: Provides a larger input field for longer text entries, such as descriptions or detailed comments. This is suitable for fields where users might need to input more extensive information.
      • Date/Time: Allows users to select or enter both date and time. Useful for fields that require a specific moment, like appointment scheduling or event planning.
      • Date: Accepts only date input. Ideal for fields that need users to select a date, such as birthdates or deadlines.
      • Number: Accepts numeric input. Useful for fields requiring numerical data, such as quantities, ages, or measurements.
      • Boolean: Provides a true/false input option. Typically used for checkboxes or toggle switches to capture binary choices or yes/no answers.
      • File: Allows users to upload files from their device. Suitable for fields that require attachments or document submissions.
      • Hyperlink: Accepts a URL input. Useful for fields where users need to provide a web link, such as references or external resources.
    • Max Length: Specifies the maximum number of characters that the field can accept. This is only applicable to character-type fields.
    • Is Mandatory: A toggle option that determines whether the field is required or optional. If set to mandatory, the user must provide a value before submitting the form.

Step 6: Save or Cancel

  • Save: After filling in all necessary details, click the "save" button to save the form.
  • Cancel: Click the "Cancel" button to cancel the process and clear the form.

View or Search Field Set

  • View Created Field set: Once the field set is created it will be displayed along with Remarks, the date when the field set was Created On and the Status.
  • Search any particular Field set: The user has to search any particular Field set the user can search using the search bar.

CREATED SEARCH FIELDSET

Manage Field Set: Actions

FIELDSET ACTION

1. Delete

  • To delete, locate the Delete (🗑️) icon next to the field you want to remove.
  • Click on the icon to permanently delete the field from the question set.

2. Edit

  • To edit, click the Edit (✏️) icon next to it.
  • The field will switch to edit mode, allowing you to modify the content.
  • After making changes, click Save to update the field.

3.Independent dropdown

  1. Click the Cloud Icon (📤):

    • A window opens listing all dropdown/multi-select questions from the non-measurable set. FIELDSET ACTION

  2. View Questions from Measurable Set:

    • The next window lists all relevant questions from the measurable set.

  3. Export Sample Format:

    • Select the specific question you want to upload data for.
    • Click "Export Sample Format" to download a pre-formatted Excel template.

  4. Fill Excel Sheet:

    • Enter your dropdown options in the downloaded Excel file.

  5. Upload the File:

    • Drag and drop the Excel sheet into the upload area.

  6. Click Save:

    • Finalize the upload by clicking the Save button. Your dropdown options are now added.

4.Relative dropdown

Step 1Click on the “4th cloud icon”

FIELDSET ACTION

A window will appear with the name of question set

Step 2: Click on the upload option

A form titled "Upload Relative Options" will appear.

Upload Relative Options

These are linked dropdowns where the options in one depend on another (e.g., Country → State → City).

Steps:

  1. Click the 4th Cloud Icon (📤):

    • Opens the upload window for relative dropdowns. MEASURABLESET CLOUDICON

  2. Upload Form Appears:

    • A form titled "Upload Relative Options" opens.

  3. Configure the Form:

    • Use the toggle to delete existing options (if needed).
    • Select the LEVEL 0 Question (e.g., Country).
    • Add additional levels like LEVEL 1 (State) or LEVEL 2 (City) as needed.

  4. Export Excel Template:

    • Click "Export Excel" to download a structured template for your dropdown hierarchy.

  5. Fill in the Excel File:

    • Enter values for each level, maintaining parent-child relationships.

  6. Drag and Drop Excel:

    • Upload the completed Excel by dragging it into the form.

  7. Click Upload Excel:

    • A success message confirms your upload.

  8. Cancel (Optional):

    • Click Cancel to stop the process and clear the form.