Important Summary Field. How to set it up in an Event Form

There are two ways to set up the fields to be able to pull through into the Important Summary Field. This lesson reviews how to set it up using a tick box and also includes important information on layout and Event Page Advanced Properties settings.

The next lesson review how to set up dropdown fields to full through into the Important Summary Field. Read both lessons before you begin to get the best understanding of what you need to create.

The Important Summary Field is a special field that can generate a summary from fields in an Event Form that are selected to be pulled into this field

The Important Summary Field is a special field that can generate a summary from fields in an Event Form that are selected to be pulled into this field

If you just add in an Important Summary Field, nothing will appear in that field. The Fields in the Form MUST be set up correctly in order to be able to generate a summary

If you just add in an Important Summary Field, nothing will appear in that field. The Fields in the Form MUST be set up correctly in order to be able to generate a summary

The steps below outline how to set up your fields

To set up a field to pull though into the important summary field you can include the field and then add in a tick box to enable it to pull though.

To set up a field to pull though into the important summary field you can include the field and then add in a tick box to enable it to pull though.

Firstly, set up a new Section for your fields and importance selector field tick box to appear in. You will need to apply a 2 or 3 column layout after you add in the fields, so it is best to add in a new section

Firstly, set up a new Section for your fields and importance selector field tick box to appear in. You will need to apply a 2 or 3 column layout after you add in the fields, so it is best to add in a new section

For the Important Summary fields that are set up using a tick box, any field in the row that selected as important will pull through. You may have a 2 or 3 column layout that you apply to that section after you have set up the fields. If you have fields in the section that do not follow the format discussed below, they may interfere with the importance selector fields.

Set up the field in the form to capture your data. This example shows a numeric field being added

Set up the field in the form to capture your data. This example shows a numeric field being added

For this example it will be called "Field 1"

Copy the name of the question you just added, add in a Tick field and paste in the name and add in Important, Priority or Summary (anything to let the users know they tick it for importance)

Copy the name of the question you just added, add in a Tick field and paste in the name and add in Important, Priority or Summary (anything to let the users know they tick it for importance)

#1: Add in a Tick Field

#2: Paste in the name of the field that you want to be able to mark as import (the field you just added in)

#3: Write in Important, Priority, or Summary so that users know that if they tick this it will pull through to the summary field. It does not have to be named important, but it pays to use a standardised term for all importance selector fields

#4: Check the new Tick field appear directly underneath the field that you want to be able to mark as important (e.g. directly under "Field 1")

Add in TWO Options and click Update. The first option MUST be "No" or "Nil". The second option can be something like "Yes", "Important", "Priority"

Add in TWO Options and click Update. The first option MUST be "No" or "Nil". The second option can be something like "Yes", "Important", "Priority"

#1: Add in first option. This option is one that will be displayed when the field is NOT ticked. Name it something like No or Nil.

#2: Add in the second option. This option is the one that will be displayed in the athlete history and reports pages when the field IS ticked. Name it something like Important, Priority, etc

#3: Click Update to update the options on the system

If you are using the tick box to denote importance, you CANNOT have scores for the options or the summary field will not work. Leave blank, or click Clear All if you have scores

If you are using the tick box to denote importance, you CANNOT have scores for the options or the summary field will not work. Leave blank, or click Clear All if you have scores

You cannot have 0 or any numeric fields in the Scores for these options. Please leave them blank.

If you are updating an existing form and you have a 0 or a numeric field as scores you will need to click "Clear All".

N.B. Do not click "Update" after you click "Clear All" or 0 will be added to the Scores and you will need to click Clear All again.

In the Advanced Properties set the Importance Selector to Yes.

In the Advanced Properties set the Importance Selector to Yes.

In the Fields Advanced Properties set the Importance Selector to Yes.

N.B. If the Importance Selector is set to No, nothing will pull through if it is ticked.

N.B. For most Importance Selector Fields, you will not set them to appear on the athlete history page (set default show in tables to false).

N.B. For most Importance Selector Fields, you will not set them to appear on the athlete history page (set default show in tables to false).

N.B. You will also not want this field to be compared to previous data (e.g. to show the history beside it in the Event Form). See the steps below for more details on this.

N.B. You will also not want this field to be compared to previous data (e.g. to show the history beside it in the Event Form). See the steps below for more details on this.

An example of the use of compare to will be shown at the end of this lesson

Add in as many additional fields as you require. Directly underneath each field add in the Tick with the correct options and ensure the name is the same field above

Add in as many additional fields as you require. Directly underneath each field add in the Tick with the correct options and ensure the name is the same field above

The example here shows three fields in this section; a number (#1), a text field (#2) and a dropdown field (#3).

Directly underneath each field there is a Tick field with the correct options.The Tick field name is the same as the field above and it has Important added to it in a common manner.

Once you are confident you have set up the fields correctly, the tick options are correct and the tick advanced properties are set to Importance Summary, go to the Section Properties and set up a 2 column layout (as shown below).

Set the Column to be a 2 column layout (because you have a field and a tick that need to appear on the same line-row)

Set the Column to be a 2 column layout (because you have a field and a tick that need to appear on the same line-row)

#1: Go to the Section Properties

#2: Load the Advanced Properties

#3: Click on Column Layout

#4: Select 2

N.B. You many want to set the Form Layout to horizontal small right aligned label as well so the text size is reduced.

Now Save the Form, Open it, then Preview it and it will be in a 2 column layout. Enter in some data into the fields

Now Save the Form, Open it, then Preview it and it will be in a 2 column layout. Enter in some data into the fields

Tick the importance fields and double check that your fields pull through into the summary fields when ONLY when they are ticked

Tick the importance fields and double check that your fields pull through into the summary fields when ONLY when they are ticked

If you have set it up correctly the fields will show in the important summary field when ticked.

Setting the Event Form's Advanced Properties- Autoshorten: An important part of reducing the clutter on the page is setting the Auto Shorten on the Event Form's Advanced Properties.

Setting the Event Form's Advanced Properties- Autoshorten: An important part of reducing the clutter on the page is setting the Auto Shorten on the Event Form's Advanced Properties.

On the Event Form Advanced Properties (not the Field's advanced properties) change the Autoshorten to your requirements:

Full will remove the names and only show the ticks (as shown in the image in the step 2 steps below)

Shorten will only show the part  of the field that is NOT repeated from the field name, e.g. Important (as shown in the image in the step below)

An example of Shorten for the Autoshorten.

An example of Shorten for the Autoshorten.

An example of Full for the Autoshorten

An example of Full for the Autoshorten

Setting the Event Form's Advanced Properties- Show Last Record

Setting the Event Form's Advanced Properties- Show Last Record

When you enter in data in the actual  system the first time you enter in new data the age will display without any comparison's. However, when you enter in the next record for that athlete it will compare the new result to the previous. When you are using a multiple column layout, this can make the page look ugly (as shown in the image in the step below). You can turn off each of the comparison's settings for EACH field in the form (or just the fields that you do not want the comparison to show for...as discussed above using the Comparisons setting). Or you can turn of the Show Last Record on the Event Form Page Properties (as shown here).

The comparison's has not been turned off for any fields or for the Event Form (Show Last Record) and the autoshorten has not been used

You can see that the Event Form does not look very nice when the second entry is made for an athlete. The comparison to the last record occurs, but it occurs to the right of the field (not on the right of the Event Form) due to the 2 column layout. It is cluttered and the important fields are pushed to the right. To overcome this, you can turn off the comparisons for each field, or set the "Show Last Record" to No.

This image shows the Show Last Record =No. No comparison data appears at all

This image shows the Show Last Record =No. No comparison data appears at all

This image shows that the Show Last Record has been set to Yes, but specific fields have been set not to have the comparison appear

This image shows that the Show Last Record has been set to Yes, but specific fields have been set not to have the comparison appear

All of the importance selector tick fields have had their Advanced Field Properties set from Comparisons=Yes (as discussed earlier) to Comparisons =No. This means no comparison data will be shown.

N.B. Set up the Event Form and the work flow according to how your professional need to access historical data.

One important point is that the Important Summary Field will pull through data from the entire form. It cannot be used more than once in an Event Form (e.g. in each section).

If you have any question about setting up 3 or 4 column layouts, then please post them for this lesson

The next lesson outlines how to create important Summary Fields using dropdown fields and if a specific option is selected it can be automatically included in the summary

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