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Activity and closing forms
Forms are used for intervention records (to transmit information to field workers) and for closure records (data to be filled in by the field worker or call center agent). They are made up of customizable blocks.
Available Field Types
| Field Type | Usage |
|---|---|
| Address | a button allows you to verify the address via Google Maps |
| Checkboxes | when the list of choices is short |
| Date | you can specify the format in which the date should be entered |
| File | your field workers can add attachments |
| Time | you can specify the format in which the time should be entered |
| Dropdown list | when the list of choices is long. |
| Yes/No switch | |
| Photo | your field workers can add photos taken directly with their phone or uploaded from their device |
| GPS position | to geolocate when there is no address |
| Signature | your clients/field workers can sign |
| Displayed text | to transmit information to your field workers. |
| Short text | to transmit information to your field workers. |
| Text area (input text) | to allow field workers to enter text |
| Horizontal separator | to format your forms |
| Activity record fields | to display a field from the intervention form |
| Hidden field | to have information appear in closure form exports without displaying it to the field worker |
| Conditional field | to assign a value to a field based on the values of other fields (intervention or closure record) |
Usage
In all these fields, you can insert fields of the type {intervention..}; this field will display the value of the field for the intervention.
For example:
{intervention.date}is the date of the intervention{intervention.customer.***}refers to information about the customer linked to the intervention{intervention.custom.***}displays the custom fields from the intervention record{intervention.report.custom.***}displays the custom fields from the closure record
If you want a text at the beginning of the closure form to remind the field worker of important information, you can create a “displayed text” field and fill it with “this report concerns the intervention on {intervention.date} for {intervention.customer.name}”
The options available when configuring the field depend on its type. The layout defines the width of the block, depending on the screen size (mobile, tablet, and desktop). It is possible to create dependencies between blocks to show or hide the block based on the value of another block (display conditions).
This allows you to create different intervention report scenarios.
For example: first question, is the customer satisfied? If yes, end of the report; if no, next question.
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