Data Types - Predefined List

The Country data type allows you to select a country from the predefined countries list. The below image shows how a Country field appears on the form when you access it from the Web App:

The below image shows how a Country field appears on the form when you access it from the Mobile App:

The Custom Entities are Masters to capture information of businesses/customers. The Custom Entity data type allows you to select items from the created entity. (To create a custom entity, go to Configurator > Entities > Create Entity). You can also perform check-ins, check-outs at entity locations, and perform entity specific activities based on configurations. The below image shows how a Custom Entities field appears on the form when you access it from the Web App:

The below image shows how a Custom Entities field appears on the form when you access it from the Mobile App:

The Customers are the people/organizations with whom you do business. The Customer data type is a Master which allows you to select a customer who are mapped to them. You can perform check-ins, check-outs at customer locations, and perform customer activities based on configurations. To Modify Customer Master and Activities, go to Configurator > Customers. The below image shows how a Customer field appears on the form when you access it from the Web App:

The below image shows how a Customers field appears on the form when you access it from the Mobile App:

The Customer Type data type allows you to select a customer type that is mapped to them and also allows you to filter the customers based on their type. To create a customer type, go to Configurator > Customers > Manage Types > Add Customer Type. The below image shows how a Customer Type field appears on the form when you access it from the Web App:

The below image shows how a Customer Type field appears on the form when you access it from the Mobile App:

The Employee data type allows you to select an employee. If the user is a manager, then all the reporting employees will appear in the dropdown. If the user is not a manager, by default, it shows the employee who is submitting the form. The below image shows how an Employee field appears on the form when you access it from the Web App:

The below image shows how an Employee field appears on the form when you access it from the Mobile App:

The Form data type allows you to select a form submission that is previously done by them. You must configure a form in the Properties and the users can select only the submissions of the form that you configured here. Use this data type if you want the users to attach a previous form submission for reference. The below image shows how a Form field appears on the form when you access it from the Web App:

The below image shows how a Form field appears on the form when you access it from the Mobile App:

The Multi Pick Customer data type allows you to select one or more customers who are mapped to them. The below image shows how a Multi Pick Customer field appears on the form when you access it from the Web App:

The below image shows how a Multi Pick Customer field appears on the form when you access it from the Mobile App:

A Territory can have a set of customers in a geographical region and can be mapped to employees. The Territory data type allows you to select a territory that is mapped to them. To create a territory, go to Configurator > Territories > Manage Territories. The below image shows how a Territory field appears on the form when you access it from the Web App:

The below image shows how a Territory field appears on the form when you access it from the Mobile App:

The Yes/No data type allows you to select a yes/no response. You can set the default value and make it read-only. The below image shows how a Yes/No field appears on the form when you access it from the Web App:

The below image shows how a Yes/No field appears on the form when you access it from the Mobile App: