Setting a Dropdown field as an "Importance Selector" to pull data into the Important Summary Field

Importance Selector Fields and Important Summary Fields

This lesson reviews how to create an importance selector field using a dropdown field.

1.0 "Importance" fields are available to enable users to select whether a specific field is important, and whether that field should be pulled into an "Important Summary" field.

The image here shows how a standard importance fields and summary field could be set up

Previously to set up fields that pull through to an "Important Summary" field you had to use a similar configurations to the following:

1: A-Dropdown field, B-single line of text and then C- tick box with "No" and "Important" as the options. The Tick Box field's advanced properties are set as an Importance Selector=Yes. The section is set up with a 3 column layout (as shown here).

If the important tick box was ticked, the drop down box field (A) and single line of text fields (B) pulled through into the important summary (as shown here).

or

2: D-Dropdown field and E-Tick Box field with "No" and "Important" as the options. The Tick Box field's advanced properties are set as an Importance Selector=Yes. The section is set up with a 2 column layout.

3:When the Importance Tick Box  (e.g. C or E) is checked the dropdown fields (and the comments) are pulled through to the Important Summary Field. Only the fields that have been ticked as important pull through into the Important Summary.

1.1 Now you can set an actual dropdown field to pull through itself and/or additional fields into the Important Summary Field.

This is completed using the Scoring Set up, the "Importance Selector" and  "Include in Important Summary"  in the field's Advanced Properties

The image here shows an example of a drop down field and the comments for that field being pulled into the Important Summary Field. It also shows that just the comments field can be set up to pull through into the Important Summary Field.

The steps below outline how to achieve this.

1.2 Add in a new field (or update an existing one) with the options you require. Scores MUST be set for each option: any option with a score of 1 or greater will pull through into the Important Summary Field

1.2 Add in a new field (or update an existing one) with the options you require. Scores MUST be set for each option: any option with a score of 1 or greater will pull through into the Important Summary Field

In the example here, if a user selected:

-Normal

-More sore or tight than usual

This field (and any associated fields in that row) will NOT pull through into the Important Summary Field because these options are scored as 0.

If a users selected any of the following options this field (and any associated fields)  would be pulled through into the Important Summary Field because they are scored as 1 or greater

- Sudden increase in symptoms in past week

- Restricted by tightness or soreness

- Pain interrupting playing or training

Any score which is set to be above 0 will be recognised as an Importance Selector AFTER you set the importance setting in the Advanced Form Properties.

N.B. If you have to assign specific scores to your options due to your data capture requirements and the scores don't match the 0 or 1 settings for being pulled into the Important Summary Field you may need to consider using the tick box option outlined in the previous lesson.  

1.3 For the Fields Advanced Properties set the Importance Selector to Yes. Then, an additional field will appear for you to select.

1.3 For the Fields Advanced Properties set the Importance Selector to Yes. Then, an additional field will appear for you to select.

If you have set up another field that will be in the same row (e.g. a comments field) beside the drop down box and you ONLY want that comments field (not the initial drop down field) to pull to the Importance Summary Field JUST enable the Importance Selector as Yes. When the the subsequent "Include in Important Summary" field appears, you can leave this blank or set it to No. An example of this is shown in the image below for the field Groin.

1.4 Setting the Importance Selector to Yes on the Drop down field will ONLY pull through the additional fields (e.g. the comments field) into the Important Summary Field.

1.4 Setting the Importance Selector to Yes on the Drop down field will ONLY pull through the additional fields (e.g. the comments field) into the Important Summary Field.

The image here shows that ONLY the comments (Quads comments) field that is associated with the drop down field (Quads) is pulled through to the Important Summary field.

N.B f you do not have any additional fields in the row (e.g. a comments field), and you ONLY enable the "Importance Selector" and NOT the "Include in Important Summary" (shown below) nothing will be pulled through to the Important Summary field as shown for the Groin Field.

1.5 If you want the dropdown field AND any additional fields to pull through to the Important Summary, you need to enable the "Importance Selector" AND the "Include in Important Summary" Settings

1.5 If you want the dropdown field AND any additional fields to pull through to the Important Summary, you need to enable the "Importance Selector" AND the "Include in Important Summary" Settings

When you select the Importance Selector AND the Include in Important Summary to Yes, the dropdown field AND any additional fields in that row (e.g. the comments field) will be pulled into the Important Summary Field. The Fields shown in the image in Step 1.4 have now both had the Importance Selector AND the Include in Important Summary set to Yes. The image in Step 1.6 below shows the dropdown fields and the additional fields (the comments fields) are now included in the Important Summary field.

1.6 The Dropdown fields and the additional field are now BOTH pulled into the Important Summary field when an option is selected that has a Score or 1 or more

1.6 The Dropdown fields and the additional field are now BOTH pulled into the Important Summary field when an option is selected that has a Score or 1 or more

When a users selects an option that enables the importance selector to work, the dropdown field AND the comments field are both pulled through into the Important Summary Field.

You will also notice that the Groin dropdown field is now being pulled through into the Important Summary field because it is set as Importance Selector and Include in Important Summary. When a users selects and option with a score of 1 or more, the field is included in the Important Summary Field.

1.7 The image here shows the Tick importance work flow AND the dropdown scoring working in the same Event Form pulling through into the Important Summary Field

 

1.8 If you are updating existing forms, make sure you test these changes on a duplicate form to ensure your new work flow is correct. Always test out the changes in preview before saving the changes.

If you have any queries about this feature contact your system developer or distributor.

Note. When you have set up fields in an Event Form to be important, when you re-open an entry, your Event Form miight be set up to view "important rows".

The "Hide Rows" in the Advanced Form Properties allows user to filter out fields that are not important when they are looking at existing entries

CRITICALLY, this "Hide Rows" setting in the Advanced Form Properties does NOT pertain to rows in a table, they are specific to rows in a multicolumn layout (as shown above) for use with the importance selector.

If this is set in an event form, when you open an existing entry, you can select to see only the important rows in the entry.

Only the important fields appear to be viewed

The means a user can quickly zone in on the content that is important, without being overwhelmed with other data in the event form.

The "important selector is saved as a setting with the entry, it needs to be selected any time a user wants to limit the fields shown on an existing entry.

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