NC4: E Team - R9.8 E Team Form Builder - Color Coded Status/Map Icon Usage

The custom forms color code and icon customization feature provides the means by which to define the view color to display for each status value, as well as the ability to select or upload icons for display on map.

Color Coded Status

Custom forms use the same 9 standard color codes to display status within the view frame as E Team core forms. Black, Purple, Red, Orange, Yellow, Green, Teal, Gray, and Blue. In general colors are treated by the system views as descending in seriousness ("bad-ness") from BLACK, which means worst, through GREEN, which means best and GRAY, which is most often used to depict an Unknown status. You can use whatever terms you choose for the progression of your custom forms status, with the exception of Closed, which is always used to depict closure of a report instance and is a required status to ensure proper view support within the application.

Color coded status is managed using the Status (custom_forms_instance_status) field seen in the Custom Form Identity section of your workspace when creating forms, along with defining icons by clicking on the  icon displayed on your Form Builder Manager main screen.

Defining E Team Status for Views

1. On the Form Builder Manager main screen, create a new or locate an existing form from the Active View and place in update mode.
2. In your designer workspace, select the Status field.
3. In the Properties Options field, enter the text and color options in the following format:
   Open Catastrophic - Black=Open Catastrophic - Black
   Open Major - Red=Open Major - Red
   Open Minor - Orange=Open Minor - Orange
   Open Warning - Yellow=Open Warning - Yellow
   Resolved - Green=Resolved - Green
   Unknown - Gray=Unknown - Gray
   closed=closed
   
   You MUST retain/include the default value closed=closed. You can use as many or few of the colors provided, you do have to use all available status colors.
    
4. When done click Finish to save the form and return to the Form Builder Manager main screen.
5. On your main screen, click the  to the right of your form listing to open the Icon Usage window for this form.
6. In the down drop next to each of your status values select the color to use for view display. Note that closed is associated with the color Blue by default.
7. When done click Submit. You will see update confirmation at the top of this window.
8. Click Form Manager to go back to your Form Builder Manager main screen. Once your form is published, your view will depict the above example like this:
   

Customizing Status Icons for Map

In addition to color coded status display within the views, E Team can display any form that has been geolocated on the map viewer screen. By default all custom forms that are set to display on map use a single icon. However, E Team provides the ability to define the icon to use for display on map for each custom form design and associated status value. You may use a single icon to display all status values for your form, or you can upload icons of varying colors to match those defined for each status.  

1. On the Form Builder Manager main screen, create a new or locate an existing form from the Active View and place in update mode.
2. In your designer workspace, following the instructions for setting your color coded status above.
3. If one is not present on your form, from the Custom panel at left, drag and drop the Geo-Location control onto your form.
4. When done click Finish to save the form and return to the Form Builder Manager main screen.
5. On your main screen, click the  to the right of your form listing to open the Icon Usage window for this form.
6. If you want to change the default icon displayed for each color status, select the Browse option.
7. Browse to the image file you wish to use and upload to the system. Recommended image size is minimum 16 x 16, maximum 32 x 32.
8. Continue for each color value as needed.
9. When done, click Submit. The image will change to display the uploaded file image.
10. Click Form Manager to go back to your Form Builder Manager main screen.