Using Buckets in Forms

📄 Using Buckets in Forms
 

Buckets can be integrated into Ontraccr forms to allow users to select from custom datasets and auto-fill related information. This functionality is useful for narrowing selections (smart filtering) and pulling structured data into forms.

🧭 Where to Configure Buckets in Forms

1. Go to Documents & Forms
2. Choose an existing form or create a new one
3. Navigate to Step 2: Fields

🧩 Step 1: Add a “Choose One or More” Field

1. Click Add Field
2. Select the field type: Choose one or more
3. Give it a title (e.g. “Contract”, “Highway Stretch”, “Checkpoint”)

📦 Step 2: Set the Field’s Data Type to Buckets

1. Under Data Type, select: Buckets
2. A new option will appear: Select your bucket type
3. Choose the appropriate bucket from the list of available custom buckets in your account

✔ This links the field to a specific bucket (e.g. “Contracts”)

✔ The form will now pull from the entries stored in that bucket

⚙️ Step 3: Save the Field

Once you've selected the bucket and set up the title:

• Click Save
• This bucket field is now active in your form and can be referenced by other fields

🎯 Step 4: Use Attributes to Auto-Fill Fields

You can dynamically pull data from a selected bucket item into the form using attributes.

To add an attribute field:

1. Click Add Field
2. Select Attribute

Configure the attribute:

• Scroll to the bottom and select Buckets as the attribute source
• Choose the specific bucket to pull data from
• Two more options will appear:
  • Select the attribute (e.g. address, site name — based on fields you created in the bucket)
  • Link to field — choose the “Choose one or more” field you created earlier

✔ This links the attribute field to a bucket item dynamically

✔ When a user selects a bucket entry, the corresponding attribute (e.g. address) will auto-fill

🧾 Example: Daily Summary Log

You might want to:

• Select a customer
• Then select a contract (bucket)
• Then auto-fill the contract’s address using attributes

This setup requires:

• A "Choose one or more" field linked to the Contracts bucket
• An attribute field pulling the address from the selected contract
• Linking the attribute to the previous field

🧾 Summary

• Forms can include fields that pull directly from bucket datasets
• Use a “Choose one or more” field with a Bucket data type
• You can pull in specific attributes from the selected bucket entry (e.g. address, GPS location)
• Use “Link to field” to make attribute fields dynamic based on previous selections
• This setup enables dynamic data injection and context-aware selections in forms

Using buckets in forms makes it easier for users to select the right records and pre-fill forms with relevant, structured data.