Create mobile forms with Form Builder in the Skedulo web app

Overview

Skedulo Pulse Platform administrators can create up to 40 mobile forms using the web-based Form Builder for their Skedulo Plus mobile application.

Create a new Skedulo Plus form

Follow these steps to create a new Skedulo Plus form:

1. Navigate to Settings > Mobile app configuration > Mobile forms in the Skedulo web app.
2. Click Create form in the upper-right corner of the page.
3. The Create new form modal appears. Select the following options that meet your requirements:

• Basic form: Select this option if you don’t have an existing object to associate with the data.
• Form with data mapping (Beta): Select this option if you have existing data schemas to link forms to their existing objects and fields.

Basic form

The Basic form option allows you to create a standard form with basic objects and fields.

For forms created using this option, you can see the responses in the Responses tab in the form details.

Continue to do as follows:

1. Complete the form details:

   
   • Form title(Required): This is the title or name of the form that mobile users will see in the Skedulo Plus app.
     • The form title character limit is 38.
     • The form title can include alphanumeric characters, spaces, and special characters. It must start with an alphabetic character.
     • The form title can be edited after the form is created.
   • Form description(Optional): The form description. This appears underneath the form title in the Skedulo Plus app.
   • Form type: Where the form is to be shown in Skedulo Plus.
     • Job form: The form will display on the job screen in the Skedulo Plus app.
     • Global form: The form will display on the More screen in the Skedulo Plus app.
   • Display order: Where there are multiple forms shown in the same location, the display order determines the order in which the forms are shown. The lower the number, the higher it appears in the list.

2. Click Create when you have completed the form details.

   The form is created as a draft to be edited and configured using the Form Builder.

   You can see the responses in the Responses tab in the form details.

   

Form with data mapping (Beta)

In addition to creating a standard form using new data, you can also create new forms with data mapping.

Custom data mapping is currently a Beta feature that allows teams with existing data schemas to link forms to their existing objects and fields.

Continue to do as follows:

1. On the Create form screen, choose the Data Mapping options that meet your needs:

   a. Create new records: Link the collected data with a custom object. Each time a resource submits a response, a new record for the selected object will be created.

   b. Update job records: Link the collected data to the Jobs object. This option will create a Job form and allow resources to update the custom fields of the job they are working on.

   

2. Click Next to go to the next screen.

3. On the Form details screen, complete the form details.

Refer to Basic form.

a. Below is an example of the Create new record option:

b. Below is an example of the Update Job Record option:

4. Click Create.

   The form is created as a draft to be edited and configured using the Form Builder.

Edit the form details

1. After a form has been created, you can edit the previously created fields in the Form Details tab by hovering over the field and clicking the Edit button.

   

   The only field that cannot be edited is the Form type. If you need to change the type, you will need to create a new form and delete the old one.

2. Edit the Form settings. To do this, hover over field value and click the pencil icon that appears.

   • Select a form submission option: Select the number of responses that a resource can submit from the following options.
     • Single submission (allows users to review and edit their response)
     • Multiple form submission (allows users to submit responses multiple times, but submissions cannot be reviewed or edited)
   • Visible for job types: Specify which job types or resource categories the form is visible to.
   • Required for job completion on types: Specify which job types or resource categories must have the form completed before the job can be completed.
   • Mobile display order: Specify the order the form must appear relative to other forms of the same type.
   • Prevent form submission on job statuses: Select the job statuses for which resources must not be able to submit forms.

3. Click Save when you have completed your form edits.

Control the number of form submissions and ability for resources to review and edit their submissions

In the form settings, it is possible to configure the number of form submissions that mobile users can make, and with that, control the ability to review and edit submissions. The steps to achieve this are included in the section above. This section details the default behavior and implications for each setting when used on job and global forms.

Job forms

• Default behavior: Single submission is the default value for new forms. For existing forms, the default value is Multiple form submissions (existing behavior).

• If Single submission is selected: On a given job, a resource can submit only one response for the form. The resource can review and edit their response after they have submitted the form.

• If Multiple form submission is selected, resources can submit any number of responses; however, they will not be able to view or edit their responses after submission.

Global forms

• Default behavior: Multiple form submission is the default value for all forms.

• If Single submission is selected: On a given job, a resource can submit only one response for the form. The resource can review and edit their response after they have submitted the form.

• If Multiple form submission is selected, resources can submit any number of responses; however, they will not be able to view or edit their responses after submission.

Restrict when form responses can be submitted according to the job status

This setting allows admin users to define the job statuses that resources cannot submit the responses. To configure this, go to Form Details > select all job statuses you want to prevent form submissions.

This enhancement allows greater control and precision in managing form submissions, ensuring that responses are only collected when they are relevant and needed.

To control when forms can be submitted, follow the steps in the “Edit form details” section above and select the job statuses required for which resources must not be able to submit forms.

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