Introducing NGauge Forms

Infoveave’s NGauge Forms module provides a streamlined approach to data collection and workflow automation. It empowers users to create customized, web-based forms for various data entry needs, eliminating the inefficiencies of manual processes and paper-based systems.

With NGauge Forms, you can easily design forms tailored to specific requirements, incorporating various field types, validation rules, and conditional logic. This ensures data accuracy and consistency from the point of entry. The intuitive drag-and-drop interface makes form creation accessible to users of all technical skill levels.

Data collected through Ngauge Forms seamlessly integrates with other Infoveave modules, enabling real-time analysis and reporting. You can trigger automated workflows based on form submissions, routing information to the appropriate stakeholders and streamlining processes. This integration reduces manual effort, accelerates decision-making, and improves overall operational efficiency. Ngauge Forms is a powerful tool for organizations seeking to digitize their data collection processes and optimize workflows across various departments.

Steps to Create an NGauge Form

Creating NGauge Form

Efficiently update your data entries individually or in bulk by selecting the necessary Datasource. This process initiates the direct modification of master data in Infoveave, providing flexibility and precision in data updates.

1. To create NGauge form in Infoveave over an existing Datasource, click on Studio NGauge Forms. All NGauge Forms, created by you or shared with you will be displayed under the tabs My NGauge Forms and Shared NGauge Forms respectively.
2. To build a fresh form, click on New NGauge Form.
3. Select the Datasource you want to use from the drop-down, Table and Primary Key will be auto selected.
4. Click on the Add button to start configuring the NGauge Form.

Configuring NGauge Form

Configure the NGauge form in Infoveave for efficient and personalized data interaction, tailoring its functionality to meet specific data management needs.

1. Provide a name and description for the NGauge form.
2. Upon form submission, select the screen to navigate to—either the List screen or the Add screen.
3. Choose an icon to represent the NGauge form.
4. Check the Use advanced filters checkbox if you want to enable advanced options. For this you need to check the Search checkbox.
5. Check the Load Only When Filters Applied checkbox if you want to load data only when filters are applied. To use this feature you need to check Use advanced filters checkbox also. Useful for improving performance when dealing with large datasets.
6. Under View option you can add a new view.
7. Choose the workflow from the dropdown list under Automation and click Add to include them in the NGauge form.
8. In case you have deleted any column from the datasource and you want to sync it in your NGauge form also click on Synchronize with datasource.
9. Under Form configuration tab select the row editor type from the available options of New Screen and Pop-up. It helps to decide the way new rows can be added to the Datasource.
10. Click on Permissions to define the NGauge default permissions.
11. Check the necessary options you want to offer in the NGauge form.
    • Add Check this option to enable users to add new entries to the NGauge form.
    • Edit Check this option to allow users to edit existing entries within the NGauge form.
    • Delete Enable this option to permit users to delete individual entries from the form.
    • Delete All By selecting this option, users gain the ability to delete all entries present in the NGauge form.
    • Download Activate this option to provide users with the capability to download associated data or reports.
    • Data Upload Select this option to enable users to upload data into the NGauge form from external sources.
    • Save Check this option to grant users the ability to submit the form data for further processing.
    • Make form readonly Check this option if you want to make the form read-only, restricting user editing.
12. Click Save to save the default permissions.

Note

• Those actions you define under the Actions section will only be available in the NGauge List View.
• It is important to save your NGauge form after any updates / edits as changes are not saved automatically.

Customizing NGauge Form Layout

Customize the NGauge form layout for creating a user-centric, efficient, and adaptable last mile form that enhances data management, reporting, and overall productivity.

To customize the NGauge form in Infoveave, follow these steps

1. Click on the Customize button on the required NGauge form to access the NGauge designer.In the designer, you will find all the selected columns arranged as a grid.
2. Look for desired component (Icon, Shape, Image, Text, Child Form) in the component library.
3. Drag and drop these elements onto the canvas.
4. Click and drag components to the desired location.
5. Pick the component you want to resize.
6. Click and drag small circles around the edges or corners of the element to resize it.
7. To delete a component, select it on the Designer canvas and click the Delete option.
8. Use the Save option to preserve your work, ensuring easy access and future edits.

Note

• The configure option is available only for Child Forms.
• To add a Child NGauge when customizing the layout, you must setup the NGauge from beforehand and define the key column.

Creating Child NGauge Forms

Child NGauge forms are NGauge form linked to a parent NGauge form, based on a parent-child relationship.

Here are the steps to configure the child NGauge form in Infoveave.

1. Create an NGauge from (parent form) with the master Datasource in Infoveave.
2. Identify and assign a field as a key column in the parent NGauge form, when configuring the parent NGauge from.This identifier can be unique field associated with the parent form.The assigned key column links the parent from to the child form.
3. Create an another NGauge from (child form) using the Child Datasource (Datasource contributing to the master Datasource) in Infoveave.
4. Identify and assign a field as the same key column as in the parent NGauge form.
5. Click on Customize icon on the parent NGauge from.
6. Drag and drop the Child Form component from the Component panel.
7. From the Configuration Panel, select the associated child form from the drop down.
8. Click on Save to add the Child form to the parent form.

Note

• Child NGauge form supports both manual data entry and automated data entry through bar code scanner.
• Child NGauge from supports auto save on each data entry.
• Child form widget is an editable table that support data entry.

Adding Data

Add data to the NGauge form to the continuous enrichment and relevance of your datasets. This ensures real-time updates, allowing for accurate analysis, reporting, and informed decision-making.

To add data in the NGauge form, follow these steps

1. Click on the Add button.
2. Begin by entering the required data in the designated fields. You can enter the required value in your key column field to automatically fill your child form.
3. You can also edit and delete your child form data.
4. Click on Save to save the changes.

Note

Optionally, if applicable, you can use a barcode reader to streamline the data entry process. This is particularly useful for efficiently capturing and entering data into the Child form.