ChaarSuu ← geoCore

User Guide · Project Setup

Getting Started with GeoCore

This guide walks you through setting up and configuring a project in GeoCore. You’ll learn how to create projects, define metadata schemas, and organize your project documents effectively.

01

Adding a New Project

To begin, go to geocore.pages.dev.

Overview of the Login Screen

When you first arrive, you’ll land on the login screen. Use the login option at the top of the page to sign in.

GeoCore login screen
Fig 1.1   The GeoCore login screen.

Create a New Project

Go to the Project section and click the “New Project” button. A popup appears where you enter a Project Name. Once the project is created, select it to open the project view. As shown below, every new project follows the same layout.

Creating a new project
Fig 1.2   The project view for a newly created project.
02

Setting Up the Document Module

When you first open the document management module, there are no items to explore yet — so we’ll start with the settings. Under Settings you’ll find four options:

Note

Cloning means you only have to create a schema once, then reuse it across many projects.

Document module settings
Fig 2.1   The four setup options in the document module.
03

Updating / Setting Up the Metadata Schema

Selecting “Metadata Schema” from Settings opens a form builder with several options, including:

Metadata schema form builder options
Fig 3.1   The metadata schema toolbar and its options.
04

Adding New Fields to the Metadata Schema

Click the Add Field button to open the “Add Field” dialog box. The dialog offers several field types for recording data in any format you need — from standard text and dates to dropdowns and checkboxes. Two special field types, Contact and Multi-Contact, let you link to the project’s Address Book.

Text-Type Fields

After selecting a Text type, you can complete the field as shown:

Note

Text, Number, Date, and Time fields share similar properties — except that Min / Max is not available for Date and Time fields.

Text field properties
Fig 4.1   Properties for a text-type field.

Dropdown & Multi-Select Fields

After selecting a Dropdown (or Multi-Select) type, you can complete the field as shown:

Dropdown field properties
Fig 4.2   Properties for a dropdown / multi-select field.

Checkbox Fields

After selecting a Checkbox type, you can complete the field as shown:

Checkbox field properties
Fig 4.3   Properties for a checkbox field.

Special Fields

The File Upload option lets users attach additional files to a document being uploaded as metadata. The attached file carries no metadata of its own — it serves purely as a reference file.

After selecting File Upload, you can complete the field as shown:

File upload field properties
Fig 4.4   Properties for a file upload field.

Contact & Multi-Contact Fields

Info

Contact and Multi-Contact let users select one contact or multiple contacts, respectively, from the project’s Address Book.

After selecting Contact, you can complete the field as shown:

Contact field properties
Fig 4.5   Properties for a contact field.
05

Using the Form Builder within the Metadata Schema

You can update the form’s style at any time to make data entry easier. By default, all fields are listed in a single column in the order they were created. To change this, click the Form Builder.

Form builder overview
Fig 5.1   The Document Metadata Form Builder.

When you open the Document Metadata Form Builder, you’ll see the following options:

Form builder field formatting
Fig 5.2   Arranging and formatting fields in the canvas.

Try it: sample form schema

Copy the JSON below and paste it into the Form Builder’s import dialog to load a ready-made site-inspection form. Use it as a starting point for your own schemas.

sample-form.json
06

Setting Up Cascading Dropdowns

Cascading dropdowns let one Select field control the options available in another — for example, choosing Type of Record filters the list shown in Subtype, which in turn filters Sub Subtype. This section walks through the setup end-to-end.

Step 1 — Create the parent field

  1. Add a field and choose Select as the type.
  2. Enter the options using value:Label format, one per line.
  3. Save the field.
Creating a parent Select field with value:Label options in the Form Builder
Fig 6.1  Creating the parent Select field with options entered in value:Label format.

Step 2 — Add the child field

  1. Add another Select field.
  2. Leave the Options list empty — the child's options are supplied by the parent.

Step 3 — Link the parent and child

  1. Open the child field and enable Cascading Dropdown.
  2. Pick the parent field from the list.
  3. For each parent option, enter the child options in value:Label format.
  4. Leave the mapping blank for any parent option that should show no children.
Linking a child Select field to a parent with per-option mappings
Fig 6.2  Linking the child field to the parent and mapping each parent option to its own list of child options.

Step 4 — Add deeper levels (optional)

Repeat steps 2–3 with the child field as the new parent to build multi-level hierarchies such as Type → Subtype → Sub Subtype → Record Detail. There is no fixed depth limit; each new level cascades from the one above it.

Note

The system validates each cascade on save. It will warn if the chosen parent field does not exist or is not a Select type, so cascades cannot be linked to text, date, or numeric fields.