Field Maps Tasks - Mandatory fields based on task types

Question

Hi All,

So we are implementing Field Maps tasks, and im wondering if there is a way to have based on certain assignment types, additional questions are mandatory to be  answered to progress to a "Completed" status. It maybe something very simple that i have missed.

For example, if a user has been assigned a job related to pothole repair, they must enter additional information such as length, width, depth fields. Where as if a job is not a pothole repair, they are not shown these questions.

Any help would be greatly appreciated.

ChrisDunn1 · Answer

Hi @HellenCross ,

There are a few ways you could achieve this. Using conditional required fields in the form is certainly one of them.

Another option to consider would be to utilize a different tasks layout for each task type. The layout could have feature actions configured to edit the required fields for that type of task, and then the button to complete the task could use conditional visibility and only be shown when all of the required fields are filled out.

Because you can set conditional requirements for fields in the form, along with conditional visibility for groups in the form, and conditional visibility for layouts and feature actions in tasks, there are a lot of permutations that can get your desired behavior, and I would recommend doing a bit of experimenting to see what works best for you and your mobile workers.

I hope that helps!

Chris

GISAdministrator_LMCC · Answer

Thanks Cody, that was what i meant.

Ive attached some Steps incase someone else needs to know.

So step by step

1. Go to form, select the field wishing to make mandatory based on certain job types

2.Under Logic select Required

3. Place arcade expression, the example here is based on either or , and the status must be completed.

4. Go to Tasks

5. Add under the applicable layout a Edit Field Layout element

6.Set it as manual update type

7. Select the field for mobile workers to update manually

6. Set logic for the applicable job types.

Now for the field user they will only see this question if it is meeting the criteria in the form (e.g 2 different road types and status is completed) They will not be able to progress until the additional required details are submitted.

For jobs not meeting that job type, they wont be presented with the additional requirements

Required Field on form.png

expression.png

task settings.png

test3.PNG

test2.PNG

test1.PNG

CodyPatterson · Answer

Hey @HellenCross

You can definitely do this, and I'm going to try my best without pictures since I don't have access to an environment for screenshots anymore :( .

We had a setup, where an locator would choose which locate issue to post to our state 811 system. If the locator chose, for example, a damage, then the required fields would be "Locator Name", "Utility Hit", "Damage Location Address". If they chose a "Locate in Wrong Area" they would get "Locator Name", "New Location" and until they put those in, they would not be able to complete the ticket.

If that is what you're wanting to get at, then I may have an idea!

First, setup your form with all the fields from all selections, then what you can do is for potholes lets say, you can go to the fields length, width, and depth, and on the "Required" section, add an expression where the field where "Pothole Repair" exists, has to be "Pothole Repair", the expression then also goes on the Visible tab, so unless they chose "Pothole Repair" the user wouldn't see it, and couldn't enter information in that field.

Let me know if that's what you were wanting!

Cody