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Configure mWorkOrder 2208 using RACE™ 2208
  1. Home
  2. Overview of RACE Dynamic Forms Home Screen
  3. 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.

  4. 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.

  • Title and Copyright

    Copyright and Terms of Use for RACE™ Configurations Guide for mWorkOrder, a Mobile Workorder Management Solution of Connected Workforce PlatformTM.

  • 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.

  • Upload mWorkOrder RACE™ pre-set Configuration Spreadsheets

    mWorkOrder configurations are provided in RACE™ pre-set configurations spreadsheets. Download these RACE™ spreadsheets from Innovapptive support website and upload the spreadsheets to enable the latest features that are developed for mWorkOrder.

  • 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 configure 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.

  • Create Custom Module for mWorkOrder
  • Overview of RACE Dynamic Forms Home Screen
    • Search RACE Dynamic Forms

    • View Dynamic Forms that are in Draft

    • View Form that are not published

    • View Published Dynamic Forms

    • 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.

    • Deactivate and Activate RACE Dynamic Forms

      You can deactivate dynamic forms that are not required and activate them when needed. When you deactivate a form, it moves into dormant state and when you activate it the form along with the data is restored. This eliminates the need for deleting forms and recreating them when 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

      • 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.

        • Embed reference documents in the form

          Embed PDF, text document or excel sheets in the form. These quick reference documents give the mobile user an overview of the task in line with the form and make it easy for them to complete tasks on the form.

        • Add reference documents to the form

          Attach additional reference files related to the tasks on the form. These files provide additional details of the task or asset to the mobile user.

        • Embed reference images in the form

          Embed pictures/drawings in the form or in the form instructions section to help the mobile user understand the task and fill the form.

      • 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.

      • Trigger Business Objects from Forms
    • 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 an older version (2009 and below) to a new version (2009 SP03 and above)

      If you are on version 2009 or older, you must migrate using the following migration procedure to move to version 2009 SP03 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.

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.

  • To embed reference documents in the form, see Embed reference documents in the form.
  • To add reference documents to the form, see Add reference documents to the form.
  • To add images to the form, see Embed reference images in the form.
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