Web App User Guide
Overview
Web App is a browser-based version of the Field2Base Mobile Forms™ App and can be accessed from the Field2Base 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 area displays all of the Company's Forms that are available to you. You can filter the Forms by specific Folder or specific Form by clicking the Show/Hide Filters button.
Opening a Form
To open a Form, click the Start New Draft button or on the Form Name 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 than you expected being highlighted next 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.
Click on the Camera Region and you will see three options:
Take Photo - Opens the camera editor window. Click Submit to take a photo and have it loaded into the Camera Region. Click Cancel to back out of the camera editor window.
Upload Image - Opens the Upload File window. Click Choose File to open your File Browser window and then select the image you would like to upload. Once the file is selected, click Upload to load the image into the Camera Region. Click Close to back out of the camera editor window.
Clear Image - Empties the Camera Region of any previously loaded photos or uploaded images.
Document Scan Regions (available in Form Templates 7.0 and higher)
Document Scan Regions function similarly to Camera Regions but will allow you to crop/rotate your image to provide cleaner images for documents.
Changing Pages
In addition to any Page navigation buttons you may have in your Form as part of your Form design, you can use the Web App Page Navigation feature at the top left of your Form to change pages.
Note: If you do not see the Page Navigation feature at the top left of your Form, Page Navigation has been disabled as part of the Form design. You will need to either use the navigation buttons in the Form or contact the person who designed the Form. For more information on enabling/disabling Page Navigation in the Form, see the Form Properties section of the Mobile Forms User Guide.
"Actions" Dropdown Menu
Send Form - Submit the Form
Save Draft - Save the Form as a Draft in the Drafts section of the app. This does not redirect the page, and you may enter more Form data or navigate to another page.
Save to PDF (optional) - Open a new tab showing you a PDF of the Form in its current state. You may print or download the PDF from this view. This option can be disabled company-wide by the Mobile Forms Administrator(s) for your Company under System Settings in the Company Profile.
Delete Draft - Delete the current form draft and all previously entered data; redirects back to Blank Forms page.
Sending a Form
Form Validation
Your Form may contain required Regions applied in Forms Designer during 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 and show you all of the Regions that need to be completed. You can click 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.
Selecting Recipients
By default, you can select one or more Recipients for your completed Form from the Recipients list. The Optional Recipients available are set through User and Recipient settings in the Portal. See the article, Managing Users and Recipients, for more information on managing your optional Recipients list. 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 a Recipient from the list by clicking the checkbox next to their name. (This will place a blue checkmark next to their name indicating the individual email recipient has been selected.)
2. Deselect the Recipient by clicking the checkbox next to their name a second time.
Manually Adding Recipients not in the list
By default, if the Recipient is not in the list, you can add the an e-mail manually. 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.
1. Click the Add E-Mail button.
2. Enter the e-mail address you wish to send the form to.
3. Optional: You can 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. The pop-up window will redirect you back to your address book pop-up.
5. Click Send Now to submit the form.
Drafts
The Drafts section contains any Form you started and saved as a Draft to complete later. You can see your saved Drafts for a specific Folder or for all Folders you have access to (default) by clicking the Show/Hide Filters button and selecting the desired folder from the dropdown menu.
Opening a Draft
To open a saved Draft, click on the Open button for the Form you wish to complete in the Drafts list. You can then complete the Form as needed and send it to the desired Recipient(s).
If the Form title is the same or similar across multiple Form templates, you can identify the correct Form Draft by looking at the Form Template Name and Date Created columns to the right of the Form in the Drafts List.
Deleting a Draft
If you no longer need a saved Draft, click the checkbox(es) for the Form(s) you wish to delete and then click the Delete All Drafts button.
My Work
The My Work area displays Work Orders that have been dispatched and assigned to you from the home office 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 Portal, see the article on Dispatching Work Orders.
Opening a Work Order
To open a Work Order, click either the Work Order Name or the Open button for the item you wish to complete in the My Work list. You can then complete the rest of the Form as needed.
Finding a Work Order
If you have many Work Orders in your list, Web App allows you to search for a specific value in the Work Order title. Click on the Show/Hide Filters button and enter the Form Name.
Another way to narrow down your list of Work Orders is to view only those associated with a specific Folder rather than showing Work Orders from all Folders available to you. Click on Show/Hide Filters to open the Filter section, and select your desired Folder from the Associated Folder dropdown list.
Address Options for Work Orders
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.
Sent Forms
Sent Forms contains all the Forms you have sent from your Device or Web App. 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 Company's Custom Configurations.
Note: You can only view a PDF of a Sent Form, you cannot modify it once it has been sent.
A. PDF - Click on the PDF button to view a PDF of a Sent Form.
B. Quick Copy - The Quick Copy feature allows you to create a new Draft and import the Region values (that are enabled for Quick Copy) 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 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.
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