APPS: Pro Forms | Scoreapps

APPS: Pro Forms


Info

The "Forms Pro" module allows the application administrator to create various types of forms. Forms range from simple Contact forms to more complicated forms such as Mortgage Calculators, Grade Conversions, Inventory Managers and much more.

Form data can be searched, sorted and edited directly in the app. App members can only access and edit your data. The application administrator can view combined or individual data sets for application members and has additional options such as exporting the data and receiving it by email.

In addition to an overview, this article will provide you with the instructions necessary to create your own forms.




Main settings






When you access you will see 4 tabs. Manage fields, Manage data, Design and Settings.



MANAGE FIELDS








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

- E-MAIL - The email address to which the form data will be sent.


- DESCRIPTION - The general purpose/description of how it is viewed by users of the application.


- DATE FORMAT - Select whether you want the date format to be displayed as MM/DD/YYYY or DD/MM/YYYY.


- ADD SECTION - Use this feature to separate your form into different sections (i.e. categories).


- ADD FIELD - Click this button to add a field to your form. When you click the button, you will be offered options to name the field, select options for the field, and select the field type. 






- Field name - The name that the application user will see. This will explain to the application user the type of information that needs to be entered in this section/field of the form.


- This field is required - Select this option if the application user must enter data for the corresponding field.


- Enable read only - Use this option if you do not want the application 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 application user. This is another useful option for fields that contain calculations. You may not want the application user to see the fields that calculate the data entered in the form. In these cases, use this option.



Available field types

Below you will find a breakdown of the different field types available






Email

Use this field for email addresses.





Number

Use it when you only want to enter numbers. This field also works with the Formula field.





Date/Time

This field to add Date and Time entries





Geolocation

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





Address

For the application user to enter an address and for the form to retrieve the longitude and latitude information (of the entered address).





Check box

Useful for Yes/No option fields.





Radio

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




Dropdown

For when you want the app user to select from a list of options.





Image

The Image field allows the application user to upload an image to the form.





Anniversary


A date field but no time.




Birthday


A date field but no time.





Phone

 

The Phone Number field adds the country code.





Signature


Allows application users to sign a form.




Barcode/QR reader


Allows the app user to scan barcodes and QR codes.




Formula


Allows calculations to be made in the form based on the data entered by the application user.




My Account


When you use this type of field, the app user's name and email address are automatically added to the form and cannot be edited.


When using this field type, DO NOT select any of the available field type options.





Click wrap

This type of field allows the application administrator to add a privacy policy or terms of service document to a form that the application user must accept.





Link

Allows the application user to enter a URL.






Automatic increase

This field type allows the application administrator to add an "ID" type field to a form that will automatically increase in number. A detailed explanation of this feature is explained later in this documentation.


After selecting the field type, click OK to save your selections.





Image

Allows the application user to add an image




Music

Allows the application user to add an audio file


Video



Allows you to upload a video to embed in the form



DATA MANAGEMENT




The Manage Data section allows you to download your data and/or delete submitted data records.

Can filter the data inentering an email address or name. You can also filter the data using the From and To date fields.


To download the data, click the button Download CSV located on the right side of the screen.


When you download the data, it's helpful to review our instructions for opening the CSV file.

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



SETTINGS


DISABLE EMAIL - If this feature is enabled, when the Application User submits their form, the results will not be sent by email. This option is useful for calculator-type forms, etc. where the application administrator does not need the results of the submitted forms.


HIDE SAVE - If enabled, the form registration can only be submitted. There will be no option for the app user to save the record and make continuous submissions.



TYPE OF FIELD FORMULA - As mentioned above, the Formula field type allows the application administrator to perform calculations on the form based on input from the application user.

Below you will find examples of forms and formulas that will help you better understand how to use this type of field.



TIP CALCULATOR (SIMPLE FORM)


For this example, we're going to create a very simple tip calculator form.


1) If you haven't already, add the function Pro Form to your application.


2) Since we are creating a tip calculator form, we do not want the form submissions to be emailed to the application administrator.


To do this, click on the tab Settings, check the option Disable email and click Keep.





3) Click on the tab Manage Fields and complete the Description field, add Meal Information in the field Add a section and an email address in the field Email from the application administrator.

4) Then click the button Add a field and make the following selections.


The app user will enter the total amount of the meal in this field.


● Field name: Meal


● This field is required: Yeah


● Field type: Number


● Click Accept to save



IMPORTANT: Since we are going to use the Food field as part of our calculations, it is important that

Let's set this Field Type to Number.






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


Click the button Add a field and make the following selections:



● Field name: Tip


● This field is required: Yeah


● Field type: Number


● Click Accept to save



IMPORTANT: As before, since we are going to use the Total Meals field as part of our calculations, it is

It is important that we set this Field Type to Number (and the field name cannot contain spaces).







6) Now let's add a field Formula which will calculate our two fields created above. We don't want the application user to enter any data in this field, so we will make it read-only.


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



***The field name can have spaces and when used in the formula the space will be replaced by the underscore. (We have used the underscore in the field name in the screenshot below as it was not supported in the previous version, you can use the space in the field name and use the underscore for the same field when writing the formula) 


Click the Add a Field button and make the following selections.


  1. Field name: Tip_Amount
  1. Enable read-only: Yeah
  1. Field type: Formula
  1. Add Formula: Food*Tip
  1. Click Accept to save

IMPORTANT: In the Add Formula configuration, we are simply telling the system the calculations that

we want it to do. So in this case, we want it to multiply the Food input and the Tip input.


When you enter the formula, do not put spaces in your formula.


Take a good look at the following screenshot.





7) Now that we have a field that will calculate the total amount of the tip. Now we are going to add a field that will calculate the Grand Total (the amount of the Tip plus the amount of the Food).


Click the Add a Field button and make the following selections:



● Field name: Total Amount


● Enable read-only: Yeah


● Field type: Formula

● Add Formula: Food+Tip_Amount


● Click Accept to save






8) Below is a screenshot of this type of 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 tab Design.


By default, the function Pro Form It comes configured with a specific view, but you can change it to DARK mode with a simple click.





PRO FORM WITH DIGITAL SIGNATURE

Let's now look at an example of Form Pro with a digital signature for the delivery of a physical order, a service, the acceptance of any legal requirement, etc.

This function is very useful as an acknowledgment of receipt during the collection of data from a certain business, since it records the customer's signature and you automatically have the option of sending an email notification with the signed document, acting as a delivery note.

As in the previous example, first we will fill in the part of Manage Fields





And then we will create a series of new fields





1) Click the button Add a field





And make the following selections:



● Field name: Customer Name


● This field is required: Yeah


● Field type: Text


● Click Accept to save



2) Click the button Add a field





And make the following selections:



● Field name: Client ID


● This field is required: Yeah


● Field type: Number


● Click Accept to save



3) Click the button Add a field





And make the following selections:


● Field name: Order No.


● This field is required: Yeah


● Field type: Number


● Click Accept to save



4) Click the button Add a field





And make the following selections:


● Field name: Delivery Day and Time


● This field is required: Yeah


● Field type: Date/Time


● Click Accept to save



5) Click the button Add a field




And make the following selections:


● Field name: Delivery Day and Time


● This field is required: Yeah


● Field type: Digital Signature


● Click Accept to save



Once all these fields have been created, we will go to the tab Settings and we will check the boxes Attach PDF to email and Send copy to client.





In this way, once the digital signature is made on the device screen, a confirmation email will automatically arrive 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, we can also ensure that once the signature is completed, the user is directed to another page of the app that we are interested in having our clients visit or see.

To do this, you just have to select function to which we want to send you. 

If we also want to import external data, we can load the chosen file and validate it in the button Validate file





This would be what an example of a digital signature form in the app would look like.




By clicking on Keep, the data and signature of that user would be recorded, and if we select Send, The aforementioned confirmation + the PDF file of the document / form that you have digitally signed would automatically be sent to you by email.

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