The Field2Base Mobile Forms™ application allows a User to easily capture and securely send field data to the office from a Device such as an Android Tablet, Android Phone, iPad, or iPhone. The Mobile Forms™ application offers a slightly different experience depending on the type of device used, but the main functionality is the same. See the article Field2Base Compatibility and Supported Platforms/Browsers for more information on platform and operating systems supported for the Mobile Forms™ application. If you have not installed the Mobile Forms application on your Device, you can find Install Guides for each type of Device in the Using the Mobile Apps section of the Field2Base Help Center.
Once you have installed the Mobile Forms™ application on your Device, you can access the application by single-tapping the Apps menu button in the lower right-hand corner of your screen and then single-tapping the Field2Base Mobile Forms™ application icon.
The application icon may display a numerical indicator in the upper right corner if there are pending Work Orders from the home office.
The Mobile Forms™ application employs the following gestures to navigate throughout the application.
Single Tap Using your index finger, simply tap (or touch) the area you wish to interact with. | |
Press and Hold Using your index finger, press an area of the screen and maintain pressure for 2 or more seconds. | |
Spread (zoom in) Using your index finger and your thumb, touch an area of the screen and spread your fingers to zoom in. | |
Pinch (zoom out) Using your index finger and your thumb, touch an area of the screen and pinch your fingers together to zoom out. | |
Scroll Using your index finger, press an area of the screen, and while maintaining pressure, slide your finger up or down to drag the screen. | |
Swipe Using your index finger, press an area of the screen, and while maintaining pressure, move your finger left or right quickly in a “flicking motion”. |
You can access the Settings for Mobile Forms™ from the Settings icon in the bottom left corner of the screen. From Settings, you are able to view your About Mobile Form information, manage your Address Book contacts, change your Default Pen Options, and set your Default Start Screen.
You are able to change the default pen color, pen size, or eraser size when using ink in Pen Regions by single tapping any of the options. These options are also accessible in Pen Regions within a Form by long pressing on the Region.
You are able to change which set of Forms Templates are displayed when the Mobile Forms™ application is launched. By default, the application will always display Blank Forms.
Field2Base is synchronizing data from your Mobile Device to the Field2Base cloud as it finds connectivity. In the upper left-hand corner of the Main Menu, you will see the last time the Mobile Forms™ application synchronized with the Field2Base cloud. You can tap on the icon to sync your device if your device is currently connected.
Selecting the Blank icon on the Side Menu displays blank digital Forms created by your Company and assigned to a Folder the assigned User has access to.
To open a Form, single tap the Form you wish to complete. You can tap on the arrow to the left of a Form name to see the Folder for that Form and the last date the Form was published.
Single tap a Region on the Form to begin entering information. Select the Done button on the keyboard, use the back arrow on your Device, or tap off the highlighted Region to complete your data entry. See the section on Region Options Available in this article for further options available for specific types of Regions.
Single tap on the Region that you need to edit and make your changes. Tap off the highlighted Region or select the Done button on the keyboard (if available) to complete your data entry.
Press and hold on the Region you wish to erase until you see a second command to Erase region value (Android) or Erase (iOS) then single tap.
Use the left swipe gesture on the screen as though you are turning the page of book to go to the next Page. Swipe your finger to the right to return to the previous Page. Some Forms may have page navigation disabled as part of the form design so you will need to use buttons built in to the Form to navigate through pages.
Single tap on Menu (iOS) or the three ellipses (Android) in the upper right-hand corner of the screen then select the Send option.
Your Form may contain required Regions applied in Forms Designer during Form design. These Regions need to be filled before the Form can be sent. If any of these Regions are empty, the Mobile Forms™ application will alert you when you attempt to send the Form and show you all of the Regions that need to be filled in still. You can tap on a specific Region in the list and the application will highlight that Region on the Form. Once you have filled out all of the required Regions, you will be able to send the Form.
You can select one or more Recipients for your sent Form from the optional Recipients list. The list of Optional Recipients includes all enabled Recipients for the Folder that the Form belongs to. Optional Recipients are set through User and Recipient settings in the Field2Base Portal. See the article, Managing Users and Recipients, for more information on managing your optional Recipients list using the Field2Base Admin Portal.
If a Recipient is not in the list, you can add a new Recipient manually.
An Audio Region embeds audio recordings into your digital Form. The Audio Region can record up to 30 seconds of sound into your Form.
To take a photo in the Camera Region, single tap on the region to open your device's camera. For other Camera Region options, press and hold on the region to reveal the options menu.
1. Single tap on the region to open the camera.2. Hover the camera over the document and, once aligned, the image will be automatically captured.3. Press and hold the corners of the document to crop. To retake the image, press the Back button on the top left. If you are satisfied with the image, press Next.4. On the second screen, your document will appear aligned, per the previous cropping. To re-crop, press the Edit Scan button at the top left.5. To toggle between black and white or a full-color image, tap the icon on the bottom left.6. To rotate the document 90 degrees, tap the icon on the bottom right.7. If you are satisfied with the image, press the Done button on the top right.
A Pen Region can be used to capture data such as signatures or drawings. Pen Regions are available in two formats. The format is set in Forms Designer during the design process.
You can map or start navigation for a location by pressing and holding on the GPS region.
You can use Voice to Text recognition to dictate sentences into a Text Region. Simply tap on the microphone button on the keyboard and start talking.
The My Work area displays Work Orders that have been dispatched to you with prefilled information. For example, a field technician can receive a Work Order with the customer’s name, phone number, and address already filled by the home office. The technician can use that information to complete the job then finish the Form as needed and send it in. To find out how to create a Work Orders from the Admin Portal, see the article on Dispatching Work Orders from the Portal. You can click on the arrow to the left of the Work Order name to view when it was created and the address (if available).
To open a Work Order, single tap the item you wish to complete in the My Work list. You can then complete the rest of the Form as needed.
If the Work Order includes an address, you can get turn-by-turn navigation to that address using the default mapping app on their Device by clicking on the Navigation icon next to the Work Order title or by long-pressing on the Work Order title If you click and hold on the icon, you will get the options to Map this location or Start navigation.
The Drafts area of the Main Menu contains any Form you started and saved as a Draft to complete later. You can click on the arrow to the left of the Draft name to view the Form Template, Folder Name, the date and time when the Draft was last modified and the date and time when the Draft was created.
To open a saved Draft, single tap the Form you wish to complete. You can then complete the Form as needed.
If you no longer need a saved Draft, swipe left on the Draft you want to delete then tap the Delete button that appears on the right.
The Sent area of the Main Menu contains all the Forms you have sent from your Device. The default length of time to keep Sent Form history is 90 days but it can be customized to be shorter or longer company-wide or by specific user. The status of each sent Form is displayed so that you can view if the form has been uploaded to the Field2Base system. You can easily see if the submitted Form has been successfully transmitted from your Device. If successful, you will see the icon to the right of the Sent Form. You will also see a status of “Uploaded” underneath the Sent Form. Forms that have not been successfully submitted yet will have an
icon to the right with a status of “Uploading”. You can click on the arrow to left of the Form name to view the Form Template, the Folder Name, the date and time your Form was sent and the date and time your Form was created.
To view a Sent Form, single tap the form that you wish to view from the list.
The Quick Copy feature allows the user to create a new Draft and import the Region values from a previously Sent Form. For example, a User who visits the same location on multiple days can use Quick Copy to automatically populate the location data from a previously Sent Form. The Regions available for Quick Copy are determined during Form design in Forms Designer.