Field Advanced Properties: Important generic field properties including abbreviations, optimising the field display width and setting whether they appear in the athlete history/reports tables, calendar, the sidebar etc
All Field Types have an Advanced Properties section. You need to use these settings to ensure that add additional visibility settings and default settings for each field so that it appears on the form, in the athlete history and in the sidebar as you require it.
Visible allows you to set whether the question will appear on the application for data entry and analysis. For most instances all fields will always be visible, but you may have a calculation that references a special interim calculation that you want to hide on the data entry page.
The example here shows that in this injury form has an additional calculation is needed in the form before the number of days unavailable could calculate. The user entering data doesn't need to see this field, so it was selected to be Visibility- Hidden and to not show in the tables, as a summary field or as a calendar summary field. This means that the field "Interim Days unavailable" is essentially hidden from the users entering data, but it is used to calculate the Injury/Illness Duration. The image in the step below shows how that field is permanently hidden from the user.
Default show in tables sets which questions appear in the athlete history and the reports page by default. This is where you need to consider what are the most important fields from a form to show automatically?
Some forms capture hundreds of fields. You DO NOT want to set your form up so that 100 or 200 fields appear in the athlete history or reports by default. It will make these pages cluttered and make it hard for the user to extract the meaningful data from the form.
It is your job to work with the people that use the form to find out the most important fields that should be displayed by default.
For this injury form shown in the image here, most doctors and physios ONLY want to see the injury diagnosis, the current status of the injury, and the expected return to play to show in the athlete history and reports.
This means that every field in the form needs to be set to Default Show in Tables : False, so that they do not appear by default in the athlete history and reports section.
The questions from the Injury Form that were defaulted to show appear automatically in the athlete history. Setting all of the other fields (not shown by default) means the users don't have to scroll to get the information.
Abbreviation: Use the Abbreviation text area to abbreviate fields that have long names so that they are easy to read on the athlete history, on the reports and sidebar etc.
Some field names are very long. Instead of having the entire field name appear in the athlete history and reports, for summary fields and for summary calendar fields you SHOULD abbreviate long field names wherever possible. The Image in the step above shows that the injury history columns names are called, Mxn of Inj, Exptd days unavail, Missed Training. The actual field names for each of these fields has been abbreviated for the athlete history page and it is the abbreviations that appear and not the full field name.
Abbreviation - Field Name
Injury Injury Diagnosis
Mxn of Inj Mechanism of Injury
Exptd days unavail Expected number of days unavailable
Missed Training Did the athlete miss training
Where possible always abbreviate the field name in the Abbreviate text area.
You can change, rewrite and update the Abbreviation WITHOUT having an effect on the data being saved. But remember that the Actual Field name must be changed safely using the migrate field option.
If you make a mistake in your abbreviation, you can change this without affecting any of the data saved on the system. Simply type in the abbreviation name, or correct the spelling and save the form.
In the image here, the abbreviation is being shortened even further. Don't worry about the name being too short because the user can mouse over the field name in the history or reports and the full field name will appear for them to read in a pop up text box.
The example here shows that the Activity at time if Injury abbreviation is being updated to Act at Inj.
Summary Field: sets up whether the field appears on the Sidebar and also in reports such as the Performance Summary Reports
Summary Fields are the most important field from a forms. It is usually only 1-3 fields per form that should be set to Summary Fields equal to True. When it is set to True and there is data entered for it, it will appear on the sidebar. Always add in an abbreviation for that field as well so it take up as little room as possible on the sidebar.
For the example here, in the Injury Form only the Injury Diagnosis and Injury Duration fields have been set to Summary Fields. Only these fields will appear on the sidebar when they are entered (as shown in the image below).