Customize Settings for Positive Response Smart Field in a Form
When using the Form Builder in the UtiliSync Admin app, once you have added a field to a form, you can customize the settings for that field in the panel on the right side of the screen. In this article, you will learn how to customize the settings that are available in a Positive Response smart field. The image below only shows the settings panel on the right of the screen.
Instructions
- First, either create a Positive Response smart field in your new form, or find the Positive Response smart field in a previously created form.
- Tap on the Positive Response field in the center of the Form Builder screen.
- You can change the Label of this field in the settings panel that opens.
- Tap on the Select One Call Center dropdown arrow and then tap on the one call center that sends your Locate Request tickets.
All acceptable response codes will be automatically available in the form field now.
- There are many options to Edit Responses.
- You can change the order of the responses by dragging the double row of dots to the left of each line.
- You can change the Visibility settings for each response by clicking on the current visibility setting in the desired row. Your choices are Never, Always, and Conditional. Always and Never are useful for codes you do or don't want to be consistently available to your Locators. Conditional is a useful setting for codes that only apply to tickets with a pre-set response in another form field. For example, some codes are only acceptable for Design Ticket Types, so you can set the visibility as shown in the image to prevent those codes from being used on non-Design tickets.
- Once you have edited the responses, make sure you SAVE CHOICES and that dialog will close.
- Last, you can choose if you want all the codes shown at once in a list, or if you'd like them in a dropdown while you are in the Form Builder space. (This does not change the form the Locators fill out nor the submitted final version.)
- If your one-call center allows it, you can also select multiple Facilities to submit responses for with a single ticket. The Facility field will not be in your settings panel if your one-call center doesn't allow that.
- The last feature in this new form field is the Comments space. These comments will be sent to the excavator and the one-call center with the Positive Response.
- Make sure to Save any changes that you make, Update Item, and Save Form before you close the Form Builder.
Success! You can now customize the settings for the Positive Response smart field.