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Form Conversions

Omadi offers the ability for users to convert an entry of one form type into another form type with the click of a button. Information can be copied to a new form type or changed into a different form type.

 

New Conversion Setup

To create a new form conversion, start from the Setup screen, which is accessed by clicking on the gear icon in the top right corner of the Omadi website.

After finding the form to create the new conversion from, click on "Properties" on the right side.

Once in the Form Properties, open the "Form Conversions" option on the left side of the page.

If there are previously created form conversions, the will display after the word "Saved", showing the beginning form type and the form type it converts to. To create a new form conversion, click the link titled "Add a form conversion".

Then the user will be prompted to select the ending form type.

The first order of business when creating a new form conversion, after the ending form type is selected, will be the Label, or what will display at the top of each entry of that form type to allow a user to use the conversion. These buttons will look like this at the top of each entry:

Screen_Shot_2017-02-22_at_8.45.03_PM.png

After the label is entered, a conversion type will need to be selected. There are two types of form conversions: Copy to and Change to. A "Copy to" conversion will simply copy information from one form entry into another, leaving both entries in place. A "Change to" conversion will move information from one form type into another, removing the original entry.

The Link Back Field is used in "Copy to" conversions, where users would like to have a direct link from a form entry to the copy that is made from it. This is often used in Tag to PPI conversions to provide easy viewing of the copied PPI information.

When a form entry is converted into another form type, there may be differences in Form Parts, so the conversion setup will ask the user to dictate what should happen when the original form has reached a certain form part, in terms of how the ending form entry should be created. When a conversion is started, it will match the first form part of the ending form type to all form parts in the beginning form type. For example, if converting a PPI to a Shop Tow, the PPI has four Form Parts, while the Shop Tow has only two. In this scenario, any PPI that has reached the At Tow Yard form part or later should create a Shop Tow in the At Destination form part. Below, the left example is what would first display on creating a new conversion of this type, and on the right would be a completed example.

        Screen_Shot_2017-02-22_at_8.54.42_PM.png

After the form parts are matched, the user will now need to setup the conversion of field values. The table for this selection process will look something like this:

The two columns relate to the two forms of the conversion process. On the left will be a list of all the fields in the ending form type, and on the right, the user will select which field to use from the original form type. The selection will only allow field types that are compatible, so a user will not be able to enter an address field value from the original form entry into a form reference field in the ending entry.

Once all necessary field values have been selected (there may be fields that do not match between them due to differences in form setup), click the "Save" button to make the conversion available for use.

 

A word on permissions: in order for a user to be able to use a form conversion, they will need to have the ability to create an entry of the ending form type, which are also found in the form properties.

 

 

Adjusting Existing Conversions 

The process for adjusting an existing form conversion follows nearly the same process, with one small deviation: instead of clicking on "Add new form conversion", click on the form conversion to be adjusted.

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