FormsGenie™ - User Manual
Contents
1. Ask from the Delete Datasets After Export drop down list Configure whether datasets should be exported vertically only applicable for csv or xls formats If this option is selected the first column will contain the field names and the 2 and onward columns will contain the specific dataset values This is done by checking the Export Datasets Vertically checkbox Section Automatic Processing Settings Configure whether to automatically mail datasets or not This can be done by checking the Auto Data Export checkbox This checkbox is only selectable when a valid Email address has been entered into the Default Data Recipients field When the Auto Data Export checkbox is checked you can set the dataset limit after which the datasets will automatically be exported and sent to the default data recipient s The default dataset limit is 50 datasets which means that the application will automatically export the collected data for a template as soon as there are 50 datasets if the Auto Data Export checkbox is checked When the Auto Data Export checkbox is checked you can set the time interval in hours after which the collected datasets will automatically be exported and sent to the default data recipients The range for the time interval is 1 to 720 hours The default value of time interval is 24 hours which means that the application will export the collected data for a template once every2. Clear Data option is available in the Trackball wheel menu This option allows you to delete all datasets belonging to the selected template Press the OK button to confirm the deletion or press the Cancel button to abort the deletion process When a Clear Data command is performed there will be no more datasets on the device for the selected template Rename Used to rename a template With the cursor on a specific template selecting the Rename option from the menu will display a popup window that allows the entry of a new name for the selected template Edit Used to edit an existing template To edit an existing template select the template with the cursor in the Templates screen click the Trackball wheel and select Edit from the Trackball wheel menu This will bring you to the Edit Template screen for that particular template where you can edit or delete existing template fields or add additional ones using the applicable menu options Page 28 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com Edit an existing field To edit an existing field in a template move the cursor to the field that you wish to modify and click the Trackball wheel From the Trackball wheel menu select the Edit option This will take you to the Add Field Step lt 1 gt screen where you
3. TEMPLATES cies sti E AE A E A A E SEH 5 FIRED ue dE 6 GENERAL e e e EE 11 APPLICATION STRUCTURE ccccscescescesccsscssssscssecsccsccsscssesscsscsscssccsecsessucssssusssssesecsecausssseuesssssseseeseceseaeeaees 12 TEMPLATE SCREEN FUNCTIONS AND COMMANDS ssissesessssesisiereresiereisteteristertsietstesisterisistaresrererisrersens 16 DESKTOP BASED TEMPLATE DESIGN sissesessssesisieserestsrerieterestntertststetetts tates tn tetesa terin ks eneste tares reeseseeneent 30 SUPPORUD WEE 30 Page 2 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com Introduction This document explains the usage of the MyFormsGenie for BlackBerry smartphones product MyFormsGenie is a generic data collection application and can be used to create different types of templates form survey photo and counting which can be used to collect or fill in data Because users can design their own templates ConvergeWireless s MyFormsGenie is extremely versatile and can be used for a large number of different purposes The application supports the capturing of GPS coordinates from a BlackBerry smartphone with a built in GPS antenna which further increases its usability Besides this the application allows users to add a photograph to their form data using the built in camera of the BlackBerry smartphone or select an existing picture from a data card as well as the option to lookup
4. Used to create a new template Press the Trackball wheel in the Templates screen to display the Trackball wheel menu with the New Template option Select this option to start designing a new template When selecting this option the New Template screen appears and allows you to select what type of new template you wish to create form MyFormsGenie counting Press the appropriate button to continue with the creation of a new template of that particular type This will take you to the Template Label screen In this screen you can enter a name for the new template in the Template Label field To start adding fields to the new template press the Add Field button to go to the Add Field Step lt 1 gt screen Add a field to a template The Add Field function is available from either the New Template screen or when editing an existing template After choosing this option you are taken to the Add Field Step lt 1 gt screen which is the same for all template types and for all Page 16 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com field types In this screen you can Specify a label for the new field To do this enter the name in the Label field Define the field type only available for a new field To do this select the appropriate type from the Type drop down list See the
5. 24 hours if the Auto Data Export checkbox is checked When the Auto Data Export checkbox is checked you can set whether the auto mailed datasets should be deleted or not by selecting an option from the Page 13 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com Delete Datasets After Auto Export selection field which can be either Yes or No Specify whether the application should automatically try to import any templates that it receives by selecting the appropriate value from the Auto Import Templates drop down list by selecting either Yes No or Ask Specify whether the application should overwrite any existing templates that have the same name as a newly received templates or allow the execution of a template deletion command by selecting either Yes No or Ask from the Allow Overwrite Delete drop down list Specify whether it is possible to configure the application remotely using the web based Remote Policy Configurator tool by selecting either Yes No or Ask from the Allow Remote Configuration drop down list Set the default subject for data exports in the Subject field If the Auto Subject checkbox is checked the default subject will be generated by the application and will contain the date and time of the export Set the default body content f
6. Field types section of this manual for more information about the different field types available in MyFormsGenie Set the display order of the field To do this enter an integer numerical value in the Display Order field The lower the number the higher the position of the field will be on the template Make it mandatory to fill in the field To do this check the Required checkbox Set the hint tooltip text for the field Use this field to provide your template users with hints or additional instructions when they are entering data into a field To do this enter a text in the Tooltip Text field Check the Use Field Label As Prefix checkbox to prefix the tooltip with the field name The entered tooltip text appears when the use edit and preview options are used Retain the previously filled in value Indicate whether you want the template to automatically retain the last saved value of the specific field by checking the Retain Previous Value checkbox When creating a new dataset any field that has this property turned on will be filled in with the value selection contained in the dataset that was last to be saved from the same template When done press the Next field to proceed to the Add Field Step lt 2 gt screen This screen is field specific When done in the Add Field Step lt 2 gt screen you can Press the Done button to finish creating
7. MyFormsGenie sub folder in the BlackBerry Pictures folder on the data card When set to Device pictures are stored in the MyFormsGenie sub folder of the home user pictures MyFormsGenie folder on the device file system Define the data connection type used for looking up RSS Drop Down List field values The default value for this field is BES which will work for users that are on a BES or BIS users that have an APN configured in the TCP settings of their device BIS users can also try the BIS B option which doesn t require the configuration of an APN but depends on availability on the particular mobile network of the user Page 14 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com The following option are available when pressing the Trackball wheel in the Settings screen e Save Allows you to save the Settings in the Settings screen Data Selecting the Data option from the menu in the Template screen takes you to the Data screen containing an overview of all collected datasets This screen allows users to edit delete and or view a summary of the selected dataset on the top of the screen The screen also allows users to send selected datasets to valid Email addresses The Data screen displays the list of collected datasets with a timestamp that shows when they were last edited To the left of each dat
8. cursor is on a drop down list press the Spacebar to scroll between different available options without expanding the drop down list Atany time press ALT Escape to move MyFormsGenie to the background and access other applications on your device Application structure Templates When starting MyFormsGenie the Templates screen appears The Templates screen is where users can manage create import edit delete distribute and use all templates as well as manage edit export delete the datasets collected with each specific template Please see the next section of this manual for a detailed description of all available commands and functions of the Templates screen Settings The Settings screen is accessible by selecting the Settings item from the menu in the Templates screen The Settings screen contains the configuration settings of the application In this screen you can do the following per screen section Section Default Recipient s e Specify the default recipient s for templates that are distributed Use a semicolon to separate multiple Email addresses and fill in the recipients in the Default Template Recipients field e Specify the default recipient s for exported datasets Use a semicolon to separate multiple Email addresses and fill in the recipients in the Default Data Recipients field o NOTE when pressing the Trackball wheel in either the Default Template Recipients an
9. or editing the template and save all Page 17 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com changes additions Press the Add Another Field button to add a new field which takes you to the Add Field Step lt 1 gt screen Press the Preview button to view a preview of the template Press the Cancel button to abort the template creation or field addition process Counting When either editing or adding a Counting field the Add Field Step lt 2 gt screen allows you to Specify a minimum field value To do this check the Min Value checkbox and enter an integer numeric value either negative or positive in the field that appears Once a minimum field value is specified the value of the counting field will not be allowed to be lower than the specified value If the specified minimum field value is higher than 0 the counting field will use the minimum value as the initial value Specify a maximum field value To do this check the Max Value checkbox and enter an integer numeric value either negative or positive in the field that appears Once a maximum field value is specified the value of the counting field will not be allowed to be higher than the specified value If the specified maximum field value is lower than 0 the counting field will use the maximum value as the initial v
10. tag with the current date when creating a new dataset following the Date Export Format configured in the Settings screen Example If for a BlackBerry device with PIN AA001122 and associated Email address user example com the value My Email address is email my device PIN is pin and the current date is currentdate is entered as the default value for a Free Text Field the resulting default value when creating a new dataset on April 24 2012 with the Date Export Format set to mm dd yyyy will be My Email address is user example com my device PIN is AA001122 and the current date is 04 24 2012 GPS GPS fields can be added to any template and can contain X Y and Z value of a GPS coordinate Coordinates can either be entered manually or captured automatically using either a NMEA compatible Bluetooth GPS antenna which should be paired with the BlackBerry and have a GPS fix or a built in GPS antenna Exported data contained in a GPS field is exported in three separate columns containing the separate X Y and Z values of the coordinate The following can be configured when this field type is used in a template e A default value Counting template MyFormsGenie template Form template Photo template Photo A Photo field consists of a thumbnail field and a Take Picture button Photo fields can only be added to photo templates When using a template containing o
11. wirelessly via the BES We recommend that you use the Over The Air OTA installation method This installation method allows you to install the application by using your BlackBerry smartphone s Internet Browser without the necessity of connecting it to a computer NOTE There is no difference between the trial version and the full version of MyFormsGenie except that the trial version stops functioning after the trial period has expired You can only obtain the full version of the application by unlocking a trial version expired or not with a BlackBerry device specific license code based on the PIN of the device Installation with the OTA method e Open your BlackBerry Browser application on your BlackBerry e Visit the URL http www ConvergeWireless com mfg MyFormsGenie jad e Follow the instructions to install the application Wireless deployment via the BES e Please contact the CONVERGEWIRELESS Support Team at support ConvergeWireless com for a alx based distribution package of the software or you can download the ALX files from our web site at http www ConvergeWireless com mfg MFG_dektop zip e Follow the instructions applicable for your BES version to deploy the application wirelessly to the applicable users Visit www blackberry com for the technical documentation that explains this procedure for your particular BES version Unlocking the Trial version to the Full version If MyFormsGenie is used on a BlackBerry sm
12. ConvergeWireless enhanced mobile productivity Forms Genie electronic business forms MyFormsGenie User Manual GeoTag and Photograph enabled Forms MyFormsGenies and Counting for BlackBerry Smartphones Version 3 30 Copyright 2005 2011 CONVERGEWIRELESS All rights reserved All images brands and trademarks mentioned or displayed in this document are property of their respective owners This document is for informational purposes only CONVERGEWIRELESS MAKES NO WARRANTIES EXPRESS IMPLIES OR STATUTORY AS TO THE INFORMATION IN THIS DOCUMENT The BlackBerry and RIM families of related brands marks images and symbols are the exclusive properties and trademarks of Research In Motion Limited MyFormsGenie is a product and trademark of CONVERGEWIRELESS and not related to or supported by Research In Motion in any way Page 1 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com Table of contents TABLE OF CONTENTS cs icvsccscccscncnseaecncstnenssegensndnancsaneneneneasnasessnancncnancnscccunenanene 2 INTRODUCTION WE 3 INSTALLATION NeNEeNEN ENNEN NENNEN ENNEN NENNEN ENNEN SN Neien d se A UNLOCKING THE TRIAL VERSION TO THE FULL VERSION xs e ek ENKE ENKE 4 USING THE APPLICATION cisscissiscavssctiscvcneccnevensnanedaneussesenenanewenccnedenstenacunenane 5 DATASETS R coppe tEs ASNES EA ESENES EENEN EA NENES EENES EA EEEE EE SEEE Ea eena 5
13. Dependent On field changes then the available option s in the respective dependent fields are filtered accordingly only displaying the options that have been specified to be dependent on the selected value Add or remove options on the list To add an option click the button with the Trackball wheel and enter the name value of the option in the field that appears Select the value you wish to make the specific option dependent on from the Dependent On Option drop down list This will make this specific option only display when the template element specified in the Dependent On drop down list has the value associated with this option or is blank To delete an option move the cursor to the Page 22 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com option you wish to delete and click the Trackball wheel Select the Delete Option option from the Trackball wheel menu to delete the selected option from the list Specify the default selected option To do this select the checkbox in front of the option that you wish to be the default selected option with the cursor and press the spacebar This option will then be selected by default for this field when a new dataset is created with this template and a user starts entering data Drop Down List When either editing or adding a Drop Down List field ty you
14. Trackball wheel menu with the Exit option Select this option to exit MyFormsGenie and return to the BlackBerry s main menu Desktop based template design If you wish to design templates from a desktop computer you can visit the website www MyFormsGenie ConvergeWireless com for the online template design tool To use this tool you will require your MyFormsGenie license key and your BlackBerry PIN to login After login you can design templates online and Email them to any MyFormsGenie user or group of MyFormsGenie users Support Application support is available by Emailing our support department at support ConvergeWireless com Page 30 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com
15. all wheel in the Templates screen and select the Import Template option MyFormsGenie will then scan your inbox for available templates and list them in the screen that comes up From the list of available templates you can either import the selected template or preview it first by clicking the Trackball wheel and selecting the appropriate option from the Trackball wheel menu When selecting the Import option you can choose whether you wish to delete the message containing the imported template from your Blackberry s inbox Templates consisting of multiple messages in the inbox are joined and added to the list as one template After the import is complete the imported template becomes available in the Templates screen Import BVS File Used to import templates in bvs file format Page 26 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com from a data card or the file system Besides importing templates that are sent via Email it is possible to import bvs files created on the Online Template Creator http MyFormsGenie ConvergeWireless mobi directly from a data card or the file system of the device After selecting this option the user can browse through the different folders on the files system or an inserted data card and select the applicable bvs file for import After the import is complete the imported te
16. alue Specify a hotkey to increment the field value To do this enter the hotkey in the Increment Hotkey field Specify a hotkey to decrement the field value To do this enter the hotkey in the Decrement Hotkey field When hotkeys have been specified these can be used to quickly increment or decrement the value of a counting field When using a counting template the hotkeys will work from any position in the screen but when using form or MyFormsGenie templates hotkeys will only Page 18 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com function when the cursor is on the specific counting field Date Time When either editing or adding a Date Time field the Add Field Step lt 2 gt screen allows you to Specify whether the field will accept the entry of a date value To do this check the Date Checkox in the Field Type field This Checkbox is checked by default Specify whether the field will accept the entry of a time value To do this check the Time checkox in the Field Type field When this checkbox is checked the Format field will be displayed allowing you to specify whether the time should be displayed in 12 or 24 hour format To change this change the value of the Format drop down list Specify a default value When adding a Date Time field you can sp
17. ar This option will then be selected by default for this field when a new dataset is created with this template and a user starts entering data Numeric When either editing or adding a Numeric field type the Add Field Step lt 2 gt screen allows you to Specify the type of numeric field integer double To do this select either the Integer or Double radio button An integer type field only accepts entire numbers and does not allow a decimal separator to be entered A double type field does allow a decimal separator to be entered Specify the number of allowed decimal digits To specify the number of allowed decimal digits enter the number in the Allowed Decimal Digits field Specify a minimum allowed value To do this check the Min Value checkbox and specify the minimum value in the field that appears Specify a maximum allowed value To do this check the Max Value checkbox and specify the maximum value in the field that appears Specify a default value If you wish to use a default value for a numeric field enter this value in the Default Value field Free Text When either editing or adding a Free Text field type the Add Field Step lt 2 gt screen allows you to Specify the maximum number of characters allowed To do this enter the maximum number of characters in the Max Field Size field Specify whether the Enter key
18. artphone for the first time the product will function in 14 day trial mode In 14 day trial mode the application is fully functional but after 14 days the product will lock up and can either be uninstalled from the BlackBerry or unlocked to a full version by using a valid product license code A license code can be obtained by purchasing the product at and requires that you provide your BlackBerry smartphone s unique PIN After verification of your Page 4 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com payment a valid license code based on your BlackBerry smartphone s PIN will be sent to you Starting with version 3 0 of MyFormsGenie the application can receive license Emails from ConvergeWireless s License Manager application These Emails contain the license code for the specific BlackBerry and will automatically be processed by the application Upon successful processing the application will automatically unlock For related sales inquiries you can also contact the CONVERGEWIRELESS sales department at sales ConvergeWireless com In case your trial version of MyFormsGenie has expired or for some reason the application does not automatically unlock upon receiving your license Email please do the following e Run MyFormsGenie e From the start up screen select the Register option e Enter your license code in the window that follows an
19. aset a checkbox is provided that can be selected deselected The following options are available when pressing the Trackball wheel on a specific dataset e Edit Allows you to edit the selected dataset and or continue entering data e Delete Deletes the selected dataset after confirmation Pressing the Del key invokes the same command e info Shows a popup screen which displays the creation timestamp of the dataset the last edited timestamp and the name of the template that was used to create it e Change Option Allows to check uncheck focused dataset row You can also press the spacebar to quickly select or deselect the particular dataset e Send Data Takes user to Send Data Screen to send selected datasets provided the datasets are from same template e Select All From This Template Selects all datasets from same template e Deselect All Cancels selection of datasets e Use Takes you to a blank entry screen for the selected template to start entering data e Help Takes you to the Help screen e Close Closes the Data screen Send button at the bottom of the screen has action same as the Send Data menu item Click the Close button to close this screen You can also view a template specific version of the Data screen only displaying the datasets belonging to a specific template To do this select the Show Collected Data command from the me
20. can modify the label and the display order of the particular field It is not possible to change the field type of an existing field When pressing the Next button you are taken to the Add Field Step lt 2 gt screen where you can modify all other properties of the selected field To finish editing the field press the Done button Delete an existing field To delete an existing field in a template move the cursor to the field that you wish to delete and press the Trackball wheel From the Trackball wheel menu select the Delete option and press OK to proceed removing the existing field or Cancel to abort the deletion process Delete Used to delete an existing template and all related datasets When the cursor is on a specific template and the Trackball wheel is clicked the Delete option is available from the Trackball wheel menu This option allows you to delete the selected template When deleting a template all related datasets will also be deleted Press the OK button to confirm the deletion of the template or press Cancel to abort Distribute Used to distribute a template to other MyFormsGenie users When the cursor is on a specific template and the Trackball wheel is clicked the Distribute option is available from the Trackball wheel menu This option takes you to the Distribute screen where you can enter the Email addresses that you wish to send the
21. can be Page 24 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com used To allow this check the Allow Enter checkbox Specify a default text for the field To do this enter the default text in the Default Text field Dynamic tags can be used see page 8 GPS When either editing or adding a GPS field type the Add Field Step lt 2 gt screen allows you to Specify a default value of the GPS field To do this enter the default longitude e g 23 50W or 23 50E latitude e g 45 50N or 45 50S and altitude e g 230 50 values in the Long Lat and Alt fields respectively If you have a paired Bluetooth GPS antenna with a GPS fix available you can also capture the coordinate values of your current location as the default value for this field by pressing the Get GPS button Photo When either editing or adding a Photo field type the Add Field Step lt 2 gt does not offer any additional settings to be made RSS Drop Down List When either editing or adding a RSS Drop Down List field type the Add Field Step lt 2 gt screen allows you to Specify the source URL from which to load the list values To do this enter the URL in the Source URL field The source URL can be HTTP or HTTPS based and dynamic tags can be used see page 10 Specify the expiration of th
22. com Specify the default selected option To do this select the checkbox in front of the option that you wish to be the default selected option with the cursor and press the spacebar This option will then be selected by default for this field when a new dataset is created with this template and a user starts entering data Multiple Selection When either editing or adding a Multiple Selection field type the Add Field Step lt 2 gt screen allows you to Specify whether you want to allow entry of a free format answer besides the given options To do this check the Allow Other checkbox This will display a Other field below this field where the user can enter free format input when using this template and filling in this field Specify if you want to make this field dependent on another field To do this select the appropriate field on which the you wish to make the current field dependent from the Dependent On drop down list Add or remove options on the list To add an option click the button with the Trackball wheel and enter the name value of the option in the field that appears Select the value you wish to make the specific option dependent on from the Dependent On Option drop down list This will make this specific option only display when the template element specified in the Dependent On drop down list has the value associated with this option or is blan
23. current template to Use a semicolon as a delimiter for multiple Email addresses If the data size of current template is greater than 30KB then more than one Email will be sent to recipients You can specify any default Email addresses of template recipients in the Settings screen Settings Displays the Settings screen Please read the paragraph Settings Screen in the Page 29 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com section Application Structure of this document for more information About Displays general application information The About screen displays copyright version and other general application information Help Used to access the build in help feature In several MyFormsGenie screens the Help option is available from the Trackball wheel menu Use this option to get screen specific information on how to use the application Minimize Used to minimize the application and keep it running in the background Select this menu option to keep MyFormsGenie running in the background and access other BlackBerry applications or functions To return to MyFormsGenie either click the main application icon or press the ALT Escape key combination to switch back to MyFormsGenie Exit Used to exit the application Press the Trackball wheel in the Templates screen to display the
24. d Default Data Recipients field the Add Email Address option is available allowing to add recipient Email addresses from the device s address book Section Data Export Settings e Specify the default file format for data exports This can either be Microsoft Excel xls comma separated values csv XML xml or PDF pdf format and can be selected from the Default Data Format drop down list e Select the font type to be used in the Select PDF Font drop down list This field is only visible when pdf has been selected from the Default Data Format drop down list e Select the type of export from the Export Type drop down list being either o 1 Dataset Email all data that belongs to the same dataset is sent in a separate Email message per dataset o Separate Image Mail all datasets applicable for export are sent in one Email and all images belonging to these datasets are exported in a separate Email This option is only available when the Default Data Format field has been set to csv xls or xml This option is only Page 12 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com T available when the Default Data Format field has been set to csv xls or ml because images are always embedded into pdf export files o Follow Max Records datasets including any pictur
25. d format MyFormsGenie template Form template Photo template Single Selection This field is meant for the selection of a single value from multiple options displayed vertically Users can specify the following when inserting such a field in a template e The specific available values e The display order of the available values e The default selection optional MyFormsGenie template Form template Photo template Page 7 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com e Dependent On field optional e Dependent On Option field for each of the defined values optional When this field is used the selected value is exported as it is in a separate column Drop Down List This field is meant for the selection of a single value from multiple options displayed vertically Users can specify the following when inserting such a field in a template The specific available values The display order of the available values The default selection optional Dependent On field optional Dependent On Option field for each of the defined values optional When this field is used the selected value is exported as it is in a separate column MyFormsGenie template Form template Photo template Numeric This field can be used when input of either an integer or a numeric value with a dec
26. d press the OK button e Exit the application by selecting the Exit option and run it again to start using the full version Once the product has been unlocked MyFormsGenie will function in full version mode and can be used indefinitely on the BlackBerry smartphone that it was unlocked on Using the application Datasets Records The term dataset or record refers to a single record of data collected using a MyFormsGenie template Datasets collected with MyFormsGenie can by default be exported to a csv file a x s file a xml file or a pdf file using the Email functionality of the BlackBerry and can be sent to any number of recipients Depending on your specific settings each row of the exported file represents a separate dataset Specified datasets can also be mailed automatically to the selected recipients this functionality is also known as Auto Data Export Templates Templates can be designed either on the BlackBerry or by using the web service at http MyFormsGenie ConvergeWireless com Once a template has been created it can be used straight away or distributed to one or as many BlackBerry devices as necessary as long as the device has MyFormsGenie installed The template can then be imported further edited if necessary and can be used for data collection When designing templates users can choose between different field types that can be used to build the template Read more about these field types in
27. drop down list values from an RSS feed Both templates and collected data can be easily distributed by using the BlackBerry s built in Email function without the necessity for a BlackBerry Enterprise Server BES Collected data can be distributed in Microsoft Excel xls comma separated values csv XML xml or PDF pdf format The latest version of MyFormsGenie supports the following powerful functions o Support for PDF as export format for data reports further increasing reporting versatility o Insertion of clickable Google maps link in PDF exports for captured GPS locations o Full remote configuration possibilities by using custom BES policies Visit the CONVERGEWIRELESS website at www ConvergeWireless com for technical documentation regarding this feature o Full remote configuration using the web based Remote Policy Configurator tool found at http mfgpolicies ConvergeWireless com or contact CONVERGEWIRELESS Support at support ConvergeWireless com to request access to this tool o A new feature to allow the retention of the last value that was entered and saved in a specific field further increasing user friendliness o Improved support for large templates o New options to specify the data export method including the possibility to specify the maximum size and maximum number of records per mail o Anew automatic template import function including an overwrite option A function to rename templates o Supp
28. e loaded list values To do this select the appropriate expiration value from the list using the spacebar Immediately when this option is selected the loaded list values are reloaded upon each use of the template Never when this option is selected the loaded list values are never refreshed automatically Users can however manually Page 25 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com reload the list values by using the Reload command Periodically when this option is selected the user can specify an interval at which the list values are reloaded When Periodically has been selected specify the expiration interval of the loaded list values Specify the interval value in the Expiration Interval field and the applicable unit from the adjacent drop down list Specify whether you want to allow entry of a free format answer besides the given options To do this check the Allow Other checkbox This will display a Other field below this field where the user can enter free format input when using this template and filling in this field Import Template Used to import a new template MyFormsGenie allows you to import templates that were Emailed to you by other MyFormsGenie users from their BlackBerry or from the MyFormsGenie Online Template Creator To perform an import click the Trackb
29. ecify a default value of the field when a new dataset is created and the user starts entering data To specify a default value manually check the Specify radio button and enter the default value in the field that appears To use the actual date and or time as the default value check the Use Current Date Time radio button and consequently check the Use Current Date and or the Use Current Time to make sure the actual data or time will be used as the default value for this Date Time field Specify a minimum or maximum value To manually specify a minimum or maximum value check the Specify radio button in the Use Min Max Date Time field and consequently check the Use Min Value and or the Use Max Value checkboxes that appear and enter the desired minimum and or maximum values in the fields that appear To use the actual date and or time as the minimum or maximum value for the field Page 19 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com check the Now radio button in the Use Min Max Date Time field and specify whether you wish to use the actual date and or time as the minimum or maximum value for this field by selecting the appropriate option from the Type drop down list that appears Additionally when using the actual date time as the maximum or minimum value y
30. es that belong to those datasets are jointly exported in a single Email up to the maximum specified in the Max Records Per Mail field When more datasets than the specified maximum are exported the datasets and related pictures are divided over multiple Email messages following the specified maximum of records per Email o Follow Max Size datasets including any pictures belonging to those datasets are jointly exported in a single Email up to the maximum combined size of the exported data specified in the Max Size field When the size of the data is more than the specified maximum size the datasets and related pictures are divided over multiple Email messages following the specified maximum size per Email This option is only available when the Default Data Format field has been set to csv ls or xml Specify the maximum size of an Email in kilobytes in the Max Size field This field is only visible when the Export Type is set to Follow Max Size Specify the maximum number of datasets in an Email in the Max Records Per Mail field This field is only visible when the Export Type field is set to Follow Max Records Specify the default date export format This can either be dd mm yyyy mm dd yyyy d m yy m d yy ddmmyyyyy mmddyyyy yyyymmdd Configure whether datasets should automatically be deleted after a data export by selecting either Yes No or
31. he actual time or date that should be used as the default value e A specific default value e A maximum and or minimum value When this field is used entered data is exported in a maximum of two separate columns one containing date and one containing time depending on whether the field functions as a time a date or a date time field Dynamic Range This field is meant for the selection of a single value from multiple options displayed from left to right ideally to be used when it is necessary to give the impression of a range Users can specify the following The specific available values The display order of the available values The default selection optional Dependent On field optional Dependent On Option field for each of the defined values optional When this field is used selected value is exported as it is in a separate column MyFormsGenie template Form template Photo template Multiple Selection This field can be used when it is necessary to select multiple values from a list of options When using this field type in a template users can specify the following The specific available values The display order of the available values The default selected items optional Dependent On field optional Dependent On Option field for each of the defined values optional When this field is used all selected values are exported in a column in comma delimite
32. ice or manually selected from an inserted data card By default the photo is exported with the other data as a separate attachment to the data export Email Field types MyFormsGenie users can use the following field types for creating templates Field type Description Available for Counting This field type is exclusive for counting templates Counting template and can hold an integer numerical value either MyFormsGenie negative of positive Users can specify the template following Form template Photo template e Hotkeys that should be used for increasing or decreasing the field value e A maximum and or minimum value To increase the value of a counting field either click the Trackball wheel when the cursor is on the field press the symbol or press the configured hotkey To decrease the value of a counting field either click the Escape key when the cursor is on the field press the symbol or press the configured hotkey When this field is used entered values are exported as it is in a separate column Date Time Use this field type to collect dates and times MyFormsGenie Users can choose whether they want to add just template a date field just a time field or both to a Form template template and can specify the following Photo template Page 6 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com e T
33. imal separator is required When using this field in a template users can specify the following e Whether the field can contain decimal values e The specific number of allowed decimals e A maximum and or minimum value e A default value When this field is used entered values are exported as it is in a separate column MyFormsGenie template Form template Photo template Free Text Use the Free Text field type when free input of data is required The following can be configured when this field type is used in a template e The maximum number of characters the field can contain e The display order of the field on the template e A default value When this field is used entered data is exported as is in a separate column Starting with version 3 30 of MyFormsGenie the Free Text field allows the insertion of the end users Email the PIN of the BlackBerry being MyFormsGenie template Form template Photo template Page 8 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com used or the current date in the default value by using text based tags e email replaces the tag with the associated primary Email address of the BlackBerry device when creating a new dataset e pin replaces the tag with the PIN of the BlackBerry device that is being used when creating a new dataset e currentdate replaces the
34. k To delete an option move the cursor to the option you wish to delete and click the Trackball wheel Select the Delete Option option from the Trackball wheel menu to delete the selected option from the list Specify the default selected option s To do this select the checkbox in front of Page 21 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com each option that you wish to be the option s selected by default with the cursor and press the spacebar This or these option s will then be selected by default for this field when a new dataset is created with this template and a user starts entering data Single Selection When either editing or adding a Single Selection field ty you to pe the Add Field Step lt 2 gt screen allows Specify whether you want to allow entry of a free format answer besides the given options To do this check the Allow Other checkbox This will display a Other field below this field where the user can enter free format input when using this template and filling in this field Specify if you want to make this field dependent on another field To do this select the appropriate field on which the you wish to make the current field dependent from the Dependent On drop down list If dependency is set between fields the following will happen If the selected value in the
35. mplate becomes available in the Templates screen Data Used to view all collected datasets When pressing the Trackball wheel in the Templates screen the Data option is available in the Trackball wheel menu Use this option to go to the Data screen where all collected datasets are displayed and can be edited or deleted or selected datasets can be sent Show Collected Data Used to view all collected datasets belonging to the selected template When the cursor is on a specific template and the Trackball wheel is clicked the Trackball wheel menu offers the Show Collected Data option When selecting this option you are taken to an overview of all datasets that were collected using the selected template and you are able to edit or delete these datasets or view additional information about a dataset or send selected datasets using the appropriate option from the Trackball wheel menu with the cursor on the specific dataset If you decide to edit a dataset you are taken to Update screen Following options are available when pressing the Trackball wheel in Update screen Previous This menu item is displayed only if the template contains existing dataset s and if the dataset is not one which is modified earliest It takes you to Update screen to display the dataset which is modified before this dataset Next This menu item is displayed only if the template contains existi
36. ne or more photo fields press the menu button with the cursor on the thumbnail element and select the Select Photo template Page 9 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com Picture option to manually select a picture to add to the dataset Pictures taken or selected with a photo field are by default exported as attachment to the export Email message in addition to the other data which is included in a separate attachment in the selected export format RSS Drop Down List An RSS Drop Down List is basically the same as a regular Drop Down List field type but loads its values from a RSS 2 0 compliant RSS feed The title values in the RSS feed will automatically be added as selectable values in the drop down list upon loading the template and the value of the selected item will be displayed in the Value field on the template The following can be configured when this field type is used in a template e A source URL for the RSS feed e An expiration value which specifies when then list values have to be reloaded The RSS Drop Down List field offers a number of powerful dynamic tags that can be inserted in the source URL being replaced with a corresponding value upon loading the source URL allowing for easy integration of MyFormsGenie with web based servies The following tags are suppo
37. ng dataset s and if the dataset is not one which is modified latest It takes you to Update Page 27 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com screen to display the dataset which is modified after this dataset Show Statistics Displays simple statistics for the selected template With the cursor on a specific template selecting the Show Statistics option from the menu will display the Statistics screen displaying general statistics for the selected template Send Data Used to export the collected datasets When the cursor is on a specific template and the Trackball wheel is clicked the Send Data option is available from the Trackball wheel menu This option takes you to the Send Data screen and allows you to export the datasets collected with the selected template If dataset s size is greater than 60KB then datasets are splitted and then sent in parts as attachment By default the Send Data screen uses the default settings configured in the Settings screen If you wish to change these settings you can do so each time when you perform a data export To send the data press the Send button at the bottom of the screen Clear Data Used to delete all collected datasets belonging to the selected template When the cursor is on a specific template and the Trackball wheel is clicked the
38. nu in the Template screen with the cursor on the template of which you wish to display the underlying collected datasets You can also press the Enter key with the cursor on the specific template to achieve the same result This screen is basically the same as the regular Data screen but only Page 15 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com displays the datasets belonging to the selected template and also displays the content of the first field of the dataset in the dataset overview which allows for easy identification of specific datasets Template screen functions and commands Please see the table below for a detailed description of all commands and functions within the Templates of MyFormsGenie Command Function Description Use When the cursor is on an existing template click the Trackball wheel to display the Trackball wheel menu Select the Use option to start using the selected template and start entering data and create a new dataset The following option is available when pressing the Trackball wheel in the Use screen e Previous This menu item is displayed only if the template contains existing dataset s and takes you to Update screen of the previously saved dataset of this template e 6 Save Select this menu item to save the current dataset and exit to the Templates screen New Template
39. or data exports in the Body field If the Auto Subject checkbox is checked the default body content will be generated by the application and will contain general information about the dataset and export Section System Settings Define whether to use the GPS data source configured on the device BlackBerry OS 4 2 or higher or use a direct Bluetooth connection with an external GPS antenna BlackBerry OS 4 1 or earlier Select Device GPS from the GPS Data Source drop down list to use the GPS source configured in the GPS settings screen of the BlackBerry and select Direct Bluetooth GPS to use a direct Bluetooth connection with an external NMEA compatible Bluetooth GPS antenna Specify the number of GPS coordinates to be sampled for calculating the current GPS position in the GPS Sample Size field By default this field is set to 3 meaning that the application calculates the current GPS position by taking the average of 3 GPS location samples under the condition that each sample is obtained whilst having a fix In general the higher this value the more accurate the calculation of the current GPS position will be but if set too high the calculation process might take longer Select the storage location of pictures added to MyFormsGenie datasets from the Photo Storage Location drop down list When this is set to Card the pictures belonging to MyFormsGenie datasets are stored in the
40. ort for multiple photo fields on a template O Version 3 30 of MyFormsGenie adds to this o Full backup functionality installed instances of MyFormsGenie can now be backed up and restored using the BlackBerry Desktop Manager o A new export resend mechanism further adding to robustness of automatic data exports using an inserted SD card as temporary queue storage o New powerful RSS Drop Down List field functionality this field now displays and exports both the title and value of RSS feed elements and also supports the dynamic insertion of Email PIN current date as well as the Page 3 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com value of other fields on the template into the RSS source URL This further enhances the integration possibilities of MyFormsGenie in an existing corporate infrastructure allowing for usage of user specific RSS feeds with zero system integration required o New Free Text Field functions this field can now use the end users Email address device PIN or the current date as a default value by using dynamic tags o Several BlackBerry OS 6 related fixes and performance improvements Installation To install MyFormsGenie you can either o Install it by using the Over The Air OTA method http www ConvergeWireless com mfg MyFormsGenie jad o Incase you are a BES administrator deploy the application
41. ou can manually specify an optional maximum or minimum value depending on whether you wish to use the actual date time as the maximum or minimum by checking the Use Max Value or Use Min Value checkbox and specifying the maximum or minimum in the field that appears Dynamic Range When either editing or adding a Dynamic Range field type the Add Field Step lt 2 gt screen allows you to Specify if you want to make this field dependent on another field To do this select the appropriate field on which the you wish to make the current field dependent from the Dependent On drop down list Add or remove options on the list To add an option click the button with the Trackball wheel and enter the name value of the option in the field that appears Select the value you wish to make the specific option dependent on from the Dependent On Option drop down list This will make this specific option only display when the template element specified in the Dependent On drop down list has the value associated with this option or is blank To delete an option move the cursor to the option you wish to delete and click the Trackball wheel Select the Delete Option option from the Trackball wheel menu to delete the selected option from the list Page 20 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless
42. rted e email replaces the tag with the associated primary Email address of the BlackBerry device when loading the source URL e pin replaces the tag with the PIN of the BlackBerry device that is being used when loading the source URL e currentdate replaces the tag with the current date when loading the source URL following the Date Export Format configured in the Settings screen e 6 field replaces the tag with the value of another field in the template with being the field number All fields on a template are number 1 to n starting with 1 as the first field at the top 2 with the second field etc Example MyFormsGenie template Form template Photo template Page 10 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com o A BlackBerry device has PIN AA001122 and associated Email address user example com o The date is April 24 2012 and the the Date Export Format in the Settings screen has been set to yyyymmdd o The template being used has a regular Drop Down List field as the first field on the template with a default selected value of option1 o The second field on the template is a RSS Drop Down List with the value http www example com rss xml email email amp PIN pin amp date currentdate amp filter field1 as the source URL In this case the re
43. sulting source URL that is loaded when loading or reloading the RSS feed will be http www example com rss xml email user 40example com amp PIN AA001122 amp date 2011042 4 amp filter option1 Notes Any URL unfriendly characters will be automatically converted to URL friendly format In this example the value option1 will change e g option2 option3 etc if upon loading or reloading the RSS feed a different value has been selected in the first drop down list on the template Using these dynamic tags MyFormsGenie can be used to include user specific RSS feeds in templates without any further system integration required General controls Roll the Trackball wheel up or down to move the cursor vertically Press the ALT key and roll the Trackball wheel up or down to move the cursor horizontally Click the Trackball wheel to select an option to press a selected button or to display the Trackball wheel menu The Trackball wheel menu can be context sensitive and its content might depend on the current selection of the cursor Press the Escape key to exit a screen without saving any changes and return to the previous screen Page 11 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com When the cursor is on a radio button or a check box press the Spacebar to check or uncheck the option If the
44. the next section MyFormsGenie distinguishes between the following template types Survey template This template type allows you to design a data entry form by defining multiple fields and assign labels to them for display purposes All fields are numbered automatically and these numbers are used as column names headers for any exported data Page 5 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com Form template This template type allows you to design a data entry form by defining multiple fields and assign labels to them These labels are used as column names headers for any exported data Counting template This is a very specific template type meant for using the BlackBerry as a systematic counting device for performing tasks such as taking a stock inventory performing statistical counts performing visitor counts etc and optionally linking the data to a geographical location by using GPS As with form templates the label of each field is used as a column name header for any exported data Photo template This new template type allows you to design a data entry form similar to a form template but also allows for photo fields to be added When a photo template is used users can use these photo fields to take a picture and link this picture to the other information entered in the form The picture can be taken using the built in camera of the dev
45. to pe the Add Field Step lt 2 gt screen allows Specify whether you want to allow entry of a free format answer besides the given options To do this check the Allow Other checkbox This will display a Other field below this field where the user can enter free format input when using this template and filling in this field Specify Dependent On field To do this select the field on which this field is dependent Add or remove items on the list To add an option click the button with the Trackball wheel and enter the name value of the option in the field that appears Select the value you wish to make the specific option dependent on from the Dependent On Option drop down list This will make this specific option only display when the template element specified in the Dependent On drop down list has the value associated with this option or is blank To delete an option move the cursor to the option you wish to delete and click the Trackball wheel Select the Delete Option option from the Trackball wheel menu to delete the selected option from the list Page 23 of 30 Copyright 2005 2011 ConvergeWireless Inc All rights reserved For more information visit www ConvergeWireless com Specify the default selection s To do this select the check box in front of the option that you wish to be the default selected option with the cursor and press the space b
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