In WorkPal, Forms are a way for your Users to quickly and simply enter information into the system.


Pre-Job and Post-Job Forms

When completing a Job, it may be mandatory for a User to fill out a Form. These Forms can be set to appear when the Job is started, or when the Job is complete.

A commonly used Form is a Custom Vehicle Check Form. This allows Users to enter in details and report vehicle defects. Many customers find that this is something they want completed for every Job; therefore this is a perfect candidate for a Pre-Job Form.

 

Note: Standard Forms are included as part of your system. These Forms cannot be edited or set as Pre-Job or Post-Job as they are reserved for special functionality. The default Vehicle Check can be set to appear when a shift is started, but this operates differently to the method set out here.

 

To Set a Form up for Pre-Job or Post-Job:

Select the Preferences Menu from the WP logo at the top right of your system.

 

Select the Forms tab from the ribbon.

 

On the list of Forms, select the pencil button on the right to Edit the settings of the corresponding Form.

 

In the Edit Form Settings dialog, change either the "Pre-Job Check" or "Post-Job Check" dropdown to suit your preference and click Edit.

 

Other Form Settings

The the Forms settings, you have the option to:

  • You can change the name of a form.
  • You can add an email address to the form in which each completed form will be automatically emailed to the address of your choice.
  • You can change a form so that it is either a post-job or pre-job form.
  • You can determine if you would like this form to be available within the forms list.
  • You can decide if a form is for both mobile and desktop Users or if it is just for desktop.
  • Finally, you can change the file name of the form. This is in reference to file name of a downloaded or exported form.

 

Ensure you click Update at the top right of the Forms list to save all changes.

 

 

Form Builder Forms

WorkPal includes a design suite for creating your own Forms. Click the “Add” button at the top right of the Forms page to create a new Form using our Form Builder. All Forms created and edited by yourself in this way are free of charge. For more information about using this feature, see our Form Builder User Guide. 

Note: Forms you have built yourself using the Form Builder can be sent to our developers if complex tables or fields need to be added but it is important to note that you will no longer be able to edit these Forms yourself if they have been edited by our developers.

 

The Vehicle Check Form

As mentioned previously, some Forms have special functionality and operate differently from most. The Vehicle Check Form is tied to the Vehicle Check feature, and can be turned on and off in the General Settings tab of the Preferences Menu. There are also options for the default maps app that WorkPal uses, as well as an option to make the Vehicle Check available to Users on their Main Menu screen.

 

Developer Created Forms

There is also an option to have our developers create your Forms for you. As this requires development time to create, test, review, merge and deploy onto your system, these Forms are chargeable.

You may require some Forms to have reference images, complex tables or layouts, which is not available with our Form Builder.
In this case, the developers can then take over the design of the Form after you have created the initial content, to add in more complex content. As before, time spent on editing your Forms is chargeable.

Note: You will NOT be able to edit the design of the Form after it has been created or edited by our developers.

If you would like to get a quote on creating / editing a Form, please contact support@workpal.app. If you are re-creating an old Form, it is helpful if you attach an example as a PDF and provide as much detail as you can about the requirements of your Form.

 

Reports

Similar to Forms, there is a section for Reports. However reports does not have as many moving parts as Forms. The Reports tab will show a list of reports and allow you to either add them or remove them from your system.

 

 

Frequently Asked Questions

 

My Form isn’t showing in the list of Forms

In the Forms tab in the Preferences Menu, ensure the Form has a checkmark in the “Show on Forms List” column.

If this is not checked, the Form’s settings can be edited at any time with the button at the right side.

If your Form is still not appearing where you expect it to, it may be set to the wrong type of Form. This can be changed by re-opening the Form in Form Builder and choosing a different Form Type from the dropdown box labeled "Complete On" at the top right.

 

 

The changes to my Form’s settings aren’t saving

After editing the settings of Forms, or the header and footer of Forms, ensure that you have selected the Update button at the top right of the Forms list to save all changes.

 

 

My Form is not showing on Mobile Users devices

If you are trying to view or create a new Form on Mobile, ensure you have added the “Mobile” user group to the list of “Visible To” users.

To view the "Visible To" setting for each Form, open the Form’s settings with the button at the right side.