Mobile Form Templates

The Mobile Form Templates page is where you create and configure forms that appear on the mobile app. Forms can be started manually by the user or triggered to appear automatically based on events.

Note: For forms that require vehicle details to work, enable Force Vehicle Login and/or Force Login in Configuration > General > Global Setup.

Set up a form template

1. Go to Reports > Forms Module > Form Templates. Two tabs display: Your Forms and System Templates.
2. Choose a starting point: create from scratch in Your Forms, or copy from System Templates.
3. To copy a system template, select the template and click Copy Template (top right).
4. Click Your Forms and select the copied form (shown in orange — not yet enabled).

Alter the form

1. Click the form to view its details in the right-hand panel.
2. Click Edit Questions (bottom of the form info panel). The Question List displays.

3. Click any question to view its details. From the question detail screen you can change the question type, reorder questions, and configure settings.
4. To change the question type, click the question type field and select from the list. Update the answer options accordingly.

Each question detail screen includes the following settings:

• Question Number: Controls the display order of the question in the form.
• Skip Question: When enabled, the question is skipped in the normal sequence. Configure conditional jumping in the Advanced Settings tab.
• Requires Answer: The user must answer this question before proceeding.
• Enabled: The question only appears on mobile devices when this is enabled.

5. To configure conditional question jumping, click the Advanced Settings tab.

6. Click Add, enter the trigger answer in Selected Answer, choose the destination question in Jump to Question, then click Create. For example: if the user enters Damaged, they jump directly to Brakes - Check if OK.

7. To generate an alert when a specific answer is given, use the Generate Alert option in the Advanced Settings screen.

Apply the form

1. Review and set the form details on the main form page:
   • Title: Name of the form.
   • Description: Description of the form.
   • When to Trigger: When the form appears on the device (e.g., on driver login).
   • Link Report To: Link responses to the vehicle or user selected on the device.
   • Alert Email Address: Email address to receive alerts triggered by specific answers.
   • Customer Service Ticket Actions: Create customer service tickets based on form responses.
   • Enable Forms: Toggle to enable the form.

2. Select the permission groups the form will be available to.
3. Add data filters to specify when or to whom the form applies.

Notes

If a form is not appearing on the device, check the following:

• Is the form available to the permission group trying to access it?
• Has the user already filled out the form today?
• Is the user being forced to log in?
• Is the form linked to a specific user or vehicle?
• Is the form enabled?

Enable the form for one device

To restrict form access to specific devices rather than all devices:

1. Go to Configuration > General > Global Setup. On the General tab, scroll to Add-on Modules and disable the Enable Form Reports Module (Driver/Vehicle Checks) toggle. This turns the setting off globally.

2. Go to Transport > Configuration and Setup > Device List and click the applicable device.

3. Scroll to the Modules section and enable Allow Form Reports Module (Driver/Vehicle Checks).

4. The device now has access to form reports.