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Creating Tags

Learn more about how to create the perfect tag for your needs.

Overview

Tags are the essence of Template Mobilizer. Placing some well structured tags in your current templates, will mean Template Mobilizer can make your report creation quicker, easier and more consistent.

From reading this page, we hope you will understand the structure required for tags, as well as the optimal tags required for your data collection.

 

 

Tag StructureTag Builder

Each tag must be in curly brackets { }

Each tag is broken down into elements separated by semi-colons ;

Each element has both a name and data separated by a colon :

{name:data ; name:data ; name:data}

A short text input tag looks like:

{type:short text ; label:My Short Text ; capitals:all}

Conditions:

  • Every tag must have a type and label element
  • Note:  in the above example element names “type” and “capitals” require predefined data whereas the element name “label” requires any text that will help the user to input the correct information.
  • All labels must be unique, within any given data group (defined next).

A full list of tags with associated field options can be found in the All Tags for Reference.docx or use the Tag Builder, within Template Mobilizer, as a guide to creating the tag you need.

Alternatively we offer a service to Mobilizer your templates. If you want to find out more, please contact Sales@TemplateMobilizer.com.

Datagroupdatagroup

Datagroup is  a unique way to combine data entry that is similar. For example, data and images that are associated with the kitchen can be combined with the element “datagroup : Kitchen” added to every tag associated with the kitchen.

Datagroup is a element within the tag, which enables data input to be collated together. Use exactly the same data group name for all data input items you wish to be together, e.g.

{type:option ; label:Bath Condition ; optionlabels:Good/Average/Poor ; datagroup : Bathroom}

{type:option ; label:Sink Condition ; optionlabels:Good/Average/Poor ; datagroup:Bathroom}

{type:option ; label:Floor Condition ; optionlabels:Good/Average/Poor ; datagroup:Bathroom}

The datagroup options will be displayed shown in the example.

Selecting the datagroup within Template Mobilizer will display all data input fields assigned to the datagroup.

type:

  • short text
  • long text
  • image
  • option
  • list
  • select
  • tickboxes
  • integer
  • number
  • shared
  • equalto
  • date
  • time

type:short text

short text is a one line text input box. Use this for short data, such as Customer First Name, Image Title etc.

The tag should be added in your document at the point you want the data to be added. Make the whole tag the colour and style you wish the data to have. This will mean the data will be added just as you need.

{type:short text ; label:Customer Name}

This tag will display in the app as below. In the final version of the document, the value from the textbox will be added in place of the tag.

Short Text

type:long text

long text is for longer paragraphs that you want to add, such as describing the problem you see or details of the job. The text inserted here can be as long as you need.

{type:long text ; label:Description of Problem}

This tag will display in the app as below. In the final version of the document, the value from the textfield will be added in place of the tag.

Long Text

type:image

Images are easily added to the document from the app. This is one of the most powerful and time saving features of this app.

Simply add the type and unique label with an example square image, ensuring the end brace is after the image, as shown below:

{type:image ; label:Image To Add ; sharkhouse}

type:option

option, is a great way to limit the choices for the user to quickly input the information that is needed. Option is broken down into two parts: the labels that will be displayed for the user to select and the details that will be added to the document depending on the option selected. This input method is perfect for when only specific text is wanted in the document.

{type:option ; label:Roof Type ; optionlabels:One/Two/Three ; optiondetails:One/Two/Three}

Note: the tag can be created without option details. For example:

{type:option ; label:Roof Type ; optionlabels:One/Two/Three}

Option can also be used to input different sentences like in the example below:

{type:option ; label:Garden Type ; optionlabels:Grass/Paved/None ; optiondetails:The garden is laid to grass./The garden is paved./The property has no garden.}

This tag will display in the app as below. In the final version of the document, the value from the option details will be added in place of the tag.

Option

type:list

list, is a great way to limit the choices for the user to quickly input the information that is needed. This input method is perfect for when only specific text is wanted in the document.

{type:list ; label:Door Type ; listlabels:One/Two/Three}

This tag will display in the app as below. In the final version of the document, the value from the list will be added in place of the tag.

List

type:select

select is an easy way for the user to select the data that is needed in the report, along with the report displaying all options, indicating the one that is selected.

{type:select ; label:Bedroom Condition ; selectlabels:Good/Average/Poor}

This tag will display in the app as below. In the final version of the document, all labels will be shown, with indication of the selected label.

Select

type:tickboxes

tickboxes is an easy way for the user to multi-select the data that is needed in the report, along with the report displaying all options, indicating which are selected.

{type:tickboxes ; label:Kitchen Appliances ; ticklabels:Oven/Washing Machine/Dishwasher/Hob/Extractor Fan/Fridge/Freezer}

This tag will display in the app as below. In the final version of the document, all labels will be shown, with indication of the selected labels.

tickboxes

type:integer

integer will be shown in a short textbox similar to Short Text. However, the number pad will open when the textbox is selected to be edited. This is to help the user add the required data as easily as possible.

{type:integer ; label:House Number}

This tag will display in the app as below. In the final version of the document, the value from the textbox will be added in place of the tag.

Integer

type:number

number will be shown in a short textbox similar to Short Text. However, the number pad will open when the textbox is selected. This is to help the user add the required data as easily as possible. This is very similar to Integer, however, it can include decimal places. For more details refer to the Error Checking section.

{type:number ; label:Garden Length in Meters}

This tag will display in the app as below. In the final version of the document, the value from the textbox will be added in place of the tag.

Number

type:shared

Template Mobilizer gives you the ability to have multiple templates, and therefore multiple documents per Job. If there is a need for more than one document per Job, we have provided a way to enter specific data just once for several documents. For example:

{type:shared ; label:Customer Name}

There are a number of shared fields in this section, not all of which need to be used. Simply add these in the label element of a shared tag type as above. Find the list of common elements below:

Customer Name
Customer Company
My Name (Remembered from last time saved, editable)
Customer Address1
Customer Address2
Customer Town
Customer Postcode
Your Ref
Our Ref
Date (set at time document created, editable)
Time (set at time document created, editable)

type:equalto

If you need the same data more than once in the document, don’t worry you do not need to input this more than once. There is a simple tag to use, example below:

{type:equalto ; label:Customer Name}

Simply put the type as “equalto”, along with the exact label and data group of the data you want to repeat in the document.

type:date

date is set as the date the document is created. This can be edited by the app user.

{type:date ; label:Survey Date}

Date

type:time

time is set as the date the document is created. This can be edited by the app user.

{type:time ; label:Survey Time}

Time

Optional Elements

The Inserting Tags section described the minimum elements per tag, in order to get started. This section describes more detailed elements to allow further customisation. These elements can be added in tags separated by semi-colons, e.g. {type:shortText ; label:Customer Reference ; capitals:all}.

  • short text
  • long text
  • option
  • list
  • select
  • tickboxes
  • integer
  • number

capitals:all
(sets all letters to capitals when adding text to the textbox)

capitals:sentences
(every first letter of a sentence is a capital letter)

default:<default value>
(add default value for the element data)

capitals:all
(sets all letters to capitals when adding text to the textbox)

capitals:words
(every first letter of a word is a capital letter)

default:<default value>
(add default value for the element data)

optiondetails:<value>/<value>
(As described above, if optiondetails” is omitted, then the selected optionlabels will be used)

default:<default value>
(add default value for the element data)

default:<default value>
(add default value for the element data)

default:<default value>
(add default value for the element data)

default:<default value>

default:<default value>/<default value>/<default value>

(add default value(s) for the element data)

default:<default value>
(add default value for the element data)

default:<default value>
(add default value for the element data)

Error Checking

This section describes the optional elements that can be added to the specific tag types, to ensure the data collected is as expected and that nothing mandatory is missed.

Error checking is a powerful tool when gathering data on the road, ensuring that no data is missed and that the data entered is as expected. The elements need to be added in the tags separated by semi-colons, e.g. {type:short text ; label:Customer Reference ; mandatory:yes}.

If there is an error the label or datagroup will be shown in red, changing to blue when the data has been added correctly.

A list of all errors will be shown before the document is viewed.

  • short text
  • long text
  • image
  • option
  • list
  • select
  • tickboxes
  • integer
  • number

mandatory:yes
(mandatory text to be added, error will be raised if blank)

mandatory:yes
(mandatory text to be added, error will be raised if blank)

mandatory:yes
(mandatory image to be added, error will be raised if no image is added)

mandatory:yes
(mandatory option to be selected, error will be raised if nothing is selected)

mandatory:yes
(mandatory option to be selected, error will be raised if nothing is selected)

mandatory:yes
(mandatory option to be selected, error will be raised if nothing is selected)

mandatory:yes
(mandatory option to be selected, error will be raised if nothing is selected)

mandatory:yes
(mandatory integer to be added, error will be raised if blank)

minimum:<integer>
(error will be raised if lower than the minimum)

maximum:<integer>
(error will be raised if higher than the maximum)

mandatory:yes
(mandatory number to be added, error will be raised if blank)

minimum:<number>
(error will be raised if lower than the minimum)

maximum:<number>
(error will be raised if higher than the maximum)

decimal places:<integer>
(error will be raised if the number of decimal places is not as required)

Formatting

Formatting your data is easy. Simply format the tag as you would like the input data to be displayed e.g.

{type:short text ; label:Bold Short Text} = will be in bold.

{type:long text ; label:Italic Long Text} = will be in italics.

{type:long text ; label:Red Long Text} = will be in red.

Down Full Support Documents

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All Tags for Reference 223.09 KB 46 downloads

List of all tags with all optional elements to get the most of each tag. ...
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App Overview 864.14 KB 44 downloads

Brief overview of Template Mobilizer. ...
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Detailed Descriptions 870.17 KB 44 downloads

Detailed description of Template Mobilizer and creating the correct tags for you. ...
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Tagging Quick Start 568.10 KB 43 downloads

Quick start guide for how to add tags in your templates. ...

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