Creating a New Data Entry Profile

Stephen Evason — Tue, 31 May 2022 10:11:58 GMT

Current Revision posted to OpenGround Wiki by Stephen Evason on 5/31/2022 10:11:58 AM

Creating a new Data Entry Profile involves three stages. 1) Create the profile 2) add the steps 3) set up the headers, validation, and actions in each Step.

All Data Entry Profile modifications are made using the Admin Portal, which is launched from the OpenGround Cloud Launcher.

Then follow the steps below to add a new data entry profile:

Select the configuration pack to add the profile to from the admin portal interface.
Select the Mobile Data Entry menu item to view the existing profiles.
Click Add Profile menu item and enter the required fields.
1. Name: The title of the Data Entry Profile that appears on the tablet.
2. Description: An internal description field for admin use to help document each profile.
3. Picklist set: If you have picklists sets set up for the selected configuration pack they will be listed here and enable you to restrict picklists for this profile.
Click the Save menu item at the top of the form.

Once created you can edit the Name, Description and picklist set by selecting the Edit Profile menu item from the list of available profiles.