The form builder allows for the creation of forms in various areas of Commusoft that creates a customised mobile experience when gathering information.
The form builder can be used to create:
JMS:
Job report workflows
Job arrive workflows
Custom forms
Sales:
Arrive workflows
Survey templates
Some options detailed below are available for building specific types of forms.
Pages
➡️ Add new page
The first step on any form builder is to add a new page.
Page type: Choose the page type form the dropdown.
Standard: Create a blank page, most commonly available page type.
List: Create a list of items; on a custom form this can be used to list assets.
Engineer signature: Preconfigured with inputs required for a basic user signature page.
Customer signature: Preconfigured with inputs required for a basic customer signature page.
Page name: Name your page as it will be displayed when the form is completed.
Save the page details.
Once a page is created, you can drag and drop options from the left menu to create fields.
Sections
Use sections to group related questions.
➡️ Drag and drop a Section to the page
Section name: Enter a name for the group of questions.
Save the section details.
Example
Create a section called Final checks with a group of fields that should be completed last.
Input Types
Use input types to build the fields the mobile user will complete when filling out the form.
➡️ Drag and drop an input type onto the page > Complete the side panel > Save
The form builder will auto-save periodically.
Input: A free type text area to enter short, basic notes.
Number: A whole number can be entered; the mobile app will display a number pad.
Text area: A free type box text area for detailed notes.
Date: Record an accurate date format; the mobile app displays a calendar for input.
Time: Record an accurate time format; the mobile app displays a clock for input.
Toggle: Provide options cycle through in the mobile app; ideal for simple, single response fields.
Checkbox: Multiple choice check boxes; user selects all options that apply.
Single checkbox: One checkbox; ideal for simple confirmation fields.
Radio: Provide options for the mobile user to select a single response; ideal for two or 3 options.
Dropdown: Provide a list of options to select a single response; ideal for fields with many possible responses.
Input with selection choices: Provide a selection of options for common responses to a field along with an input text area for any uncommon responses.
Plain text: A display-only field, displaying the entered text without any possible response; ideal for providing instructions within the form itself.
Decimal: A decimal number can be entered; the mobile app will display a number pad.
Signature: A box to draw a handwritten signature.
Photo: Add a number of photos to the form; set a maximum up to 3 per field.
Non-editable input: A read-only field that applies the current user's name from the user's profile.
Preset input types
➡️ Drag and drop a preset input type > Complete the side panel > Save
Several toggle fields with preset options are provided to expedite form creation.
Yes/No
Yes/No/N/A
Good/Fair/Poor/N/A
Pass/Fail/N/A
Compliant/Non-compliant/N/A
The input type used for the preset options cannot be changed. You will need to create the field manually to use another type.
Input details
When selecting input types, the side panel will show fields for entering details. The available options may vary based on the form type.
Field help text: Add green help text to explain the field usage or any helpful information for the user.
Required: Makes the field mandatory, preventing moving to the next page or completing the form without a response.
Copy onto invoice: Enable copying the field to the invoice details when the user selects Copy engineer feedback.
This is not added to the invoice details automatically, the user must select to copy the feedback.
Appear on job report: Adds the field and response to the engineer feedback on the job report PDF, if enabled in the report PDF settings.
Additional Configuration
After saving an input type, you can configure them with further options depending on the input type used.
Measurements: Add one or more units of measurement (e.g., cm, kg, °C). If multiple measurements are provided, the user will select one from a drop-down list.
Defaults: Set a default answer for commonly chosen responses.
Validations: Configure a regular expression for the input to ensure the data entered is in the correct format, including:
Email address validation
Date validation
Custom patterns for advanced use cases
Dependencies: Configure an input or section to that display based on a trigger question.
Example
If the question Is there mould present? is answered Yes, a section with follow-up questions can be displayed to prompt the user to complete detailed inspection fields.
Dependencies cannot be created for an entire page.
Delete: Remove the field.
Type Delete > Delete
Drag and drop the fields to rearrange the order after you've added an input to a page.