Forms V2

Create dynamic forms for your reps to be filled directly in the field. Use our robust form builder as a field data collection app, to create custom forms and collect field data with ease. Monitor and update field data, share reports, and keep track of field activities.

Create your first form

Navigate to Forms V2 module from the side menu , then click on Add Form

• Enter your form name (required)
• Enter Form Description (optional)
• Position : Defines the order in which the form will appear in listings. A lower number means a higher placement on the list
• Divisions : Divisions help you organize your survey by grouping related questions, making it easier to structure and manage complex surveys.
• Division Name (required) : Select a division name.
• Division Description (optional)

Available Fields

• Short Text: A single-line text field for brief answers.

• Long Text: A multi-line text field for detailed responses.

• Number: A field for numeric input, with options to set minimum and maximum values, and an "integer only" checkbox to restrict input to whole numbers.

• Date: A field to select a specific date.

• Date & Time: A field to select both date and time.

• Yes / No: A field for yes or no responses, with an optional third choice for "N/A." It also offers two styles: a checklist or a toggle switch for Yes/No.

• Signature: A field to capture digital signatures.

• Media:Allows users to upload or attach media files, such as images or videos. It includes options to force live photos (preventing uploads from the gallery) and to allow multiple media uploads.

• Phone: A field for entering phone numbers.

• Email: A field for entering email addresses.

• List: A dropdown or selectable list of predefined options, with the ability to allow multiple selections. Must choose from a predefined custom list set up within the system. Consult creating custom list section.

• Separator: A visual element to divide sections in the survey.

• Heading: A title or heading to introduce a new section or topic, with an option to add media, such as images or videos, as part of the heading.

• Product Barcode: A field to input or scan a product’s barcode. If a matching product is found, it will be automatically selected.

• Barcode Scan: Allows scanning barcode value directly into the form.

• Location: Captures the user’s current geographical location.

• Any field type can be set as required by checking Is Required? option

• Any field type can be set to a default value. Your field will be automatically filled with this prefilled value.

Conditional fields

Allows you to show or hide specific fields based on the user's responses, creating a dynamic and personalized survey experience.

• This feature applies to Yes/No and List fields, enabling you to show or hide specific fields based on the user's selection, creating a dynamic and tailored survey flow.

• Select the Yes/No or List field as the trigger.

• Navigate to the field that you want to display conditionally.

• Configure the condition by choosing one of the following options:

  • eq: Equals a specific value.
  • ne: Not equal to a specific value.
  • in: Included in a list of values.
  • nin: Not included in a list of values.

Print Settings

Customize the layout and formatting of your printed surveys from mobile device or from dashboard.

General Template Settings: Define the overall print template, including:

• Print Size: Choose between 3 inches or A4 paper size.

• Grid Column: Set the number of columns for your layout (1 or 2).

• Dimensions: Adjust the height and width of the print (default: 160).

• Align Logo: Position the logo to the left, center, or right.

• Header Settings: Configure the appearance of the header section.

• Header Label Font Size: Set the font size for header labels (default: 16).

• Header Value Font Size: Set the font size for header values (default: 16).

• Align Header: Align the header content to the left, center, or right.

• Division Settings: Adjust how divisions are displayed in print.

• Division Name Font Size: Set the font size for division names (default: 16).

• Align Division: Align the division name to the left, center, or right.

• Space Between Fields: Customize the spacing between fields to improve readability in the printed document.

Scoring Feature

To enable the scoring feature, simply toggle the Show Scoring switch at the top of the form screen. This will activate the option to assign scores to individual questions.

The scoring feature allows you to assign a numeric score to each question based on its type. For most question types, you can define an optional score. However, for Yes/No questions, you can assign separate scores for both "Yes" and "No" responses. Upon submitting the survey, the system calculates the overall score by summing up the scores for all answered questions. This helps in evaluating the responses quantitatively.

Completion Rules

To enable the completion feature, toggle the Show Completion switch at the top of the survey settings. This will activate the options to set minimum questions or score requirements for marking the survey as completed.

This feature allows each survey result to be tagged as "Completed" or "Not Completed."

• For each division, you can set a Min Questions to Answer for Completion, meaning the result will be marked as completed if the respondent answers the specified number of questions.
• If the scoring feature is enabled, you can also set a Min Score for Completion for each division, which specifies the minimum score required to tag the result as completed.

Form Results

To view the results of a form, navigate to the Forms V2 module. Next to each form, you'll see a Results button. Press this to open a table displaying all submitted results. You can filter these results by date range, client, rep, client tag, area tag, or by the latest result, allowing you to easily find and review the data you need.