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Configure forms and form fields for dynamic screens
Use the Dynamic Forms menu to configure Embedded and Standalone forms and fields for the form on your transaction screens to capture data like measurement readings and test results on the go.
Configure dynamic forms and form fields
Use the Dynamic Forms menu to configure Embedded and Standalone forms and fields for the form to capture data like measurement readings and test results on the go.
Configure validations for form fields
Configure validations for form fields like hide, auto-populate, or disable fields depending on the value entered in another field, set fields as mandatory.

Title and Copyright
Copyright and Terms of Use for RACE™ Configurations Guide for mWorkOrder, a Mobile Workorder Management Solution of Connected Workforce Platform^TM.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Understand RACE™
Innovapptive’s Connected Workforce Platform™ uses built-in integrations to connect your SAP®, IBM Maximo, and other back-office systems with mobile applications.
Enable/disable modules and features
When you upload RACE preset configuration spreadsheets, all the standard features and configurations that are required for the mobile application are enabled. You can disable the features that are not required for your organization or not applicable for your industry.
Define Defaults, Filters and Search Criteria
Defaults, Filters and Dynamic Search configuration settings through RACE™.
Configure Extensions
Extensions help you configue additional fields and properties, modify the properties of standard fields or create and map a new field from the SAP system.
Create Custom Tabs (Screens)
Use the Screens menu to configure screen elements like custom tabs - Single Panel and three (Line Item) panel view, single and multiple forms and form buttons.
Configure forms and form fields for dynamic screens
Use the Dynamic Forms menu to configure Embedded and Standalone forms and fields for the form on your transaction screens to capture data like measurement readings and test results on the go.
- Search RACE Dynamic Forms
  Search and navigate to the form details that you want to view by entering the form name in the Search Forms section.
- View Recent RACE Dynamic Forms
  You can view the list of all the forms that are updated or modified recently using the Recents section. The forms in this section are sorted in descending order of date created or modified.
- View RACE Dynamic Forms that are added to Favorites
  You can view the list of all forms that are marked as favorite in the Favorites section.
- Categorize RACE Dynamic Forms
  You can organize the forms into logical categories using the Categories section. For example, you can organize all checklist forms into one category. You can create, edit, and delete categories as required.
- Configure dynamic forms and form fields
  Use the Dynamic Forms menu to configure Embedded and Standalone forms and fields for the form to capture data like measurement readings and test results on the go.
  - Create dynamic form
    User with specific roles and releated permissions can do tasks like create forms, and modify and publish them. For information, see rdf_topics/rdf_manage_versions_user_roles.html
  - Build dynamic form using data from existing forms
    Create a Form using existing form as a Template. Form Templates are defined in Dynamic Forms (Dynamic Form Templates) module of Admin section which can be accessed by tapping icon on the top right of the screen.
  - Add form fields by copying fields from existing forms
    Configure additional fields on the form or copy fields from an existing form.
  - Create forms using existing PDF forms
    Configure an existing PDF document as fillable form and assign it to the user to capture the required data. This eliminates the need to manually create the form fields.
  - Add reference documents or images to forms
    Attach the reference documents or other files and images that help the mobile users complete their tasks without the need to manually check for reference files on other system or carry printed papers.
  - Trigger email notifications from form using validations
    Configure form fields to send an email notification to users when the business condition configured for the form field is successful.
  - Configure form field to populate dependent fields on the form
    Populate dependent fields on the form when the user selects a value in the drop-down field. This eliminates the personnel to manually enter the values in fields when filling the form.
  - Configure form fields to show possible values in line with the field
    Configure the form field (segmented control field) to show the available/ possible values on the screen so that the mobile user can tap on the value.
  - Configure form field to record measurement readings or ratings
    Configure rating field on the form to show the values on a scale (slider) with minimum and maximum values so that the user can drag the slider to set the value.
  - Trigger business object from form using validations
    Configure form field to navigate to the business object like Notification when user action on the form does not meet the condition configured.
  - Configure validations for form fields
    Configure validations for form fields like hide, auto-populate, or disable fields depending on the value entered in another field, set fields as mandatory.
    - Build custom UI validations for form fields
      Configure custom validations for the forms to suit your requirements.
- Configure user access and role for dynamic forms
  Configure access for the form so that the users (technician) can take specific actions on the Form and post the data to SAP.
- Create New Versions, Edit and Publish RACE Dynamic Forms
  With the forms versioning functionality you can modify a form and deploy it in production directly. This functionality eliminates the lengthy change management process of moving forms from development, to QA, and to production environments when changes are minimal.
- Migrate forms from 2003 and older releases to 2009 and later
  If you are on version 2003 or older, you must migrate using the following migration procedure to move to version 2009 and later versions.
- Optimize Performance and Define Offline Configuration Parameters
  Use the Performance menu to define the performance optimization and offline configuration parameters for the application.
- Assign Embedded form to dynamic screen (tab)
  Once you configure a form and fields for the form, you can assign the form to the transaction screen.
- Configure Standalone dynamic form
  The created form can be used as a standalone form too
Configure validations for fields
Configure validations for UI fields like hide, auto-populate, or disable fields depending on the value entered in another field, set fields as mandatory.
Optimize Performance and Define Offline Configuration Parameters
Use the Performance menu to define the performance optimization and offline configuration parameters for the application.
Define localization entries
Use the Localization menu to define the local language translation for UI fields.
Maintain GIS Maps Access Tokens and License Keys
Use the GIS Maps menu to maintain GIS maps License keys and Access tokens.
Set color-coding for Work Orders
Use the Color-Coding menu to define color code of the work orders in the work order list screen.
Configure Push Notifications
Use the Push Notifications menu to configure the push notifications actions and other attributes.
Configure Risk Matrix
Configure Risk Matrix based on parameters defined by your organization to assess the Overall Risk associated with an incident by defining probable occurrence of risk incident and corresponding consequences with respect to safety, environment, asset damage/deferment and people. This helps you prioritize Notifications and accelerate the measures to be taken.

Configure validations for form fields

Configure validations for form fields like hide, auto-populate, or disable fields depending on the value entered in another field, set fields as mandatory.

For more information on operators and expressions used to configure UI validations, see Build custom UI validations for form fields.

To configure validations for form fields

Click Dynamic Forms on the left panel.
Click on the form.
Click on the form field.
In the Edit Form Fields section, turn ON the Validation Required toggle switch.
In the Conditional Logic window, enter the validation for the form field.
You can configure the following conditions:
- To hide the form field depending on the value in the dependent field(s).
- To disable the form field depending on the value in the dependent field(s).
- To mandate the user to fill the form field depending on the value in other field(s).
- To show an error, warning, or an information depending on the value in other field(s).
Enter the text in the UI Validation Message field.
Note:
- This message is displayed on the pop up box in the mobile application.
- This field is displayed only when you configure validations on the Mandatory/Optional and Error Handling tabs.
Click Save.