Introduction

About this guide

This guide has been written to explain the process of adding a form to a task. This is useful in allowing Mobile Workers to quickly complete a form related to the Task, such as an equipment checking form after a task.

Creating the Form

Configuring Task Forms

To create a Task Form, go to Administration > Service Request and Case > Forms Builder:

Next, create the form that you want to link to the Task. It is recommended to put this in a different catalogue than the customer form.

If you need assistance in creating a form, please see our Forms Builder User Guide.

Assigning the Form

Linking the Form to the Task

Once your form has been created, go to Administration > Tasks > Type

Find the Task Type that you want to add the task form onto and select the task type.

Next, add the Catalogue and Form to the Task Type configuration:

Then, click Save to the Mobile Workers, when they access a task, they can add a task form via Actions > Add Form