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Create Task Fields

Task Fields are used to build a questionnaire web form. Each can be set to one of many different types and each type will appear as a different kind of widget when rendered into the web form.

Completing a Task for a Location requires visiting that Location's page and "performing" the Task by filling out the web form and submitting it.

Permissions

Your project role must have the Role::Tasks/TaskFields::Create permission enabled in order to perform this operation.

  1. Navigate to your project's Task Fields page:
  • In the sidebar navigation, select your project
  • Expand the Admin navigation list
  • Click on Task Fields
  • From the Deploy homepage, click on the Dashboard button for your project
  • In the top corner of the project card , click on the gear icon button to drop down the Admin Menu
  • Click the Task Fields option
  1. In the corner of the Task Fields card , click on the New Task Field button
  2. Give your Task Field a Label (i.e., Rack Count)
  3. In the Type field, select the Number type
  4. Enable the Required option
  5. In the Help Text field, add a helpful note like "Number of racks in the room"
  6. Leave all other fields blank
  7. Click the Submit button

Once submitted, you will be taken to the view page for this new Task Field. Here, you can see the settings and a preview of the field.

Build More Task Fields

Build three more Task Fields using this process, but use different values.

Below are some examples you can use:

Label Type Required Help Text
208v Power Exists Explicit Boolean Required Is 208 volt power present in the room?
Rack Type Select Required What type are the racks?
Notes Text Area Not Required Any other notes about the IDF

Review the Web Form

  1. Navigate to view the Task you created on previous page of this guide
  • In the sidebar navigation, select your project
  • Expand the Admin navigation list
  • Click on Tasks
  • From the Deploy homepage, click on the Dashboard button for your project
  • In the top corner of the project card , click on the gear icon button to drop down the Admin Menu
  • Click the Tasks option
  1. Click on the name of the Task in the table to view its details page
  2. In the details page, expand the Task Preview section in the Details card

Here you can see the rendered web form as it will appear when it gets filled out for a Location

Edit a Task Field's Settings

If you test out the drop-down (Select) field which was created (named "Rack Type" in the examples), it may have default options which don't make sense (i.e., "One", "Two", and "Three").

We can easily adjust those options:

  1. Scroll down to the Task Fields card in this page
  2. Click the pencil icon for the field we want to change
  3. In the Select Settings area, adjust the Choices
    • Change "One", "Two", "Three"
    • And make them "2-post", "4-post", and "Wall-mount"
  4. Scroll up and click the Submit button

Once submitted, you should be taken back to the Task detail page where you can preview the modified web form and see the changed field options.