Activities is a handy module in URVA that lets you create and tailor data fields for easy form filling. You can choose from various interface options to smoothly collect and transfer data based on your specific form structure and needs.
Say goodbye to fixed form templates that restrict your data collection. Our module flexibly adapts to each form's distinct requirements. You can pick the interface that suits your data capture needs, whether it's typing text, choosing from a list, attaching files, or entering dates.
TYPES OF CORE INTERFACES:
There are different types of Core Interfaces and each interface is unique and important in its own way:
- Page Break : You can enter data in a table format using this interface. For instance, you can capture orders for multiple products efficiently.
- Table: It's a heading placed across the form to delineate different sections.
- Header : It is an heading identifier placed across the form to make form sections.
- Name : This field captures customer names, allowing only text without special characters.
- Address : This interface captures detailed address information, including house number, city, country, and state.
- Phone: Use this field to collect mobile numbers from users.
- Text: This field is for adding text-based content.
- Email: Users can input their email addresses in this field.
- Date/Time: This field records a specific date and time when the form is filled.
- Single-Selection: It's used to select a single option from provided choices.
- Multi-Selection: This interface lets you choose more than one option, either manually one by one or in bulk.
- Currency: Enter payment amounts from customers using this field.
- Rating: Capture customer feedback with this field.
- Document - Scanner: This interface scans various documents, including ID proof and legal documents.
- Audio: Record customer audio when necessary.
- URL: Add links in the activities tab with this interface.
- Photo: Attach images of any type using this interface.
- Signature: Collect customer signatures with this field.
- Video: Record customer videos or other content if needed.
- Reference Id: Use this field when a customer refers another customer.
- Location: Capture the current location of the customer.
- Search: This field helps search and map collections with the form.
- File: Attach various documents as needed.
- Button: This interface allows you to access API details easily.
TYPES OF HYBRID INTERFACES:
There are interfaces which have some advanced features these are called as Hybrid Interfaces, we have listed them to give you a brief about them :
- Web Services: This is a set of records uploaded from the Manager Console. In the mobile application, users can retrieve this information by simply clicking a button. There's no need for a hash key to search for information; just click the button, and the information is automatically filled into the fields as configured in the Manager Console.
- Collection: It's a structured method for gathering, storing, and retrieving sets of records uploaded from the Manager Console as needed. Collections can be customized differently for each client.
- QR Code: Short for Quick Response, a QR code can be quickly read by a cell phone. It's used to extract information from temporary media and transfer it to a cell phone. QR codes can store various types of data, including URL links, geographical coordinates, and text. This interface is available in the Manager Console, allowing different users, clients, or companies to share information with the public.
- NFC (Near Field Communication): "FeetPort" offers an NFC interface for marking attendance. NFC tags or stickers are attached to employees' identity cards, and these tags are linked in the application. By scanning these tags or stickers with a cell phone running the "FeetPort" application, attendance is recorded.
- File Upload: Users have the capability to upload files in formats such as PDF, DOC/DOCX, PPT/PPTX, XLS/XLSX, JPG, GIF, and PNG as per their specific requirements.
ATTRIBUTES:
Attributes are the specifications that defines the properties of the fields. Attribute gives the characteristics of the entity. Depending upon the customer's requirement attributes can be configured to customize the interface in the format. \]
Following are the attributes with a brief description:
- Interface Sub-type : Interface Sub-type Options can be applied to any field type with media like text. Available options: Single, Multi, Integer, Decimal, Phone, Date, Time, Date/time, Radio, CheckBox, DropDown, With Symbol, With abbrev, Single,Range, With Address, Without Address. For Image available options of Interface Sub-Type can be Transparent,With background, Selfie only and both cameras. For Video available options are: With Audio, Without Audio. For Complex available options are: Service and Button and for Collection available options are: tags, meter.
- Interface Sub-Options : Interface Sub-Options can be given for any field type with media like text, collection, file with options like define units, address, city, state, postal code, country, PDF, DOC/DOCX, PPT/PPTX, XLS/XLSX, JPG, GIF, PNG.
- Media type: Media can be of any type e.g. text, collection, image, audio, video, file.
- Add On Interface : Add on Interface can be given to any field with media like text. The available option is bar code.
- Overlay : Overlay can be given for any field type with media like Image, Video. The available options are date time, address, coordinates, date and time.
- Quality : Quality can be given for any field type with media like Image, Audio, Video. The available options are Good, Better, Best.
- Orientation : Orientation can be given for any field type with media like Image,Audio and Video. The available options are portrait, Landscape, Auto.
- Label : It guides application user what the corresponding input fields mean.
- Field Instructions : Field instructions are the extra information you add to a form field for the users to read.
- Min Length : The min length attribute sets the minimum number of characters or numeric value that an input or text area can accept.
- Max length : It allows you to set maximum length of characters or numeric value that an input or text area can accept.
- App Task List : It is used to organize and priorities your tasks. It can be applied to any field with media type text and collection.
- Visibility : It provides a method for hiding or displaying fields, to user type : office / mobile.
- Default Value : Default field values automatically insert the value of a custom field when a new record is created. You can use a default value on a formula for some types of fields or give user freedom to enter value.
- Read Only : Read only fields or non editable fields can be useful with default values or when pre -filled values that we want our users to be able to see but not be able to edit.
- Unique : It is used to return only distinct (different) values. Setting a form field as Unique will not accept any duplicate values for the field, while submitting the form.
- Mandatory : Mandatory fields are questions that must be answered before the form can be submitted. Mandatory fields are also called “compulsory” or “required” fields.
- Priority : The priority field indicates the level of importance given to a task which in turn indicates how readily a task or assignment can be delayed or split during resource levelling.
Related Articles
Map template with an Activity
Map any template with an activity form following these steps: From URVA Home page, under Admin settings go to Basic Setup and click on Templates. Click on the + New Template to add a new template and select any template type such as PDF, SMS, ...
Add Logo and Name of the organization
URVA App can be customized as per company requirements like adding the company's logo and name of the Organization. Here's how you can do it: On URVA home page, Go to Basic setup under Admin settings and select the UI settings. Now click on the view ...
Create different templates on URVA
One can create a template for notifications to be sent to any user or customer via SMS, Email, WhatsApp or a push notification. Create templates by following the steps mentioned below: From URVA home page, go to Admin Settings and then click on ...
Create & Update Triggers
Create Triggers: Trigger messages can be configured by the user, which can be sent to the customer as well as the supervisor/ user himself through email, SMS, WhatsApp, or push notifications. To add trigger messages, follow the below steps: From URVA ...
Allow deletion of task
Users can be allowed to delete tasks if it is available in the workflow of the form. The permission is enabled under workflow for particular stages. Allow "delete tasks" from workflow: From URVA home page, go to Activities. under Admin Settings. ...