Create a form

Create a new form With COREDINATE you can easily create a new form in the following steps

1. First open the entry Flexible Forms in the main menu of the portal.
   
   
   
   
2. A list of all the forms you have created so far opens. If you have not yet created a form, the list is of course empty. You can create a new form by clicking on in the top right-hand corner. Afterwards you assign a name to your form.
3. Now you see the General – view of the form. Here you can enter an optional description for the form and determine whether form data that has already been entered may be transferred to the new form.
   
   
   
   
4. By clicking on , you can also create informal forms by clicking on Add first data field +.
   
   
   
   
5. In the pop-up window that opens, give the form field a name, specify the data type, decide whether it is a required field and optionally enter a description. You also have the option of deciding whether this form field can be used in other forms.
   
   
   
   
6. If you click on "Add", you will see the list of the data fields already created and how they are created
   
   
   
   
7. To create another data field, please click on the symbol below the created data field and you will get another popup window in which you can create name, data type, mandatory field etc.
   
   
   
   
   
8. You can also copy existing data fields into your form by clicking on this icon, a list of already created form fields will be displayed from which you can select one or more fields
9. As soon as you have made your selection, click on Add at the bottom right and the selected form fields are added to the list.
   
   Please note that you cannot change the data type (text, number, date, signature etc.) in the data field once you have created it.
10. If you want to change the order of the fields, simply click on Edit order on the left above the list. By clicking and holding, the fields can be moved up or down.
    
    
    
    
11. After successful modification, simply click on the green button Save order, the list is now displayed updated, as shown in the following picture.
    
    
    
    

Output with output form

You have the option of designing a form in the same way as you already use it in your company. One of the advantages is that your employees no longer have to use pen and paper when they are on the road, but can do everything centrally with one end device.

Apart from the fact that these are no longer filled in by hand but in typewriting, there are no other visual differences to your previous documents. To do this, you must convert your existing paper form into an image file. This image must be in DIN A4 format and may not exceed 1 (one) megabyte.

Please click on the Output tab:

Then click on the green field + Create output, the following view appears:

To load a background image for the output, please click on Background and then on Upload an image as background for the current page, a popup appears:

Click on the grey Select or drop into field and an Explorer window of your computer will open where you can select the background image you want. You can also use Drag & Drop to drag an image directly into the grey box. In both cases, you will receive a small preview. By clicking OK, the image is now used as the background and is also displayed directly.

On this screen you now place the required data fields, as shown in the following screen. 

This field can then be dragged to the desired size and placed in the appropriate position.

To the right of the output template you will find the settings for the data fields. Each field can be formatted individually. Just click on the desired field and the current values of the data fields will be displayed. In the following picture we explain briefly the functions:

In addition, you can hold down the mouse and use this frame in the PDF preview on the left to select several fields at the same time, which you can then edit together.

Click on the pencil icon to edit form fields afterwards. 

To resize the individual data fields, drag them to the desired length/height by clicking and holding the field in the corner or at the edge and then drag them to the desired size. 

The following table explains which fields are intended for what:

Here you select the fields that have certain preassigned functions. These functions are filled in automatically by the system according to your specifications
	Letters as well as numbers can be entered in this field
	This is for plain text, which can also be multiline
	This field only allows numeric inputThe app only shows a numeric field
	This field is for "Either - Or" informationIf individual fields only need to be ticked.
	Several fields are selectable hereIf several fields must be selected
	You can enter a date of your choiceIn the app, the selection is displayed as a calendar
	The time can be chosen freelyIn the app only one time is offered for selection
	This field is used to digitize the signature of employees or e.g. customers or authorized users. The app is signed with the finger on the display.
	The possibility to embed an image from the gallery or directly via the camera into the form
	A list of already created data fields is opened in the portal, from which existing data fields can be transferred to the output so that you do not have to create all data fields individually and anew.

Everything you create is automatically saved. There is no need to save the form manually.