Sample FormInstance template |
In Fleet, you can define mobile forms that drivers fill out using a separate app, such as WorkPlan.
The purpose of this tutorial is to show you the relationship between the form templates you define in Fleet, the answers a driver enters in a mobile app, and what you can retrieve in TDE using the FormInstance table.
This topic contains the following sections:
The first step is to define a form template in Fleet. This example shows a Customer Satisfaction Survey that is split into two sections, Customer Information and Survey. The form contains a variety of form element Types.
Tip |
---|
For more information about how to define form templates, see the Telogis® Fleet™ documentation. |
Form definition in the Form Builder:
Form Preview:
Once the form template is saved and made available to drivers, they can fill out the form. The example below shows a form that was filled out and submitted in WorkPlan.
In some cases, a driver can save multiple versions of a form before submitting it. Each version of the form can be retrieved as a single form instance.
The template below retrieves all form instances saved or submitted between a start time and end time.
[Template] TemplateVersion = 1.0 TableID = FormInstance-1.0 TemplateName = RetrieveFormInstances Intent = Retrieve StructuredData = true # Required to retrieve a Map object, like the Values column Format = JSON [User] StartTime(Timestamp) = "" # Variables set by query string EndTime(Timestamp) = "" [Filter] SubmissionTime = Between(StartTime,EndTime) # Returns all form instances submitted between a start and end time [Output] Id = Input.Id DriverId = Input.DriverId Status = Input.Status SubmissionTime = Input.SubmissionTime Values = Input.Values
In this case, the retrieved results include a single instance of the form that the driver submitted. Note the following about the retrieved results:
The results retrieved from TDE match the answers the driver submitted in WorkPlan.
{ "RetrieveFormInstances":{ "TableEntry":[ { "Status":"Submitted", "Values":{ "3":{ "Id":"3", "Path":[ "Customer Information" ], "Name":"Account Number", "Type":"522d49a7-02d7-4c60-9f83-fb456e627c5e", "Value":"12345-6" }, "4":{ "Id":"4", "Path":[ "Customer Information" ], "Name":"Customer Name", "Type":"522d49a7-02d7-4c60-9f83-fb456e627c5e", "Value":"Susan Smith" }, "5":{ "Id":"5", "Path":[ "Customer Information" ], "Name":"Title", "Type":"522d49a7-02d7-4c60-9f83-fb456e627c5e", "Value":"Mrs." }, "6":{ "Id":"6", "Path":[ "Customer Information" ], "Name":"Account Status", "Type":"522d49a7-02d7-4c60-9f83-fb456e627c5e", "Value":"Active" }, "7":{ "Id":"7", "Path":[ "Customer Information" ], "Name":"Add to Mailing List", "Type":"522d49a7-02d7-4c60-9f83-fb456e627c5e", "Value":"True" }, "8":{ "Id":"8", "Path":[ "Customer Information" ], "Name":"Location", "Type":"522d49a7-02d7-4c60-9f83-fb456e627c5e", "Value":"30.397541046142578, -97.7296142578125" }, "10":{ "Id":"10", "Path":[ "Customer Information" ], "Name":"Customer Photo", "Type":"522d49a7-02d7-4c60-9f83-fb456e627c5e", "Value":"12d29b9e-399c-4b39-8dbb-9b3b24c223ba" }, "13":{ "Id":"13", "Path":[ "Survey" ], "Name":"Overall, how would you rate the service you received today?", "Type":"522d49a7-02d7-4c60-9f83-fb456e627c5e", "Value":"The service was great" }, "15":{ "Id":"15", "Path":[ "Survey" ], "Name":"Value for money", "Type":"522d49a7-02d7-4c60-9f83-fb456e627c5e", "Value":"Excellent" }, "16":{ "Id":"16", "Path":[ "Survey" ], "Name":"Quality of service", "Type":"522d49a7-02d7-4c60-9f83-fb456e627c5e", "Value":"Good" } }, "SubmissionTime":"11/12/2015 9:46:30 PM", "Id":"d7e0f729-aa09-4672-a746-2e080f323c12", "DriverId":"1182692462" } ] } }