Customizing Forms

Arkit lets you customize some forms to allow tracking a variety of data that might be unique to your business, projects or process. Only users with the Administrator role can customize forms for your organization.

Forms

To customize forms, click Settings, and then click Customize Forms. Select the form you want to edit from the dropdown menu. Any customizations will apply for all users and all projects in your organization.

There are eight forms you can customize:

Primary Project Details - the most important information used to organize your projects, displayed at the top of each Project Summary. This data can also be searched, and some can be used in the Project Filter. Common uses include details like project types, phases, categories, classifications, project start or end dates, and more.

Additional Project Details - secondary information about your projects, accessed from the link in each Project Summary. Common uses include details like site and facility information, contacts and addresses, legal and licence data, and more.

Budget Information - details about each project budget, entered when adding or editing a budget. Common uses include details like AFE numbers, account codes, working interest, scope of work information, and more.

Cost Information - details about each cost, entered when adding a Daily Cost Report or editing an individual cost. Common uses include details like cost types and categories, ticket and invoice numbers, contractor and vendor names, descriptions of work, and more.

Task Information - details about each project task, entered when adding or editing a task. Common uses include details like, task assignee, start date, due date, and task description.

Site Drawing Information (Markers, Areas, Lines) - details about each of the three types of site features drawn on the map. Common uses include details to identify and explain the feature, track its placement or history, or record associated scientific or technical data.

Fields

In each form, you can add, edit, reorder and delete fields. To add a new field, click the blue Add New Field button, and choose the field type. To edit an existing field, click Edit on the field.

To reorder fields in a form, click the multi-arrow icon and drag the field up or down. (Note: reordering fields is not supported in Internet Explorer 9). Some fields are required by Arkit, and display a lock to indicate that they cannot be edited, moved or deleted.

WARNING: If you delete a field, all data that has been entered into that field, across all your projects (active or archived) will also be permanently deleted. Before deleting any important fields that might contain data, we recommended that you first export a project list from the Dashboard as a backup.

Types of Fields

There are six types of fields you can use in your forms:

Short Text - Lets users enter single-line, text-based data

Long Text - Lets users enter multi-line, text-based data

Number - Lets users enter any kind of numerical data

Currency - Lets users enter numerical dollar amounts

Date - Lets users record a date with a day, month and year

Choice - Lets users choose from a dropdown of pre-set options

 

Each field can be customized with some important information:

Field Name - a label used to identify the field

Default Value - data to be automatically pre-populated in the field

Hint Text - an explanation or instruction about the purpose of the field

Required Field - whether users are always required to fill in the field

Number Type - (for Number fields) whether to display a decimal

Choices - (for Choice fields) the list of options available to choose from

Use As Filter - (for Choice fields in the Primary Project Details form) whether the fields' values should be shown in the Project Filter