Capture Templates

Capture is MinuteView’s configurable form tool. Administrators use it to design reusable form templates (Capture templates) that can collect data, trigger workflows, and—optionally—display associated model/drawing files directly alongside the form fields.

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What You Can Build

A Capture template can include a wide range of field types:

• Text boxes / text areas
• Picklists
• Date / time inputs
• Checkboxes, switches
• (And other supported custom inputs)

You can also attach permissions and model viewing to a template.

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Creating a Capture Template

1. Go to Console → Capture (Templates).

2. Click Create New Capture Template.

3. Set the basic properties:

   • Name – Display name for the template.

   • Submission Type – Choose one of:

     • Submit – Single Submit button.
     • Approve / Reject – Two buttons: Approve and Reject.

4. Add and configure fields (labels, defaults, validation, etc.).

5. (Optional) Enable Model Viewing and select the appropriate service account to access the source file.

6. Configure Permissions:

   • Require Login – If enabled, users must log into MinuteView to access the form.
   • Restrict by Roles – Limit visibility/use to specific roles.

7. Save the template.

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Layout with Model Viewing

When model viewing is enabled:

• The left pane shows the referenced file (e.g., a drawing).
• The right pane shows the Capture fields. This allows users to review the file and enter data/decisions in a single interface.

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Event Handlers & PowerShell

Capture supports four PowerShell event hooks. Which ones are available depends on the submission type:

• OnLoad (always available) – Executes when the form loads.
• OnSubmit (Submit type only) – Executes when the single Submit button is pressed.
• OnApprove (Approve/Reject type only) – Executes when Approve is clicked.
• OnReject (Approve/Reject type only) – Executes when Reject is clicked.

Each handler can run its own PowerShell script to perform actions (e.g., start workflows, update data, send notifications).

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Authentication Options

• Unauthenticated (Public) Form: If Require Login is off, anyone with the URL can access the form.
• Authenticated Form: Requires MinuteView login. You can further restrict access by role.

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Best Practices

• Choose the Right Submission Type: Use Submit for simple data collection; Approve/Reject for review/decision flows.
• Validate Inputs: Add field validation to prevent incomplete or malformed submissions.
• Secure Model Access: Ensure the model-viewing service account has least privilege and valid credentials.
• Leverage Handlers: Centralise logic in event handlers instead of spreading it across multiple places.

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See Also

• Service Accounts – Needed for model viewing or external integrations.
• User Management – Assign roles that gate access to specific Capture templates.
• Automations / Workflows – Link Capture submissions to automated processes.