Use the form builder to create a form template that workers complete in the Assignar mobile app. Once built and published, the form will appear on workers' phones for them to fill out and submit from the field.
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Before you start
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Step 1: Create a new form
- Go to Field Data > Forms and click the Templates tab.
- Click + Add new in the upper right.
- The Settings panel opens on the left. Enter a Form Title.
- Click Save (top right) to create the form.
The New Form Template screen. Enter your form title in Settings on the left. The preview panel on the right shows how the form will look to workers. Click Save to create the form.
Step 2: Configure your settings
The Settings panel lets you configure how the form behaves. Click Settings in the top right to open or close it. You should close it when adding questions so you can see the full form builder.
| Settings | Description |
| Form ID | Automatic number given upon creation. |
| Form Title | The name workers will see in the mobile app. |
| Form Description | Optional description shown to workers before they start the form. |
| Notification Addresses | Email addresses that receive a copy of the form each time it is submitted or edited. These do not need to be Assignar user accounts. |
| Sort Order | Controls the order this form appears in the mobile app list relative to other forms. |
| Assign on Submit | The form result will be assigned to the specified Assignar user when submitted. |
| Status on Submit | Allows you to set the status when the form is submitted ie if it needs to be reviewed you could set to "Needs Review". Custom statuses can be added on the Form Statuses page. |
| Associate with | You can choose to associate a form to a client, project, asset, worker, or supplier. If you check one of these boxes whoever is filling out this form will be required to complete sections. (Autofilled if submitting against a allocation) |
| PO on Form Results | Will display a PO number on the form result if set in the order. |
| Activate Geolocation | Captures the location from which a form is submitted. |
| Timesheet Required | If checked and the form is against an order as a role form, the user in that role must fill out this form before completing a timesheet for the day. |
| Published | Toggle this on to make the form visible to workers in the Assignar mobile app. Toggle it off to hide the form without deleting it or losing any submitted results. |
| Make Editable | If checked form results will be editable after submission |
| Make Collaborative | If checked multiple employees will be able to contribute to the form on the same date/allocation. |
| Access Permission | Control access to specific groups of employees by entering user tags here. Only users with the tag will have access to the form. |
Step 3: Add questions
- Close the Settings panel to see the full form builder. Click + Add Question.
- Choose the question type from the dropdown.
- Enter the question text that workers will see when completing the form.
Click + Add Question to add a new question to the form. Choose the question type from the Field Type dropdown.
Each question will have some common settings that you can choose to configure
| Setting | Description |
| Remove | Click the |
| Copy | Click the |
| Expand/Collapse | Click the |
| Re-Order | Click and drag the |
| Required | If ticked, workers must answer this question before they can submit the form. |
| Weblink (URL) | Allows you to attach a link that workers can tap for additional information, such as a safety document or diagram. |
| Conditional | Shows or hides the question based on a worker's answer to a previous question. See Conditional questions in a form for details. |
| Multiple/ Multiple Answers | Only Question Groups and Image Capture has this option |
Step 4: Review in the preview panel
As you add questions, the Preview panel on the right shows exactly how the form will appear to workers on their phone. Check the layout and question order before publishing.
The Preview panel shows a live view of the form as workers will see it on their phone, including all association dropdowns at the top and each question in order.
Step 5: Save and publish
When your form is ready, publish it to make it available to workers in the Assignar mobile app.
- Click Settings (top right) to open the Settings panel.
- Toggle Published on.
- Click Save (top right).
Tick Published in the Settings panel and click Save. The form is now visible to workers in the Assignar mobile app.
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Save vs. Publish
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What happens next
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Things to know
- Changes to a published form take effect immediately for all workers.
- You cannot delete questions once a form has had results submitted against it. You can only add new questions to an existing form with submissions.
- If you use Access Permission tags, only workers with a matching tag on their profile will see the form.
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Email Notifications are sent every time a result is submitted or edited, not just on first submission.