Web App User Guide

Web App User Guide

Overview

Web App is a browser-based version of the Field2Base Mobile Forms™ App and can be accessed from the Mobile Forms Portal. Web App is an additional feature that may affect your license count and monthly billing.
Note: You may need to speak with your Account Manager regarding pricing to enable Web App for your company and how it will affect your monthly billing.


Blank Forms

The Blank Forms page displays all of the Forms that are available to you. You can filter your list of available Forms by Form Name and Associated Folder.


Opening a Form

To open a new Form, click the underlined Form Name or the Start New Draft button for the Form you wish to complete.


Entering Information

Click on a Region on the Form to begin entering information. Press the Enter button on the keyboard or click off the highlighted Region to complete your entry. You may also use the Tab button to highlight the next Region for data entry. 
Note: Using the Tab button to navigate through Regions in the Form works from left to right and top to bottom. If you experience a different Region order than you expected when using the Tab button, this is most likely due to a Region being aligned slightly higher on the page than other Regions in its row during Form Design.

Camera Regions

If you have a camera on the device on which you are accessing Web App, you will be able to capture images in designated Camera Regions. If you do not have a camera on your device or you wish to upload an image from a file, you have the ability to load image files into Camera Regions.


Document Scan Regions

(available in Form Templates 7.0 and higher)
Document Scan Regions function similarly to Camera Regions but allow you to rotate and crop your image. If you have a camera on the device on which you are accessing Web App, you will be able to take a photo. If you do not have a camera on your device or you wish to upload an image from a file, you have the ability to load image files. 


Changing Pages 

In addition to any page navigation buttons you may have as part of your Form design, you can use the Web App page navigation buttons to change pages.


Note: If you do not see the page navigation buttons, it has been disabled as part of the Form design and you will need to use the navigation buttons in the Form. For details on how to enable or disable page navigation for a Form, see the Form Properties section of the Forms Designer Quick Start Guide.

Sending a Form

1. Click the Actions button.


2. Select Send Form.

Form Validation
Your Form may contain required Regions as part of the Form design. These Regions need to be filled out before the Form can be sent. If any of these Regions are empty, Web App will alert you when you attempt to send the Form. You can click on a specific Region in the list and that Region will be highlighted on the Form. Once you have filled out all of the required Regions, you will be able to send the Form.


Selecting Recipients
You can select one or more Recipients for your completed Form from the Recipients list. The Recipients list is set through User and Recipient settings in the Portal. See the article, Managing Users and Recipients, for more information on managing your list of Recipients.
Note: It is possible to disable the option to send the Form to Recipients during Form design so you may not see this option for all Forms.

1. Select Recipients from the list by clicking the checkbox next to their names. 


2. Click the Add New Recipient button to manually add any Recipients that are not listed.

3. Enter the e-mail address you wish to send the form to. Check the Add to address book checkbox if you want to add this email address to your list of Recipients for future form submissions.


4. Click Add to add the Recipient when sending this Form.
Note: It is possible to disable the option to enter a new e-mail during Form design so you may not see this option for all Forms.

5. Click Send Now to submit the Form.


Saving a Draft 

Saves the Form as a Draft in the Drafts section of Web App. This does not redirect the page so you can save your work and continue working on the Form.
1. Click the Actions button.


2. Select Save Draft.

Saving to PDF

Opens a new tab with a PDF of the Form in its current state. You can print or download the PDF from this view. This option can be disabled company-wide. Please refer to the Company Profile System Settings article for details.
1. Click the Actions button.

2. Select Save to PDF.

Deleting a Draft

Deletes the current Form draft including all entered data. You will be returned to the Blank Forms page.
1. Click the Actions button.


2. Select Save to PDF.

Drafts

The Drafts section contains Forms you started and saved as a Draft to complete later. You filter your Drafts by Draft Name, Associated Folder and Form Template Name.

Opening a Draft

1. Click on the Open button for the Form you wish to continue working on.

2. Complete the Form as needed.
Hint: If the Draft Name is the same or similar across multiple Drafts, you can identify the correct Form Draft by looking at the Form Template Name and Date Created columns.

Deleting Drafts

If you wish to delete all your Drafts, you can click on the Delete All Drafts button. If you want to delete only specific Drafts, follow these steps:

1. Check the checkboxes for the Forms you wish to delete.


2. Click the Delete Selected Drafts button.

My Work

The My Work page displays Work Orders that have been dispatched and assigned to you with pre-filled information. For example, a field technician can receive a Work Order with customer information already filled out by the home office. The technician can use that information to complete the Form as needed and submit it. 

Opening a Work Order

You can sort by any column header and filter by Work Order Name and Associated Folder to help you find a specific Work Order. If the Work Order includes an address, you can click on the address provided under Location and a new tab will display the location of the address for that Work Order.

1. Click either the underlined Work Order Name or the Open button for the Work Order you wish to complete.


2. You can then complete the Form as needed.

Sent Forms

The Sent Forms page lists all the Forms you have submitted. The default length of time to keep Sent Form history in the app is 90 days but it can be customized as part of your Custom Configurations.


A. PDF - Click on the PDF button to view a PDF of a Sent Form. You can only view a PDF of a Sent Form, you can no longer modify a Sent Form.
B. Quick Copy - The Quick Copy feature allows you 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 customer location data from a previous Form. The Regions available for Quick Copy are determined during Form design.
C. View Recipients - Displays a list of the Mandatory and Optional Recipients that were selected for this Form when it was submitted. This column may be hidden as part of a company's settings. Mobile Forms Administrators can refer to the article on Company Profile for more information on how to customize company settings.

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