Create a model with Ermeo

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1. Qu’est ce qu’un modèle ?

A model is a set of bricks that can be reused in several forms. It allows to optimize the information common to several forms.

Models have many advantages:

  • Not having to set the same information several times for several forms
    • Time saving in setting up
  • Standardize the information requested from the field operator so that he can find his way around the different forms
    • Improved user experience
    • Standardization of collected data
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Note A model is not a form as such: it is a component of a form. Thus, the model alone is not visible on the mobile application: it is only visible through the forms that contain the model.

2. How to use a model?

We are going to create a model named "Operator Information".

This model should allow you to fill in the following fields:

  • Operator name
  • Operator's last name
  • Place of intervention

This model will then be inserted into the "Engine Maintenance Record" form.

If you then create new forms, you can insert the "General Data" model into these new forms.

Here are the steps to create a model:

  • In the Documents tab, create a new document
  • Define the name of the model (here "General Data"). For the type of document, choose "Model". A model is represented by an orange symbol next to the form name. You can then click on "Create a document".
  • Click on "Open in the studio".
  • We will insert the different building blocks that make up our form.
    • Drag and drop a text block. Name it "Operator's name".
    • Drag and drop a text block. Name it "Operator's last name".
    • Drag and drop a GPS block. Name it "Place of intervention".
    • Make the model active and click on Publish

Here are the steps for using a model:

  • Open the "Engine Maintenance Sheet" form and then click on "Open in Studio" to edit the form.
  • Drag and drop a model block at the beginning of the form.
  • Choose the "General Data" model from the list of models.
  • Your model is now inserted in the "Engine Maintenance Sheet" form.
  • You can remove the boxes containing the operator's data in the rest of the form (section 2). The inserted Model block will allow you to have blocks recording the operator's data.
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Note If you want to make changes in the "General Data" model only for the "Engine Maintenance Sheet" form, you will need to convert the model into a section.