Forms are a very powerful feature of Cargosnap, as it allows you to replace paper documents with data-entry forms in your mobile app! You then have all information available in digital form, right away!
On your top bar menu, go to Forms. This is also the main page to view all your checklists and the history of submitted answers to each of those.
If you have an Admin role, you should also see the Create new form button.
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 form field. Each form can be either guidance for your App users or questions to collect the data you need. On your left side, you'll write exactly what the App user will see. When your form field is selected (highlighted in blue), you can set it up on your right side box.
To set your form field, you'll choose which field types you will add to your form, which can be the format of the answer you'll allow your App user to input, or you can use for structure resources to guide them (such as a header, a paragraph, or a separator).
Make your form fields more intelligent (for example, set a "default value" so it is already filled in the app; or set as "required" for mandatory questions) by completing the Options in each field.
Click "Add field" for questions. You can also re-order the form fields by drag & drop the icon on the left of each field bar.
Complete the settings with your preference.
Save and Done! Now you're able to add your form to a workflow and start collecting data!
Form Field Types
For Guidance
The following form fields can guide your App users to understand what is required from them, as you can build your form using them as structure resources.
🔠 Header – create a Header explaining each section within the form.
🔤 Paragraph – create a Paragraph, a piece of text that gives a short explanation to the app user filling in the form.
➖ Separator – create a Separator, an extra visual line to separate each section of the form.
For Data collection
These fields are what matter most: collecting information!
🔡 Text – type in (or use voice entry for) any text. Full keyboard available in the app.
📥 Select – create your own selectable written choices, a dropdown of options as suitable to your operation (e.g. "OK" or "Not OK"; a list of customers; a list of damages, etc).
☑️ Checkbox – a validation, verification box for yes / no questions.
🔢 Number – any number, including decimals (0 if none, or many as suitable, just set the amount). Only the numeric keyboard is available in the app.
🗓️ Date – choose a date and/or a time.
✒️ Signature – get someone to draw something on the mobile screen that resembles their signature.
📸 Snap – take a picture as part of your form (for example: 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 to the App user filling in the form; but to someone back at the office to fill in the platform later.
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
Your checklist might be a part of a bigger process, which besides filling out a form, also requires taking pictures, recording a video, scanning a document, and so it goes. To put it all together and make it available to the App user, you can add your form to a Workflow.
To do so, on your top bar menu, click the Workflows page, choose which workflow you would like to add the form as a step in; or start creating a new workflow to include this new form.
☝️ Note: you can also create a form by selecting the step type "Form" when you're building your workflow. Read more here.
Now, you will easily collect your data from the forms!