To work with data sets in ELO for Mobile Devices, you need a keywording form with the corresponding settings and a specifically named form.

Keywording forms

When capturing data with ELO for Mobile Devices, all data is saved to a keywording form. Create a separate keywording form for each form you want to capture data with. To do so, use the ELO Administration Console.

How you design the keywording form depends on the data you want to capture. Use the keywording form to define:

• The index fields for data recording
• The filing path for the created data sets (filing definition)
• Whether one or multiple files can be added to the data set (form type)

Index fields

Add an index field and the associated group for each data field that should appear in the form. These index fields are linked to the form. In the app, the user will fill in the index fields via the form.

Filing definition

Set up a filing definition so that the data sets can be loaded to the ELO repository. The data sets cannot be filed to the repository without a filing definition.

Form type

The form type determines whether the data set is created as a document or as a folder. The following settings are possible for this:

Usage - Folders: If this option is enabled, data sets are created as folders. You can attach multiple files to a data set. However, you do not have to attach a file. Attached files are filed to the repository with the Basic entry keywording form.

Usage - Documents: If this option is enabled, data sets are created as documents. You must attach a file. You cannot attach more than one file.

If both options are selected, the conditions for the Usage – Documents option will apply.

Form

You need a specifically set-up form to create a data set. You create this form using the ELO form designer in the ELO Java Client.

Information: For detailed information on forms, refer to the Java Client Workflow manual.

Please note: Data set forms are intended for offline use. This means you cannot use functions that require a connection to ELO Indexserver, such as ELOas rules or dynamic keyword lists.

A data set form must meet the following criteria:

Form name: The name of the form must follow this pattern: offline_<NAME>. Replace <NAME> as required.

Template: The form requires a template. The name of the template must be composed according to the following outline: main_<NAME>. Replace <NAME> as required.

The names of the form and of the template must not match.

Connection to the keywording form

To make best use of the form, you need to link the template to a suitable keywording form (see above).

1. Open the template in the ELO Java Client form designer.

2. Open the Keywording form drop-down menu under Global form settings.

3. Select the prepared keywording form.

Information: If the keywording form does not appear in the list, it is possible that the data was not passed on to the client by the ELOwf module. Restart the module and the client, if required. Then click Refresh in the form designer.

4. Click Apply to apply your changes.

Alternative: The changes are also applied when you save the template.

The name and the ID of the selected keywording form appear grayed out in the Keywording form field.

Connection to index fields

To apply the data entered to the keywording of the data set, you must link each field form to an index field.

Establish the connection to an index field as follows:

1. Open the template in the ELO Java Client form designer.

2. Click the line of the form that you would like to link to an index field.

3. Open the Variable name drop-down menu under Properties of the selected cell.

4. Select an index field.

The name of the variable creating the connection to the index field is grayed out in the Variable name field.

5. Save the form once you have created and connected all form fields.

The form is now ready for creating data sets.