Some of the data that is important to your business is not automatically uploaded to io-base, for example when it is collected manually on a site (a thermometer that is not connected for example).
With Indaforms, you will be able to create forms to enable users to enter data manually, and have it stored in io-base.
For each form created, you will need to define :
which metric (or metrics) you want to enter a value for
who is authorised to enter the values
At the top right, click on Add Form.
Fill in the fields:
Title : title of the form
Description : description of the form
Permission : who will be allowed to fill in the form
Choice of metric(s) : the metrics for which values will be entered
Note : the fields Title and Permission are mandatory.
Defining a permission
The Permission section is used to define who has the right to record values for the metrics in this form. You can select an existing Permission, or create a new one.
Note: the permission selected must allow writing. It must be applied to the form's metrics, via the Metrics Management module.
To create a permission, click on Create a permission.
A pop-up window opens. Complete the name of the permission.
Note : By default, the name given is "Permission for [form title]". Therefore, by default, you will create a group specifically for your form. The permission you create is automatically set up with read/write rights.
Once you have chosen the permission, you need to add users.
To do so, click on Manage permission.
You are redirected to the "Edit a permission" screen.
Defining a metric
The final step is to define the metrics that will appear in the input form. Here again, you can either select one (or more) of the existing metrics, or create a new metric.
Search for an existing metric
The pop-up window Metric search opens.
You can search by tree structure, metadata or metric name.
To add a metric, press the "+" button.
The selected metric appears in the table, on the right.
Click on Save.
The metric is selected and appears in your form creation screen.
Creating a metric
You can also create a metric to be attached to your form.
To do so, click on Create a metric.
You will be redirected to the Add metric page.
Create your metric by indicating :
the corresponding database (required)
a Name (required)
a Description (optional)
a storage rule (optional)
a unit (optional)
Choose one or more permissions for the metric by clicking on the "+" in the list of permissions.
The permissions selected appear in the left-hand table Permissions of metric.
Click on Save.
Your metric is created and you can now select it by searching for it using the Search a metric button as shown below.
Saving the form
Now click on Save.
Your form now appears in the list of forms.
Using the form
Now that your form has been created, you can share the input link with the users who need to use it. In the Actions column, you'll find the link to the form, which can be copied, or the QR Code for direct access to the input screen.