Mobility Blog

Formotus Creator Update–September 2018

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Joe is serial entrepreneur who has been a pioneer in a variety of emerging technologies, including creating one of the 1st digital media companies at the advent of the Internet.

The Formotus creator feature list is growing with each new release.  This article will update you on a number of features that have been added recently.

DUPLICATE PAGE

We have added a feature that many of our customers have requested–a quick way to duplicate a page.  After you have finished creating a page, and you want to add a second page just like it to use as a “template” for your next page, you simply click on the Page drop down and select Duplicate.

 

Formotus portal dashboard duplicate pageADD YOUR REGISTERED USERS LIST TO WORKFLOW FORMS WITH A DROPDOWN

Some of the features that our customers request seem so obvious we wonder why we didn’t think of the feature before our customers did?  When you are creating a Formotus mobile form that includes workflow, you will most often want to include the names of all of your mobile users.  Typically, in a workflow form, the job/task is assigned to one of the mobile users registered in your Formotus account.  The person who assigns the jobs using the Formotus form can choose the mobile user from the drop down list that will include all of your mobile users.

deploying Formotus forms registered users PASS PARAMETERS USING XPATH

You can create Formotus form links that pass parameters by using the XPATH of fields you want to populate.  For example, you can select a form link that will open your form in Formotus Now or Formotus Pro, and have fields automatically populate with data.  This is useful when you want to send a form to someone with their name or project number pre-filled on the form.  With these 4 simple steps you can add this capability to any of your Formotus forms.

First, create a Formotus Now link for the form of your choice.  To do this, advance to the Links tab in the Formotus portal, select your form, and the COPY LINK button.  You will add to this link, so paste it somewhere you can edit text, for example, Microsoft Word.

create and copy Formotus linkYour Formotus link will look similar to this one:  https://secure.formotus.com/redirect.aspx?Run=Now&action=new&app=My%20Form&id=19HJL7BXQTEj5WMa

Next, you need the XPATH for the fields you want to populate.  In your creator form, select the control of your choice; I will be using a textbox.  Next, select Fields in the right panel, and View XPath.

view xpath

copy xpath value

COPY XPATH, and paste it on the end of your Formotus Now link separated by ‘&‘.  Adding the ‘&‘ is an important step, see the example in bold below.  Without this, the link will not open correctly.

The link will now look like this:

https://secure.formotus.com/redirect.aspx?Run=Now&action=new&app=My%20Form&id=19HJL7BXQTEj5WMa&/myFields/textbox1

Now you can specify what field data you want within the control.  For my example, I want my textbox to read ‘test’ when my form is opened.  I simply need to add ‘=test’ after my Xpath at the end of my link and I’m done.

The final link will be the following:

https://secure.formotus.com/redirect.aspx?Run=Now&action=new&app=My%20Form&id=19HJL7BXQTEj5WMa&/myFields/textbox1=test

Now, when I select the link, Formotus Now will be prompted, and my form will be opened with ‘test’ within the textbox.

NOTE: If you plan to use your link in Formotus Pro, there is one more change you need to do in the link. Find ‘Now’ in the link and replace it with ‘Pro’.  See the example in bold below:

https://secure.formotus.com/redirect.aspx?Run=Pro&action=new&app=My%20Form&id=19HJL7BXQTEj5WMa&/myFields/textbox1=test

QUERY GOOGLE SHEETS

Now Formotus mobile forms can filter data from a Google Sheet query. If you have a Google Sheet with data that you are using, in a few easy steps you can populate your Formotus mobile forms with data from your Google data stores.  

UPLOAD REPEATING PHOTOS TO GOOGLE FOLDER

Formotus customers who use the Repeating Photos control in their Formotus mobile forms can now submit those photos to a Google Folder.  Mobile users who capture many photos while doing inspections, even working offline, can submit all of their photos directly from their mobile device to their Google Folder. 

Learn more about these new Google integrations in our recent blog Formotus Mobile Forms Working with Google Sheets and Google Drive.

 

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