Creating Forms

Forms can be: Checklists, Procedures, Training, and Notes.  All of these forms can be created from the dashboard from scratch or by modifying any of the provided templates.

Starting Out

From you dashboard, click the Forms button on the left.  The Forms page will start by looking like the example below.  The Forms page will have a default folder called Default Forms and a single form called Welcome to Mobilist. The frame around the folder indicates that the forms shown on the right are inside the folder.


Since you signed up as your account administrator, known as the Team Captain, you will receive an email welcoming you and asking that you go to the app store and load the Mobilist for Team Members app.  Once loaded, launch the app and you will see the Welcome to Mobilist form as shown below.  Click on the Welcome to Mobilist form and follow the instructions.


Once you have complete the form and Saved the answers, go to your account and view the Submissions.  Clicking the Details button shows your responses along with a map of where the form was completed.

Add a Form

To Add a Form, click the Forms button on your dashboard.  Click the Add Form button and the Add Form page will load.

When creating a form fill out the name.  Since all forms must go into a folder this form will automatically go into the Default Forms folder.  You can create custom folders and rename any folder.

You have the option of saving submitted forms on Mobilist which is recommended.  If you elect not to save a form to Mobilist, provide an email address on the next line where the submitted form should be sent.  If no email address is provided and the form is not saved on Mobilist, it will be lost.  Click the Add Form button, then the Add Question button. 

The Page Builder will appear as shown below.  Notice that this editor has question text area on the left where text can be formatted and previewed.  Images can be added to the question text area to add clarity to any statement.  The right side of the page editor has check boxes which allow pages to react differently.
Create an Information Page

An information page provides text on the mobile app screen and optionally reads that text to the Team Member.  To create an information page type the text in the question text area of the page editor and do not check any of the check boxes on the right.

Also on the Information Page will be a Next button.  Pressing the Next button take the mobile app to the next page.

Create a Comment Page

A Comment Page is any page where the Team Member is prompted to speak into the mobile device and the speech is converted to text and placed on the mobile app screen.  To create a Comment Page, type the question text on the left, and click the Comment checkbox on the right.

The Mobile app will read the text.  Clicking the blue Comment button displays a Capture Your Answer screen, after speaking into the mobile device, the Done button is clicked.  The last screen shows the answer converted to text.  If the answer needs to be changed, click the Change button.  If the answer is correct click the Next button to go to the next page.

Create a Photo Page
If the Photo checkbox is checked, the page will look like the following.
The text to voice will say “Take a photo”.  Click the blue Take Picture button, take a photo, click the Use Photo button. The photo will show on the next page.  If you want to delete and take another photo, click the Change button.  If the photo is ok, click the Next button to go to the next page.

The app page will look like the following.  Click the bluce Scan Barcode button, focus the camera on the barcode.  When acquired, the app will go to the next page where the barcode is displayed.  If incorrect, click the Change button and repeat the process.

Create Quick Answer Page

If you want the mobile app to present only specific responses, this is done by placing them in the Custom Buttons area.

The mobile app page is shown below. The first page provides specific buttons, clicking the 7 foot button moves the app to the next page where the 7′ is shown.

Notice that after selection, the Team Member is allowed to change the entry by clicking the Change button.

Create Multiple Comment, Photo, and Barcode Pages

Repeat pages can be made by checking the Multiple Answer check box.  The example below is for multiple comments.  This page can be a single page form or at any place in a multiple page form.

The mobile app will appear as shown below.  The question is asked with a Comment button to allow a verbal response.  Click the Comment button, provide a comment, click the Done button and the page will add you comment as text. From this page there are three options, a Change button to change your response, a  Provide Another button to give and record a second response, and a Next button.  In this case the Provide Another button was chosen and another response was provided.  Again the same three buttons are provided.  Any number of separate can be given and recorded by clicking the Provide Another button.  When finished, click the Next button to move to another page.

Change the Order of Pages

To change the order of form pages, grab the double arrows on the upper left and drag the page to another position. If you only want to move the page one up or one down, click the large up or down arrow.

Other Controls

The Preview button allows previewing the text and photos added to the Question Text area of the Page Editor.
The Remove Question button removes the single page.
The Add Question button adds another page editor for an additional page.

At the bottom of the Forms page show the following buttons:
The Save Changes button saves the entire form and takes you back to the start of the Forms section of the dashboard.
The Cancel button cancels any changes made to the form and takes you back to the Forms section of the dashboard.
The Deactivate button prevents the form from being shown on Team Member mobile devices, but allows for later activation.
The Delete button deletes the entire form permanently.

Note that the Forms page shows Active and Inactive forms.  The arrows at the top of the column allow for sorting by active or inactive forms.