Template editor

The Template Editor is used to control layout, set symbology, and define behaviors for a template (e.g., rules). Use the Template dropdown at the top to select the desired template to customize. The template will always start as a default representation of the Esri ArcGIS schema - it is not necessary to open the Template Editor in order to publish a project. Once published, a template cannot be changed.

Settings and behavior

The left-hand side of the window contains controls for basic template properties and settings. It is also where you add new groups, new pages, and define rules. In general (e.g., outside of symbology), settings are automatically stored when switching between templates and/or when closing the window.

If you have previously saved a template for the exact same ArcGIS layer, you can load it here using the Load from library link text. This will replace the current template definition for the layer.

Template - Preview fields (and symbology)

Preview fields control what values are shown when viewing the form in the map in TerraFlex, and what fields can be used to label points in the map. To change the Preview fields click the drop-down arrow next to a preview field or tap the Image icon and select a different field from the list (available if layer is enabled for attachments in ArcGIS).

Symbology controls how forms display on the map in Map Viewer, as well as in TerraFlex in the Home screen template buttons, the Form list, the filter list, and the Map view. Options differ between point, line, and polygon geometry types with initial colors and transparency set based on the ArcGIS layer properties where possible (basic symbology only). Colors can be customized using a color picker. To change the symbol for a template, click the symbol next to the Preview fields drop-downs.

For a Point geometry template:
1. Select the Symbol type; there are three options of symbols for point geometry templates - Geometric, Feature, or Customizable.
2. The Customizable option enables you to enter a label (maximum two characters) to display in the selected shape (square, circle, or octagon) that helps you to identify the asset being mapped. For example, use WP for Water Pump, or MH for Manhole; this is a useful option for assets that may not have a geometric or feature styled symbol that works well for them.
3. Select the required Shape.
4. If you selected Customizable, enter a Text label (maximum two characters) to display in the selected shape.
5. Select the Fill color and Outline color.
  
  NOTE – For the Customizable option, there is no Fill color option.
For a Line geometry template:
1. Select the Line style - Solid, Dashed, or Dotted.
2. Select the Line color.
For an Area geometry template:
1. Select the Line style for the area - Solid, Dashed, or Dotted.
2. Select the Line color and the Fill color.
3. Set the Opacity as needed between 0% (no fill) and 100%.

When done, click Save.

Template - Settings

Position averaging settings provide QA/QC options for how form geometries are collected.
- The Number of positions tells TerraFlex how many positions should be logged for a point/vertex based on whether the project uses real-time corrections only or real-time + Offline GNSS Corrections. This setting is global and controlled in Managing and understanding settings.
- Allow digitized position. To make sure that field workers always capture GNSS positions for a feature they are collecting in the field rather than digitizing the position, you can disable this option.
- To make sure that field workers always record positions for a feature they are collecting in the field, select the Form geometry must be captured check box.
- To set an accuracy threshold for the collected positions:
  1. Select the Enable Accuracy-Based Logging check box.
  2. Enter the required Accuracy threshold. TerraFlex will only log positions for the feature when the estimated accuracy is less than this value.
  3. To allow the required accuracy setting to be overridden by the field worker in TerraFlex, select the Allow accuracy override check box.
Logging behavior controls when form geometry is collected when starting a form in TerraFlex.
- Log position automatically to start collecting GNSS positions immediately as you start a feature.
- Log position manually to start a feature, enter attributes, then collect GNSS positions later.
Repeating fields controls the behavior of fields marked as repeating in subsequent form creation.
- To repeat the last used values in the next instance of the form without any action from the user, select the Repeat automatically option.
- To ask the user if the last used values should be repeated, select the Ask for user confirmation option.

Fields

To add a new group to the template layout, provide a name and use the Click to add group named link text. New groups will get added at the bottom of the field list at right and cannot be moved up. To affect placement of a group within a template or page, move other items into it and/or below it.
To add a new page to the template layout, provide a name and use the Click to add page named link text. New pages will get added at the bottom of the field list at right and cannot be moved up. To affect placement of a page within a template, move other items into it and/or below it.
If the ArcGIS layer has been enabled for attachments, multiple image (or signature) fields are supported - all collected images will get stored as attachments with the name of the attachment derived from the field through which it was collected. To add a new image field to the template layout, provide a name and use the Click to add an image field named link text. New image fields will get added at the bottom of the field list at right and can be dragged up or down, including into groups and pages.

Rules

Use the Rules section to control whether a field appears in the form, based on the value selected for another field. Rules make forms simpler and faster to fill out in the TerraFlex app because fields that are not relevant to the particular asset are not shown.

For example, let's say your form template includes two fields, named Maintenance required and Work needed. You can create a rule so that the Work needed field appears on the form only if Yes is selected in the Maintenance required field.

For more complex rules, you can select more than one condition field and specify the condition for each field. You can also select more than one target field, to enable or disable any of those fields when the condition or conditions are met.

To add a rule, click the Add rule link text. The Create Attribute Rule window will open.
1. Build the rule by selecting the Operand (enabled if >1 condition), Field name, and Condition option from the drop-downs. If you selected any option except Is answered, then select the choice or enter the value required for the condition to be met. For the example above, you would select the Is yes option. The available Condition options vary different depending on the Field type.
2. Use the checkmark icon to accept the rule condition or the cancel icon to discard it. Once accepted, the condition is visible in the If conditions are satisfied text area.
3. To set the target field, locate the drop downs in the Then section and set the State (Enable or Disable) and the target Field name.
4. Click Save to store the rule and confirm that it is displayed in the Rules section on the main Template Editor window.
To add another rule, click the Add rule link text.
To delete an existing rule, click the trashcan icon next to it.

Template - Field List

The right-hand side of the window contains the layout of the template - fields, groups, and pages. Icons on the left represent the field type while icons on the right indicate edit-ability (pencil icon), delete-ability (trashcan icon), repeating (arrowed rectangle), or required (asterisk). Where possible, icons matching the Connect Map Viewer have been used.

Layout

To change the order of fields, click and drag the row up or down.
To move a field into (or to the bottom of) a group or page, click and drag the row onto the bar at the bottom of the group or page - release the mouse click when the bar turns yellow.
To affect placement of a page or group within a template, move other items into it and/or below it.

Fields

While most template schema is driven by the source ArcGIS schema, there are a few changes that can be made here. The general rule is that a template can enforce additional data constraints and not less.

Click the pencil icon to edit an existing field. Editable options in the attribute window that opens include:

For all fields:

Change the Display name of the field.
Set Required field and Repeat field properties (image fields cannot be repeating).

For text fields:

Choose to Populate with a barcode scanner.
Set a lower Maximum length than what is allowed on the ArcGIS side.
Set the Default text. If the field already has a default value in the ArcGIS side, it will be noted here.

For number fields:

Change Populate as between Manual entry, Length, and Angle. If Length, set the Unit.
Set the Default value. If the field already has a default value in the ArcGIS side, it will be noted here.
Set the Decimal places.
Change the Range (min/max) allowed. If the field is backed by an ArcGIS range domain, only a more restrictive range can be set on the template.

For choice fields (backed by ArcGIS coded value domains):

Re-order the Choice options by selecting them and using the up/down icon buttons.
Toggle the visibility of a choice option by selecting it and using the minus icon button.
Setting a default choice option by selecting it and using the checkbox icon button. If the field already has a default value in the ArcGIS side, it will be noted here.

For yes/no fields:

Set a Default option. If the field already has a default value in the ArcGIS side, it will be noted here.

For date fields:

Set a Default date with a date picker or use the checkbox to Default to current date. If the field already has a default value in the ArcGIS side, it will be noted here.
Change the Date range (min/max) allowed. If the field is backed by an ArcGIS range domain, only a more restrictive range can be set on the template.

For image fields:

Change the type to Collect signature.
Set Allow multiple images (default).

Click Save to apply any changes to the template field.

No changes can be made to auto fields and sensor workflow fields at this step.

To delete a field that is not required on the ArcGIS side, click the trashcan icon.

To rename a group or page, click the pencil icon in the row and set New name then click Save.

To delete a group or page, click the trashcan icon in the row. Any content on a deleted group or page will move to the parent page.