How to Create a Form
A form is an electronic document that is attached to a task. Employees fill out forms during or after having completed a task using either the X-GPS Tracker mobile app for Apple or Android.
Please note that forms can only be completed through our X-GPS Tracker mobile app.
How To Create a Form
1. To create a form, navigate to the 'Forms' tab by first expanding the 'Field Service' bar and then clicking on 'Forms':
2. Click the '+' button in the top left-hand corner:
3. You can then determine which fields you would like in the form by simply dragging components from the list on the left:
List of Components
- Text field
Insert information of any kind, for example, put a service name and its description.
- Checkboxes
The user may select one or several options from a list. It’s also possible to set the min and max number of checked positions allowed.
- Radio buttons
The component allows the user to select one option from a set.
- Dropdown
This component has the same functionality as “Radio buttons”, the difference is that here the variants are hidden in a dropdown list.
- Date
An employee can enter a date: YYYY/MM/DD
- Separator
All the components beyond the separator will be taken to the next page.
- Rating
Ratings allow mobile employees to put a mark. For instance, to evaluate the completed job. The users can also change stars number in settings.
- File
Allows employees to attach a word document or spreadsheet to the form being completed.
- Image
Employees can take a photo or attach an image from their photo album to the form.
- Signature
Gives the chance to get a signature from either a customer, supervisor or the employee completing the job/form
4. With each field, you can decide whether or not it is a required field by clicking the slider on or off. For example, if there is a field for 'extra notes', you may not want to have this required as sometimes there may not be any notes to add.
5. Extra settings: If you click the settings cog next to the form title, you will be given two options:
'Use by default when creating a task' - Assigns the form automatically to tasks you create in the future.
'Submit form only in the zone' - Limits the form so that it can only be submitted when the employee is in the selected area/s which are defined by custom created 'geofences'
To assign a form to an employee, please see 'How to send tasks to employees'
If you have any questions, please contact support on 1300 735 797 or email support@connectfleet.com.au
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