Step-by-Step
1. Login
Login to JET doesn’t require any software installation – you can login to JET with any internet browser
Step 1: Enter the URL address that was setup for your Jet Server to go into the Jet Login Page. In our example, we use our demo website https://demo.jetworkflow.com
Step 2: Key in your login details.
2. Add Form
Create a form, define the fields and it is ready to use immediately. Use drop-down list, calendar dates, and file-upload capability, ability to collect data and import it to any application for further processing.
Step 1: To create new forms, click on the Manage icon on the left side of the screen
| Forms Details | Description |
|---|---|
| Form Name | Name of the form |
| Form Type | Form: Default Form. Filter: Enables the Form to be displayed on the left navigation bar, and allows searches within individual Data entries. Sub Form: Supporting form to further expand records. URL Link: Redirects to external link |
| Filter Field Name | (Viewable only after selecting Filter) Name Display of the filter on left navigation bar |
| Parent Form | (Viewable only after selecting Sub Form) Chooses the form that this sub form will be a part of |
| Form URL | (Viewable only after selecting URL Form) URL of the form |
| App name | Name of the group that this form belongs to |
| Column mode | Choices of 1. Single Column 2. 2 Column (Vertical) 3. 2 Column (Horizontal) |
| Form Icon | Allows the user to customize the form icon by choosing from existing list or uploading their own icon |
| Form Description | This will serve as a description of what this form is about |
| Form Permissions | Selects the permission groups that would be allowed to see this form |
| Record Accessibility | Public Access: Everyone can see all the records in the form Owner Access: Only the submitter can see his own records. Owner Group Access: Only the users belonging to the permission group can see the record. |
Note: You can change the form type which will reveal various field options described on the right.
2. Add Field.
Step 1: Once the Form is created, click on the form itself and then click on Field Mapping.
Step 3: Field Details will be shown, fill in the field and click on Save.
I. Field Name: A name identifying the column in a database record.
II. Field Label: A descriptive word or phrase for a field in a record, such as ‘surname’, ‘postcode’, etc.
III. Tips: This will show a description of what this field does.
IV. Field Order: Determines the order in which the field will appear in the form.
V. Field Types: Each field type has each use. (The table on the left is to show the description of each field type)
VI. Required: Check the checkbox for requirement of input for the field.
VII. Read Only: Check the checkbox to make this field read only.
VIII. Allow Multiedit: Allows user to edit the same field on multiple records at once.
IX. Unique Value: Check the checkbox to ensure the values are unique within the records.
X. Allow Duplicate Value: Check the checkbox to give you the option to keep the value even if the value is not unique, but VIII must be checked.
XI. Field Masking: Depicts a format the user has to follow to input value (for text field type only)
XII. Min Length: The minimum amount of characters to put in the field.
XIII. Max Length: The maximum amount of characters to put in the field.
XI. Field Permissions: Choose the permission group that is allowed to access this field.
NOTE: You can drag the row of field name to arrange the order.
Please go to Field Types to see the list of field types.
Step 4: Go back to the main page, you will see the form that you created. Click the new form created. (Can click on the Back button until you reach the home page.)
4. Login to mobile app.
Step 2: The forms that you created on the website will be shown in the mobile app.
