Form Builder - Simple Tag

Form Builder - Simple Tag

Purpose Statement

The Simple Tag Block in Form Builder allows users to add dynamic data labels to forms that automatically pull information from the system and display it in reports. This feature enables the creation of professional, data-rich forms by inserting contextual information such as incident details, property data, or personnel information directly into form layouts across Inspections, Permits, Invoicing and Fire Investigation modules.

Background Information

The Simple Tag Block is a versatile form element that bridges the gap between static form design and dynamic data presentation. When added to forms, Simple Tags automatically populate with relevant information from the system database, ensuring that printed reports contain accurate, up-to-date details without manual data entry. This functionality is particularly valuable for creating standardized reports that require consistent data formatting and official documentation requirements.

Common use cases include adding incident numbers to inspection forms, displaying property owner information on permits, invoicing data, or including case details in fire investigation reports. The Simple Tag Block integrates seamlessly with the Form Builder's drag-and-drop interface and supports all major reporting workflows.

Required Permissions

To use the Simple Tag Block in Form Builder, users must have the following permissions:

  • Form Builder Access - Ability to create and edit forms
  • Module-Specific Edit Permissions - Edit access for the specific module (Inspections, Permits, Invoicing, or Fire Investigation) where the form will be used
  • Report Generation Permissions - Access to generate and view reports in the target module

Video


Step-by-Step Guide




1.  Create a new form or select edit to edit an existing form.






2. Mouse over in the left margin at the current block and select the + sign to add a Simple Tag under the current Block.





3.  Select Simple Tag from the dropdown menu.






4. Note the Information available while hovering your mouse over the :






5. Enter Text for the Simple Tag:




6. Select the data field to display in the printed report:
  1. Note: The data field available will be for the Module you are creating the report in.





7. Select Tune to move up and down, or delete (select the X 2 times).






8. Example report of a Form with a Simple Tag:
​


Best Practices

Design Recommendations:

  • Use clear, descriptive labels that accurately reflect the data being displayed
  • Position Simple Tags logically within the form flow to enhance readability
  • Maintain consistent labeling conventions across all forms in your organization

Data Selection Guidelines:

  • Choose data fields that provide value to the report reader
  • Avoid redundant tags that display the same information multiple times
  • Consider the report's intended audience when selecting data fields

Common Mistakes to Avoid:

  • Don't use generic labels like "Tag 1" or "Data Field" - be specific about what information is being displayed
  • Avoid placing too many Simple Tags in close proximity, which can clutter the report
  • Don't forget to test the form with actual data before deploying to ensure proper display

Troubleshooting & FAQs

Q: The Simple Tag isn't displaying data in my report. What's wrong? A: Verify that the selected data field contains information for the record you're testing. Empty fields will result in blank Simple Tags.

Q: Can I customize the formatting of the Simple Tag text? A: The Simple Tag inherits the form's default text formatting. Contact your administrator about custom styling options.

Q: Why don't I see certain data fields in the dropdown menu? A: Available data fields are module-specific. Ensure you're working in the correct module, and verify you have appropriate permissions to access the desired data.

Q: The Simple Tag appears in the wrong location on my printed report. A: Use the "Tune" option to reposition the block within the form layout, then generate a new test report to verify placement.

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