APPS: Pro Forms feature

APPS: Pro Forms feature

The Pro Forms feature allows the App Admin to create various types of forms. The forms include simple Contact Us forms, to more complicated forms such as Mortgage Calculators, Grade Conversions,Inventory Managers, and more!

The data from the forms is easily searchable, sortable, and editable directly in the app. App Members can access and edit their data only. The App Admin can see combined or individual data sets from App Members. App Admins also have additional options such as exporting the data, and receiving the data via email.

In addition to a general overview, this documentation will provide you with instructions on creating a simple form, and a complex form. Creating both types of forms will enable you to learn the ins-and-outs of the Pro Forms feature.


Main Settings




Upon accessing Pro Forms you will see 4 tabs. Manage Fields, Manage Data, Design and Settings.


MANAGE FIELDS





The Manage Fields section is where you add all of the Fields for your app and to set the general settings for the respective form.


  • FRONTEND ADMIN EMAIL – The email address that the form data should be emailed to.
  • DESCRIPTION – The general purpose/description of the form as seen by the App Users.
  • DATE FORMAT – Select if you want your date format displayed as MM/DD/YYYY or DD/MM/YYYY
  • ADD SECTION – Use this function to separate your Form into different sections (ie Categories).
  • ADD FIELD – Click this button to add a field to your form. Upon clicking the button, you will then be given options to give the Field a name, and select the options for the Field, and to select the Field Type. 




  • Field Name – The frontend name that the App User will see. This will explain to the App User the type of information that should be entered in this section/field of the form.
  • This Field Is Required – Select this option if the App User must enter data for the respective field.
  • Enable Readonly – Use this option if you do not want the App User to be able to edit the field. This option is useful for fields that contain calculations.
  • Enable Hidden – This option will hide the field from the App User. This is another option that is useful for fields that contain calculations. Often, you may not want the App User to see fields that are calculating data that is entered on the form. In these cases you would use this option.

Available Field Types

Below is breakdown of the various field types available to you.



Email

Use this field for email addresses.



Number

This should be used when only numbers should be entered. This field also works with the Formula field.



Date/Hour

Use this field for Date and Time entries



Geolocation

Location stamp field when you need to capture the location of the App User.




Address

Use this field if you want the App User to enter an address, and have the form to retrieve the longitude and latitude information (for the entered address).



Checkbox

Useful for Yes/No option fields.



Radio

Use the Radio field when you need to capture more than one option for a question.




Drop-Down

This Field type should be used when you want the App User to select from a list of options



Image

The Image field enables the App User to upload a picture to your Form.



Anniversary

A Date field but without the Time.



Birthday

A Date field but without the Time.



Phone

 A Phone Number field that adds the country code



Signature

Enables App Users to obtain a signature on the Form




Bar/QR Code Reader

Enables the App User to scan barcodes and QR codes




Formula

Enables you to perform calculations on the Form based on inputs from the App User.

A detailed explanation of this feature is explained further in this documentation.




My Account

When using this field type the App User’s Name and Email address is automatically added to the Form and can’t be edited. When using this field type, do NOT select any of the available field type options.




Click Wrap

This field type enables the App Admin to add Privacy Policy or Terms of Service document to a form that the App User must agree.




Hyperlink

The Hyperlink field type enables the App User to enter a url




Auto Increment

This field type enables the App Admin to add an “ID” type field to a form that will automatically increase in number. A detailed explanation of this feature is explained further in this documentation.

After selecting the Field type, click OK to save your choices.



MANAGE DATA





The Manage Data section enables you to to download your data, and/or to remove submitted records of data. You can Filter the data by entering an Email or Name. You can also filter the data by using From and To date Fields.


To Download the data, simply click the Download CSV button on the right-hand-side of the screen. When downloading the data, it would be useful to see our instructions on opening the CSV file.

If you want to Delete a Record, click the Remove button to the right of the record.


SETTINGS


ADD RELATION – This function is currently disabled (works with a future addition to Pro Form).

DISABLE EMAIL – If this feature is enabled, upon the App User submitting their form, the results will not be emailed. This option is useful for calculator type forms, etc where the App Admin don’t need the results of the form submissions.

HIDE SAVE – If enabled, then the form record can only be submitted. There won’t be an option for the App

User to save the record and make continuous changes.


FORMULA FIELD TYPE

As previously mentioned, the Formula field type enables the App Admin to perform calculations on the Form based on inputs from the App User.

Below are form and formula examples to help you better understand how to utilize this field type.


TIP CALCULATOR (SIMPLE FORM)


For this example, we’re going to create a very simple Tip Calculator Form.

1) If not already, add the Pro Form feature to your app.

2) Since we are creating a Tip Calculator form, we don’t want the form submissions to be emailed to the App Admin. Then click the Settings tab, check the option for Disable Email, and finally click Save.





3) Click the Manage Fields tab, and complete the Description field, add Meal Information to the Add A Section field, and add an email address to the Frontend Admin email field.


4) Click the Add a field button, and make the following selections below. The App User will enter the total amount for the meal in this field.


● Field Name: Meal

● This field is required: Yes

● Field Type: Number

● Click OK to Save

IMPORTANT NOTE: Since we’re going to use the Meal field as part of our calculations, it’s important that we set this Field Type to Number.





5) The App user will use this next field to enter the tip percentage that they want to give. Since we’re calculating a percentage (%), we want to leave an example of the entry that should be made for the App User.


Click the Add field button and choose the following settings:


● Field Name: Tip

● This field is required: Yes

● Field Type: Number

● Click OK to Save


IMPORTANT NOTE: As before, since we’re going to use the Meal Total field as part of our calculations, it’s important that we set this Field Type to Number (and the field name cannot contain spaces).





6) We’re now going to add a Formula field that will calculate our two previously created fields. We don’t want the App User to enter any data into this field so we’re going to make it read-only.

In addition, since the fields that are going to be used in calculations cannot have spaces, we’re going to use an underscore (_) in the formula (In our next field, we’re going to use the Tip_Amount in a calculation as well). 

*** Field Name can have spaces and when used in formula space will be replaced with underscore. (We have used underscore in field name in screenshot below as it was not supported in old version, you can use Space in field name and use underscore for same field while writing formula)

Click the Add field button and choose the following settings:


● Field Name: Tip_Amount

● Enable Readonly: Yes

● Field Type: Formula

● Add Formula: Meal*Tip

● Click OK to Save


IMPORTANT NOTE: In the Add Formula settings, we’re simply telling the system the calculations that we want it to make. So in this case, we want it to multiply the Meal input and the Tip input.

When entering the formula, do not put spaces in your formula. See the below screenshot.






7) Now that we have a field that is going to calculate the total amount of the Tip. We’re now going to add a field that will calculate the Grand Total (the Tip amount plus the Meal amount).

Click the Add field button and choose the following settings:


● Field Name: Grand Total

● Enable Readonly: Yes

● Field Type: Formula

● Add Formula: Meal+Tip_Amount

● Click OK to Save






8)  Below is a screenshot of the form in the app:





9) If at any time you want to change the view of the app, you can choose between two different layouts from the Design tab.

By default, the Form Pro feature comes configured with a specific view, but you can change it to DARK mode in one single click.





FORM PRO WITH DIGITAL SIGNATURE

Now we are going to see an example of a Form Pro feature that includes a digital signature.

This is ideal when you're delivering physical orders, or providing certain services, or simply requiring the acceptance of legal terms and conditions from your clients etc.

This feature is very useful as an acknowledgement action during the collection of data from users, as it records the client's signature and automatically you can send an email notification with the signed document, acting as a delivery note or receipt.

As in the previous example, we will first fill in the Manage Fields tab.





And then you start creating a series of new fields.





1) Click on the Add field button and choose the following settings:

● Field Name: Customer Name.

● This field is required: Yes

● Field type: Text

● Click OK to save


2) Click the Add field button.





And choose the following settings:


● Field name: Client ID

● This field is required: Yes

● Field type: Number

● Click OK to save


3) Click the Add field button.




And choose the following settings::


● Field Name: Nº Order

● This field is required: Yes

● Field type: Number

● Click OK to save


4) Click on the Add field button.





And choose the following settings::


● Field Name: Delivery Day and Time.

● This field is required: Yes

● Field type: Date/Time

● Click OK to save


5) Click the Add field button.





And choose the following settings::


● Field name: Digital Signature

● This field is required: Yes

● Field type: Digital Signature

● Click OK to save


Once all these fields have been created, go to the Settings tab and check the following boxes: Attach PDF in email and Send copy to customer.





This way, once the digital signature is completed on the screen of the device, a confirmation email will automatically be sent to the client, as well as a copy of the signed document in PDF format.


(EXAMPLE of the PDF document received by email after completing the digital signature)




Additionally, once the signature is completed, the user can then be redirected to another page of the app that we want our clients to visit.





To do this, just simply choose the feature to which you want to redirect the users too. 

Also, if you want to import external data, you can load the your file and validate it in the Validate file button.

This is what the app's digital signature feature would look like 





By clicking on Save, the user's data and signature would be registered, and if you press Send, you would automatically send the confirmation by email + the PDF file of the document / form that has been digitally signed.

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