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.
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.
Tip
If you require more information regarding custom forms, don't hesitate to contact our Customer Success team.
The Skedulo mobile app's 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 checkmark indicates when it has been 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.
Comments
0 comments
Article is closed for comments.