FlinkISO QMS Software
Ver 2.x QMS User Manual

Custom HTML Forms

What are Custom HTML Forms?

Custom HTML Form is a new module added to FlinkISO™'s latest version 2.x, which based on No-Code concept, where organizations can create Basic HTML Forms without having to have any coding knowladge. Evey form buld will be linked to a document or a process and ready with validations.

Features:

 Drag and drop fields
 Specify field size & position
 Rearrange field size and position
 Add additional fields to existing form without loosing any data
 Validations will be added to form automatically basis on your choice
 Add data directly into form or use document to store data
 All forms are automatically access controlled based on Document & Process sharing
 All custom forms will follow in-built Approval Process

How do Custom HTML Forms work?

  1. Prepare Document/Process for which you want add custom form
  2. When you goto add form. system will create a copy of the document/process and move that into a new directory as new document derieved from the original.
  3. You can make changes to this new document or leave it as it is as per your requirments
  4. Use Custom Form Builder to create a form
  5. Once the form is ready, publish the form for data entry
  6. User's with whom the form is shared will be able to open the form (from dashboard or from the menu)
  7. When user opens the form, system will create another copy of the New Document and that new document will be linked to the new record that user is creating
  8. Based on the option selected, users can either fill in the document or table fields or both and save the document
  9. New record will follow approval process as per user's role

Custom Form Builder

Custom form builder is avaiable at Custom Forms, Add page. To create a new form, you must already have a defined document or a process which is linked to Standards/clauses.

To add new custom form for a document, goto Documents Section by clikcing on at the top menu and then click on icon next to the document for which you want to create the table.


To add new custom form for a process, goto Process Section by clikcing on at the top menu and then click on icon next to the process for which you want to create the table.


When you are on Custom Tables form, system will automatically load the document or process for which you are creating a form.


Based on the data fetched from either document/ process, system will prepare a sql_table_name and version for the proposed form. You MUST add a unique password so that the form is protected from tempering by any other user.

Password:

We recomend that you use different password other than your login password
All passwords Are encrypted

Default Field:

Each form created must have a default field either Name or Title. You can select this option from Default Field radio.

Drag And Drop

While building a custom form, you don't need to write a single line of code. Our Drag-and-Drop form builder will build the complete form.

Drag the required field types and drop them onto the right hand side canvas. Follwing section will render on the canvas

Fields & Settings


When you drag & drop the field from left panel to right, by default you will only see a Field that is dropped with title Add Field Name. It will also have a and icons at the right hand side. Click icon to add field setting, like name, mendatory/ optional/ field's association with any other table etc. Click to remove the field from the canvas.


Text and Textarea Fields

Then click on the icon, and it will open the modal window.
Click on the above gear icon to see the modal window

This will open a Field Settings Model. Enter the following :

  • Add Field Name
    This is your field name. You can enter field name with spaces or underscrore. While rendering on views underscores will be removed for better reading experience. e.g: field "office_address" will be displayed as "Office Address"
  • Mendatory
    Chose if the field is mendatory or not. Based on this, system will add the NotEmpty vaidation to the form
  • Show on index page?
    If checked, this field will be available on Index page of the new form.

Dropdowns

Dropdowns can be single or multiple. These fields are required when you want to link or pull data from other existing table. e.g In Employee table you may want to have Departments to be pulled from department tables and link the selected department to a new record. Depending on your requirments, you can chose if you want dropdown with single or multiple options.

Then click on the icon, and it will open the modal window.
Click on the above gear icon to see the modal window

This will open a Field Settings Model. Enter the following :

  • Add Field Name
    This is your field name. You can enter field name with spaces or underscrore. While rendering on views underscores will be removed for better reading experience. e.g: field "branch_id" will be displayed as "Branch"
  • Linked To
    Chose from which existing table/form you would like to pull the data from.
  • Mendatory
    Chose if the field is mendatory or not. Based on this, system will add the NotEmpty vaidation to the form
  • Show on index page?
    If checked, this field will be available on Index page of the new form.

Same process to be followed by dropdown with multiple values

Radio/Checkboxes

Radio is used when you want to provide options to user to select from and only one option can be selected. e.g. Custom Complaint Status. It could Open/Close. Checkboxes is when you allow users to select multiple options at a time. e.g. Any checklist, where user can select multiple option. Drag and drop checkbox/radio and then click on to add Filed Settings

Name

Then click on the icon, and it will open the modal window.

  • Add Field Name
  • Csvoptions
    Enter options you want to display for users to choose from separetaed by COMMA. e,d. Custom Complaint Status will have following CSV Options : Open,Closed,Assigned,Resolved,Delayed etc.
  • Mendatory
    Chose if the field is mendatory or not. Based on this, system will add the NotEmpty vaidation to the form
  • Show on index page?
    If checked, this field will be available on Index page of the new form.
Other fields

Follow same process of drag and drop and then click on the to open field settings. Add field name, mendatory, show on index and then click on update.

  • Add Field Name
    This is your field name. You can enter field name with spaces or underscrore. While rendering on views underscores will be removed for better reading experience. e.g: field "branch_id" will be displayed as "Branch"
  • Linked To
    Chose from which existing table/form you would like to pull the data from.
  • Mendatory
    Chose if the field is mendatory or not. Based on this, system will add the NotEmpty vaidation to the form
  • Show on index page?
    If checked, this field will be available on Index page of the new form.

Arrange Fields

When you drag-and-drop fields on the canvas, you can arrange these fields by draging them within the canvas. You can change the width of the field by hovering your cursor at the right side of the field and then when the curson changes to "Right Arrow" resise the field by draging the right side to the left side.


Size, Bootstrap Grid :

We use Bootstrap, hence the width of the field is always is min 3 columns to max 12 columns as per bootstrap grid

Publishing & Sharing New Form

Once you are ready with the form, you need to publish and share the form with users. System will by-default fetch the sharing options from Document or Process, from which the for which the form is created. You can additionally add/remove the sharing options at this stage.


Notes/Desription:

Add any additional notes in the Notes/Description field. This note will be available on the index page for user's to read.

Custom Form Index Page

Goto Custom Forms section by clicking icon in the top menu. It will take you to the Index page. All the forms available will be shown in panel format as shown below

Table Notes 
will be displayed if table is available for data entry
will be displayed if table is not available for data entry System will display Table Name at the top.
Count of Child-Tables will be display at right hand side to in badge
Document/ Process Name will displayed below Table Name in small letters
Notes will be dislayed in the Body section of the panel
If Table is derieved from Document, icon will be displayed
If Table is derieved from Process, icon will be displayed
Action Menu will be displayed as buttons in right hand side of the panel.

  •    Click to open form to add data
  •    Click to goto Index page of the custom form
  •    Click to Reports
  •    Click to Edit/Recreate/View form details

Edit / Recreate Custom Forms

Goto Custom Forms Index page and find the form you would like to edit/ recreate. Click on icon to first goto View Page.

This will open a new page which will display

  • Document Details at the top
  • Load Document in Document Panel
  • Table Details:
    • Name
    • Table Names (system generated)
    • Version
    • Defaulf Fields (system generated mendatory fields)
    • Fields (added while prepareing the form)
    • Linked To : Association with other tables
    • Status : Locked/ Unlocked/ Published/ Unpublised etc
    • Schedule : Data entry schedule defined as per Document / Process
  • Triggers
  • Linked Tables
  • Shared with : Details of sharing with branchs/ departments / users

To Edit or Recreate the table, click on icon at the bottom of the Table Details panel. This will open Edit/Recreate page. This page is identical to Add Page. Follow earlier section of the manual viz Drag-and-Drop, Field Settings, Arrange Fields to edit form.

Note:

  Tables are password protected. You must enter Password before you Save any changes.

  Once you change the table, table Status is set as Unpublished & Unlocked, this means the table is not Unavailable for data entry.

  You must manually change this status to publish & lock the table to enable user's to add data.


  If you are adding a new field and want to place that new fields somewhere before or after any existing fields, you MUST first save the form and then open the edit section and then rearrange the position.



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