Give a code to each item of your list or to each choice field.
The Code List allows you to change the name of a particular item when your export your form. Meaning that while filling the form in the field, the mobile worker will see the name of an item, and when the form will be exported a different name or reference will appear.
Comment: If the items of your list are not a single word but several words, such as “Tourist airplane”, it is important to define a Code to be able to use certain item tags in your customized Word/PDF or Excel/PDF.
It is by far the best option if you want to create a long list. For more details on how to proceed, read this tutorial.
The text in grey in the picture above is called ‘Code‘. It is the text that will appear on your report. When you type “:” after a group of words, it will automatically convert this text in code. The text in black after the “:” is the name of your item, the one that the mobile user will see when filling the digital form.
Comment : The ‘Code’ doesn’t appear on the mobile device when filling the form from your mobile device.
Tip: Instead of selecting your list in the scroll bar, you can also type it or paste it directly into the ‘List items’ box:
Don’t forget to confirm your those changes and save your form.
Let’s take the example of a sale representative that fill the form on the field, right after visiting a client. He wants to send by e-mail a quote or a presentation of his products to the client. He will create a contact list with the e-mail adresses of each one of his clients.
He will use a code list. The code being in this case the e-mail address and the item being the name of the company the client work for. When filling the form on his phone, the sale representative will only see the company name. When the PDF report will be sent, the e-mail address will appear instead of the company name.
Meaning that if during the input on your mobile device, you select ‘Todd KLEIN’ in the List field named ‘Who should you contact’, an e-mail will automatically be sent at email@example.com.
You can customize the content of your e-mail that will be sent to this client by going to the Content tab.
To learn more on how to send customized e-mails after filling a form, don’t hesitate to read this tutorial.
You can combine the Code list with:
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