Forms - Overview

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This lesson will give a quick overview of the form creation system.

The forms benefit an business in two ways:

1. They allow questions to be asked in an organized format with organized answers.

2. By incorporating those answers to a template you have a consistent presentation of those answers to your client or for your record.

This is the Form creation wizard

This is the Form creation wizard

Forms are fully customizable to record the information you require.

Form Fields

Form Fields

Form Name is the name which the form will be called.

Badge Name is what the badge will be called that links to this job, all new forms will be created as badges. This makes it easy for you to tell your staff which form to complete on what job, its also great reminder for your staff to complete it.

Badge Requirement allows you to mandatory complete the form either during the check-in or check-out, or just optional.

Form Template is the document template that the answers will be pre-populated into.

Question Details

Question Details

Question: this will be displayed on the app and tells the user what question to answer.

Template Field Code is the field that links a template to the answer of this question.

Additional Details: This is displayed under the question on the app, it will not be sent to the template.

Mandatory: When ticked, makes the question compulsory.

Question Type: This defines the kind of question you are asking.

Question Types

Question Types

These are the available question types.

Conditions

Conditions

Conditions allow question's to be skipped based on the answer of a previous question.

To learn more about the creating a form from scratch to finish, please check out this video tutorial link.

 

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