Filling Out Forms

There are 3 areas within Agility Blue where a User has the opportunity to fill out a Form.

• While creating a Task. The User creating a Task is required to have at least one Form filled out in order to save the Task. To add a Form while within the Create Task window, choose a Form under the “Available Forms” drop down picker and click on the “Use Form” button. The Form will appear under the drop down picker and the window will scroll automatically to the first field.
• While editing a Task. The User editing a Task will have the opportunity to remove existing Forms or add additional Forms to the Task. To add a Form while within the Edit Task window, choose a Form under the “Available Forms” drop down picker and click on the “Use Form” button. The Form will appear under the drop down picker and the window will scroll automatically to the first field.
• Using the “Add Form” shortcut on the Task toolbar or Task context menu. A dialog window will appear that will allow a user to select one or more forms to add to the existing Task. To add a Form, choose a Form under the “Available Forms” drop down picker and click on the “Use Form” button. The Form will appear under the drop down picker and the window will scroll automatically to the first field.

Once a Form has been added, the User must fill out any fields that are marked as required in order to save the Task. A required field is indicated by an orange asterisk next to the Field’s label.

Anatomy of a Form

• Section Heading. Sections are groups of fields within a Form. Forms may contain one or more sections.
• Field input area. Below the Section, Fields are available for input. Some Fields may be required or may be hidden.
• Field label and requirement indicator. If a Field is required, an orange asterisk will appear next to the Field label.
• Value input. The inputs for each Field will vary based on the Field Type and may or may not have default values filled in depending on how the Field was created when constructing the Form.
• Conditional Field indicator - Light Bulb icon indicates that this field has conditional properties that may be altered by other fields.
• Conditional Field indicator – Lightning Bolt icon indicates that this field has conditional triggers that may affect the properties of other fields.