Managing Locations
Overview
Field2Base Users with the Mobile Forms Administrator role can manage Locations for their Company from the Portal. Location details can then be used in Forms (only available in 7.0 and higher) instead of using Form Data Files to store location data. To access your Company's Locations, navigate to Admin > Locations.
Note: Locations are an additional feature that can be enabled on a per company basis. Please contact our Technical Support team if you have questions or would like to enable Locations for your account.
Viewing Locations
You can view all current locations for your company on the Locations page. Locations displayed can be filtered by Location Name, Location Type, Contact Name, Contact Email and Default Group.
You can download an Excel or CSV file of your filtered Locations by clicking on the corresponding button.
Creating a Location
1. Click on the Create Location button on the Locations page.
Note: If you want to create multiple locations at a time, you can do a bulk import using a CSV file by clicking on the Import Location button.
2. Enter the desired details for your location.
A. Name: Enter a location name (required)
B. Type: Enter a location type (optional)
C. Contact Name: Enter a contact name for the location (optional)
D. Contact Email: Enter a contact email (optional but does need to be in email format)
E. Contact Phone: Enter a contact phone number (optional and does not need to be any type of phone format)
F. Group: Choose a default group from the drop down of existing groups for your company (optional)
G. Requirements: Choose location requirements from existing location requirements for your Company (optional, multiple requirements can be added)
3. Click on the Create button to create your new location.
Editing a Location
You can edit the details for an existing Location.
1. Click on the Edit button next to the Location you wish to edit.
2. Edit any Location details as needed.
3. Click on the Update button to save your changes.
Deleting Location(s)
1. Check the Location(s) that you wish to delete.
2. Click on the Delete button.
3. Confirm that you wish to delete the Location by clicking on Yes in the pop-up window.
Location Requirements
Requirements are items or attributes that can be associated with specific Locations. For example, some of your Locations may require closed toe shoes, orange vests and hard hats. These items can then be pulled into your Forms when a User chooses that Location from a drop-down.
You can manage the Location Requirements for your Company by clicking on the Manage Location Requirements button.
The Requirements page displays all of the available Requirements for the Locations in your Company.
You can export a list of your Requirements in CSV or Excel format by clicking on the appropriate button.
Creating a New Requirement
1. Click on the Create Location Requirements button on the Location Requirements page.
2. Enter the name for your new Requirement.
3. Click on the Create button.
Renaming an Existing Requirement
1. Click on the Edit button next to the desired requirement.
2. Click on the Create Location Requirements button on the Location Requirements page.
2. Rename the requirement as needed.
3. Click on the Update button to save your change.
Deleting Requirement(s)
1. Check the checkbox(es) next to the Requirement(s) you wish to delete.
2. Click on the Delete button.
3. Confirm that you wish to delete the Requirement by clicking on Yes in the pop-up window.