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How to create a form

To make a new form:

  1. Start “Tasks” app
  2. Open “Forms” module
  3. Click on the “Add form” button
adding-form

Name and describe the created form. By clicking on the pinion symbol on the right side, you can turn on/off the following options:

  • Use as default
  • Submit forms only in the zone
Form settings

Using various sets of components you can create a form for any scenario. Fileds can be easily changed, copied or deleted. Each component field has a “Field required” switch button. When this button is switched on, the user will not be allowed to close the form without filling in the required component.

  • A list of components

    Text field

    The component is meant for inserting information of any kind, for ex., you can put a service name and its description.

    Checkboxes

    The component is aimed at choosing one or several options. You can also set the min and max number of checked positions allowed.

    Radio buttons

    Here you can choose one option from the list.

    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 use it to add the date to the form: YYYY/MM/DD

    Separator

    All the components beyond the page break will be taken to the next page.

    Rating

    Ratings allow a mobile employee to put a mark. For instance, to evaluate the product shelf placement. You can also change stars number in settings.

If you have more questions please contact our support team

Contacts

USA: +1 858 815 9045

Mexico: +52 334 1642158

UK: +44 808 1641499

Germany: +49 1573 5988250

Russia: +7 495 223 0427

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