Dynamic Application Platform (DAP) - Frequently Asked Questions

Frequently Asked Questions

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What is DAP? DAP, short for Dynamic Application Platform, allows our customers to use custom built forms to capture pertinent industry specific data. The robust platform supports complete customization in managing Form Access, Form Creation and associated List Views based on the applicable permissions.

How do I create a new form? Users with the applicable Form Creation can create forms from the DAP Home page by selecting the "Create Form" Button located on the top right section of the screen

How do I modify an existing form? To modify an existing form, users must first have the permission to edit that form in the "Form Designer". To access the Form Designer, Select the Ellipsis on the Form Card on the Home Page and then Select the option for "Modify"

How do I share an existing form? To Share an existing form users must first have Form Share permissions. Forms can be shared from within the Form Builder by users who have the permission to Modify or Create forms. To Share a form from the Form Builder, Select the Form Properties and then the Share Option. Forms can also be shared from the Home Page. See associated FAQ.

What are the form sharing options? Forms can be shared by selecting the Location(s) at which the form will be made available. By Selecting the User(s) who will be able to access the form as well as selecting which Role(s) will be able to access the form. Form can be shared by a single option or any combination of the previously stated options.

How do I delete an existing form? Forms can only be deleted by users with the permission to Delete the selected Form(s). Forms can be deleted by selecting the Ellipsis on the Home page on the Form card and then selecting the "Delete" option from the menu.

Why can’t I see a particular form? Forms are only visible to users who have been given some level of Share access to the form, this can include but is not limited to the option to "View" the form.

Why can’t I create a new record within a “Level” scope? New form records cannot be created at a level because data must first be associated with a specific location and then rolled up to the applicable Level(s).

How do I copy an existing form? The option to copy forms is not avialable as part of this version of DAP but has been slated for future development.

What happens to the data of a form after it has been deleted? If a form has been deleted any associated data will be deleted along with the form including all views.

How do I complete a form? To complete a form users must first have the create data permission for the selected form. On the Home Page there will be a selectable "Complete Form" button that will allow for a new record to be created.

I can’t complete a form. I see a red icon and the button is grayed out. Why? If the complete form button is not enabled then this means permission to add form data has not been granted ot the user.

Why can’t I preview a particular document? Document Preview feature for a selected attachment is only available for supported file types within our system. This includes but is not limited to .PDF, .jpeg, .png, .mp4

What is a Public view and How do I create one? A public View is a view that is accessible by all users with View Permission for the associated From. To Create a Public view select the "Public View" Check box on the applicable View within the List View screen.

How do I create a new view? To Create a new View Users can either select the "Save As" option within an existing view or from the List View drop down menu, select the option for "Create New View"

How can I sort data in a View? Data within each column of a view can be sorted Ascending, Decending or as entered. Only one column of an overall view can be used to sort the available data.

How can I filter data in a View? Data within each View can be Filtered by selecting the Filter button in the top right of the List View Page. Multiple filters can be applied to any view based on the columns selected from the available list of fields.

What are some of the filter options available? Data within the List View can be Filtered based on the data type for each column. i.e Date fields can be filtered base don greater than, Less than, after, etc. Text fields can be filtered based on values contained within the field.

How do I preview an applied filter? The option to Preview an applied filter is avaiable in all views accessible by the user except the Default View of the form. To Preview a Filter users can select the "Apply"' button within the Filter Screen of the List View.

How do I share a form? To Share an existing form users must first have Form Share permissions. Forms can be Shared from the Home Page by selecting the Ellipsis on the Form card and then selecting the "Share" option from the menu. Forms can also be shared within the Form Builder. See associated FAQ.

How do I see who a form has been shared with? To see who a form has been shared with, users must have access to the form builder. Within the Form Builder Users can see the Share details on the Form Properties tab.

How do I edit who a form has been shared with? To edit who a form has been shared with, users must have access to the form builder with the applicable form create or modify permissions. Within the Form Builder Users can see the Share details on the Form Properties tab. Select the associated share for editing and update the details as needed.

What are Form Actions? Form actions are the business rules and associated behaviors for a form. The Actions are a result of a "Conditon" that was established within the Form Builder.

How can form actions be used? Form Actions can be used to drive the behavior of Components (Fields or Sections) within a form. For example users can set a condition to hide a field based on the response to another field on the form.

How do I create / modify form Actions? To edit form Actions, users must have access to the form builder. Within the Form Builder Users can see the Action details on the Form Properties tab. Select the associated Action for editing and update the details as needed.

What are Data Sources? Data Sources are either System supported or Custom created lookup values used to poplulate certain fields like Drop Down List or Auto Complete List

How do you add / modify Data Sources? Only Custom Data Sources can be modified. To Add a Data Source Users must select the option for the associated field to "Use Custom Data Source". After Selecting to "Add Options" to the Data Soure users can either manually enter, or upload via an excel or .txt. file, values to be used within the list.

Can you Deactivate a Data Source? A data Source cannot be deactivated. However, within the Form Builder, values from a Custom Data Soruces can be inactivated from future use.

Can you sort a Data Source? Custom Data Source values can be sorted during creation or modification of the Data Source. The values will be presented as entered (sorted) or they can be sorted and displayed in Ascending or Descending order. All system provided Data Sources will automatically be sorted Alphabetically in Ascending order.

What features are available on the mobile version of DAP? DAP Mobile Allows users to see the list of forms made available to them as well as add and view data for those forms, based on the associated permissions.

How do I access a mobile version of my form? To access the mobile version of your form. Download the DAP Mobile APP, then enter your customer specific Access code and Log in Details. (TBD)

Where do my action items go? Action Items created as part of a form in DAP are avaiable for Closure / Completion in the Calendar module. Once the Action Items have been Closed / Completed, the details will also be visible within the corresponding DAP form.