Custom fields are useful for simple data entry but custom forms allow for much more complex interactions and can be utilized for product inventory, site surveys, and patient medical records.
Accessing Custom Forms
If custom forms have been added and mapped to the mobile app they will display either beneath "Notes" in a job's details, or they will appear in the main menu.
Custom forms (and Visualforce forms) can be connected to specific job types as a way of submitting custom data about those jobs, or they can be resource specific for purposes such as leave requests, and timesheets.
If you require more information regarding custom forms, don't hesitate to contact our Customer Success team.
Figure 1. Some custom form options in the main menu of Skedulo X.
Figure 2. Some custom form options with embedded UI elements.
Required Custom Forms
The Skedulo X job details view can indicate if a custom form is required to be completed. When developed, a clear circular checkbox is added to the custom form button. A green check mark indicates when it has been completed.
Figure 3. A job with two custom forms that are marked as required. One is completed.
Note: The developer of the custom form will need to include this option as part of their developed solution for these to become available.