HOW TO CREATE A CUSTOM FORM

• To Create A New Form:
  
  • Click "Add Item"

  • GENERAL INFORMATION:
    

    • Add Title
      
    •  "Requires Log In" - Optional function, however if guests are logged in, the summary of form submissions will contain the names of those that submitted the form.  instead of seeing N/A and clicking into each form to determine who submitted the form.
      
    • Other option to see who submitted the form is to click "Include In Title" when building the form.
      
    • 

      Once Guests are logged in, they will not be prompted to log in additional times.  Unless they click "Log-Out" they will stay logged into the app moving forward
      
      
    • "Add Form Disclaimer" - Opportunity to add additional context around the form being completed.
      
    • Disclaimer Required - Opportunity to prompt the guest to click "Agree" to the terms set forth in the disclaimer and agreement
      

• • FORM CONTACTS:
    

    • Enter any number of email addresses or phone numbers of those who will be notified when forms are submitted.
      
    • Examples of a necessary time a phone number and email would be utilized: Time sensitive form submissions (Maintenance request forms or onsite event give-a-ways)

      • Emails will contain the information from the form - This is a NO-REPLY email - if you click Reply, the guest will not receive your response. 
        
      • Note: Photos submited via the custom form will only be visable via the Admin Console.
      • Text notifications of the form submissions do not include all of the form information. They simply are meant to notify the Administrator that there has been a form submitted.
        

  • FORM
    

  • Form Builder Capabilities:
    
  • Drag and drop capability to arrange the form in preference order.
    
  • Each field can be designated to be "required" or not.
    
  • Label: The "question" or requested information
    
  • Placeholder: The requested format of the answer
    
  • Example: Label: Name / Placeholder: First, Last
  • Type: The keyboard for the required response format.
    
    • Example: Number / Phone Number - The number pad on the phone keyboard will open and numbers can be entered.
      
    • Text Field - Letters and numbers can be entered
      
    • Email:  Email format opens / numbers and letters can be entered
      
  • Save Entered Value For Future Entries -
    
  • Check this box to determine which fields content should be saved.   The next time the user completes a "saved" field, the content will auto-populate.
    
  • Include In Title -
    
  • Check this box for the information entered into this field will appear in the "Submission Summary"
    

• 

  • Option 1 Email - Optional Field - Allows you to enter an email to notify them if "Option 1" has been selected. 
    
  • Form Contacts will receive every form submitted.  Multiple Choice emails will only receive the form if their option was selected.
    

  Example: Report An Issue:  Which Department? Option 1 - Housekeeping / Option 2: Front Office - Appropriate contacts can receive an email if their departments are selected.

HOW TO VIEW FORM SUBMISSIONS (IN THE ADMIN CONSOLE)

• Click "Manage Forms" from the Homescreen
  
• Click the "Clipboard" icon next to the form 
  

SUBMISSION LISTING:

• N/A - Indicates a form submitted, user is not logged into the app or the Name Field "Include In Title" isn't checked.
• Date and Time of Submission included.

• Click the line item to view the submission
  
• If a digital signature was captured - Click "Download PDF File"
  

SAMPLE PDF 

COMPLETE / ARCHIVE THE SUBMISSION:

• Check Mark or Click "Completed" - Mark the submission as completed and the submission is archived. (Listing will appear in Green)
  
• "X" or Click "Denied" - Mark the submission as denied (Listing will appear in Red)
  
  

  Use cases: Maintenance requests -
  

  • Check mark as completed "Saw the request and resolved the issue"     
    
  • X - Saw the request and did not resolve the issue
    

  
  

  Note - Users will not be notified when an Admin checks the "Complete" or "Denied" option.
• Items are "Archived" and can always be accessed.
  

• Export Data- Any list can be exported into an Excel spreadsheet
  
• Export Files - All photos submitted via a custom form are pulled into a Zip File.

1. Text Notifications : The text notifications received when a form is submitted are meant to be a notification tool only.  The entire form submission may not be visible within the text message.
   
2. The amount of text visible is dependent upon the mobile phone provider.