Often in a data collection task there is a need to take a photographic record of a scene or to take a picture of a person. Using TaroWorks you can store a picture from your device and upload it to your Salesforce instance. The picture can be from either the built-in camera or attached from the device’s storage.
This document will detail how to add a Photo Question to your form and how to answer it in the device.
How to Add a Photo Question
Edit an existing draft form or start a new one. Go to the Question Builder tab.
On the left margin, click Photo (red arrow) to add the question to the bottom, or click and drag it to insert into your form.
Enter a Caption. Add Supporting text and check Required as desired.
Click Save to save the section.
Scoring
Scoring is not available for Photo questions.
Logic
You can set show/hide logic for a Photo question as normal.
Photo can be used as condition for other questions. It can be either answered or not answered.
Field Mapping
Compatible field types for mapping are:
Text; and,
URL (this is recommended)
Note that this maps the link to the image stored on the salesforce instance, normally that can only be accessed by someone who is logged into your instance.
There is a bug that currently allows the user to pass values from fields in the Hierarchy Drill Down into a Photo question. This should be avoided as it can crash the Android app.
How to Answer a Photo Question in the Device
When you reach a photo question, you have the option to take a picture or choose an image from your device memory by pressing the corresponding button (see below.)
If you press the “Take Picture” button, your device’s camera interface opens. (This is different for each device and you can change any settings such as resolutions, flash or filters.)
Press the shutter button and then you should have an option to Save/OK the picture or Discard/Rentry it. Press Save/OK.
A thumbnail image will appear under the buttons, you can then proceed to answer other questions. This is the image that will be sent to your Salesforce instance upon sync.
If you pressed the Choose Photo button, a dialog box appears and asks if you wish to choose pictures from the File Manager or the Gallery (see below).
Find and select the image file. The image will be displayed under the button as a thumbnail. Continue with the data collection task.
How to Add a Live Photo Question
Starting TaroWorks 7.4, you can prevent Mobile Users from reusing old photos or photos from the Gallery to ensure that the submitted photo was collected when the rest of the Form data was collected.
Edit an existing draft form or start a new one. Go to the Question Builder tab.
On the left margin, click Photo (red arrow) to add the question to the bottom, or click and drag it to insert into your form.
Enter a Caption. Add Supporting text and check Required as desired.
Check Require live photo
Click Save to save the section.
How to Answer a Live Photo Question in the Device
When you reach a photo question, you have the option to take a picture by pressing the Take Photo button. There is no option to choose an image from your device memory (see below.)
If you press the “Take Picture” button, your device’s camera interface opens. (This is different for each device and you can change any settings such as resolutions, flash or filters.)
Press the shutter button and then you should have an option to Save/OK the picture or Discard/Rentry it. Press Save/OK.
A thumbnail image will appear under the buttons, you can then proceed to answer other questions. This is the image that will be sent to your Salesforce instance upon sync.
How to save Photos in Google drive
Starting TaroWorks 7.5, you can save synced photos to Google Drive in addition to saving them in Salesforce.
Edit an existing draft form or start a new one. Go to the Question Builder tab.
On the left margin, click Photo to add the question to the bottom, or click and drag it to insert into your form.
Enter a Caption. Add Supporting text and check Required as desired.
Scroll to Advanced Operations, under (Optional)Media Upload Folder GDrive Link, add the Google Drive folder link to store & sync the photo in Google Drive.
Click Save to save the section.
Notes:
Large images will be automatically changed to lower resolutions to save time on sync.
The image is actually stored as an attachment inside the submission record generated by the form.
You can press and hold the picture to get the Remove Response option, you will be asked to confirm once more. Caution: that this cannot be undone.
When Require Live Photo is checked, Open Camera can bypass and allow the mobile user to select photos from the gallery.
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