Submit a Form Using the Mobile App
That will take you to the Forms Manager screen, which is explained later in this article, but for now click the
button at the bottom of the screen to go to the Form Editor and to begin filling out a new form.
1. Form templates list. Here you select the desired form to fill out.
2. Form description. An optional field to complete, and any text entered is used to distinguish this form from other forms of the same type when searching Completed forms in the Control Center.
3. Draft. Choose to save the form as a draft to edit at a later time.
4. Relationship. Any associations selected will cause the chosen employee, location, task, or asset to be associated to this form, and are used to distinguish this form from other forms of the same type when searching
Completed forms in the Control Center. It will also cause the form to be displayed in the Control Center on the completed forms tab in the location manager, task manager, employee manager, and ASSETS module for the selected association. Note: Be sure to select the associations BEFORE filling out the form as some fields will pre populate based on the associations selected (only fields that were mapped in the FORMS Designer will prepopulate).
5. Fill Out Form. Click here to go to the form
This is a an example of a multiple choice form. Simply select your answer from the multiple choice answers.
Required field(s). Any field which is marked with a red asterisk is required to complete before being able to save the form.
To see how to upload media on a form, see the following article:
Upload Media Using a Mobile Device
Click SAVE at the top right hand corner to save the form and place it in the completed list in the Forms Manager on the mobile device.
The Forms Manager allows you to synchronize, email, fill our another form or delete completed and partially completed forms.
1. Form search bar. Start typing the desired template, employee, location, task, or asset to perform a search of the completed forms list in the Forms Manager on the mobile device.2. Completed form list. To perform an action, check the check box of the form(s) and select the desired action from the options at the bottom of the screen.
3. Sync selected form(s). All selected forms will be synced to the Control Center.
4. Share selected form(s). Choose which method you would like to share selected form(s) including email.
5. Add new form. Click here to begin filling out a new form.
6. Delete selected form(s).
Related Articles
Creating and submitting a Form using the new mobile app
Introduction WorkMax Forms have never been easier to create and submit. We'll cover how to access form templates on the new mobile app and how to sync them. Prerequisites A Forms license, the new mobile downloaded, and applicable permissions to ...Submit a Form Using the Control Center
To submit a form using the Control Center, click FORMS, choose Submit, and then select the desired form from the drop-down list. After selecting the desired form, the form will appear on the right-hand side of the screen with the association's ...Emailing Forms in the Mobile App
To email a form using the mobile app, click the FORMS option after pinning in. This link will open up Forms Manager screen. Only completed forms are available to send in an email. To see how to Complete a Form refer to the article Submit a Form Using ...Form Items
Introduction Form items are the building blocks that you use to build forms. In this article we give details about each of the form items and how they can be used to build forms. To learn more about how to build forms, see Building Forms in the ...April 2021 Mobile
MOBILE APP: Version 1.41.4 - 04/13/2021 Mobile 1.41.4 is released to the App Stores. Here's what's new in this release. Fixed- Not all Form conditionals get removed once made visible and then reverted back based on the original answer where they ...