Forms are a very powerful feature of CargoSnap, it allows you to replace paper documents for data-entry forms in your mobile app. You then have all information available in digital form, right away!
To create a new form, click “Global Settings” and then “Forms” in the platform (this feature is available for Administrators).
Click : + to get creative and make a form to suit your requirements:
To build a perfect form that is tailor-made for your process (or Workflow), you need to go through the following steps:
Give your form a name (e.g. Damage Inspection)
Start with the first field. There are many Field Types you can add to your form. They can be either guidance for your App users, or questions to collect the data you need. Then make your fields more intelligent (for example, set a "default value" or as "required) by completing the Options in each field.
Click "Add field" for more fields. You can also re-order the fields by drag & drop the icon on the left of each field bar
Complete the settings with your preference
Save and Done! Now you can use the form on App!
Field Types
1. For Guidance. The following fields can guide your App users to understand what is required from them
Header – create a Header explaining each sections within the form
Paragraph – create a Paragraph – a piece of text that gives a short explanation to the surveyor filling in the form
Separator – create a Separator – an extra line to separate each section of the form
2. For Data collection. These fields are what matter most: collecting information!
Text – type in (or use voice entry for) any text
Select – create your own selected written choices (e.g. "Blue" or "Red")
Checkbox – yes / no questions or any individual written choices
Number – any number, including a number of decimals (0 if none)
Date – choose a date and/or a time
Signature – get someone to draw something on mobile screen that resembles their signature
Snap – take a picture as a part of your form (example use: if damage is seen, then take a picture of such damage)
Options
Note that on each field you may set the following options:
Default value – pre-fill certain questions with the most likely answer, to help speed up the data collection process
Required – determines if the app user is required to fill in this field
Show in app and/or platform only – You can determine whether you need to display this field in the app and/or platform. Examples of using this can include a cost estimate of the damage, which may not be a question applicable for the surveyor filling in the form
Hidden (Conditional field) – make certain fields conditional on the answer of other fields. Imagine a question where you ask if there is damage, and when the user checks that, (and only then!) more questions open up to get more details about the damage.
To build a more intelligent form, read this article about this powerful feature!
Using the form on the App
Select the workflow where you want to use the form:
and now add the form to the workflow:
Now, the form is available in the workflow!
Note, you may also use the form outside a workflow.
Once you have created the form, you can now apply it to your chosen devices or teams. The steps are similar, so we only take "teams" as an example:
Go to "Teams" in the left Menu, choose the team that you think this form should be applied to. Go to "Advanced Settings" and "Manage Widgets" and then find "Forms" in "Choose widget" menu. Don't forget to save!
Then the App users of that teams need to reload their settings on their devices to be able to have access to forms.
Now, you will easily collect your data from the forms!