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Forms, Templates & Public Forms

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Forms, Templates & Public Forms

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347 results found

  1. Help writing GoFormz ready formulas that can be used on Template Fields and Properties

    13 votes

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  2. Need an option to require that pictures are taken directly in forms/ restrict option to choose from personal library. Techs are taking photos and neglecting to fill out forms. Too many time stamps with "No Date"... looks unprofessional. Forcing photos to be taken in report would help to break the lazy habit.

    5 votes

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  3. Ability to remove columns from DataSource without deleting the DataSource and recreating

    4 votes

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    1 comment  ·  Datasources  ·  Admin →
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  4. Update list view to be like and App based form, so we can build out columns, fields to be better driven from the form.
    Allow us to then export this as a PDF doc, instead of using page base which then we a limited to the page control.

    You could then allow the workflow to have a word doc in sharepoint with embedded Links you use in the workflow to create the PDF.
    Reducing the admin time to update Goformz to latest doc format.

    4 votes

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  5. Currently, GoFormz does not provide a feature that allows administrators to see which forms have been deleted or identify the user who performed the deletion. This creates a gap in control and traceability, especially in environments where multiple users work with the same templates or workflows.

    I propose adding a "Deleted Forms Log" feature that would:

    1. Display a history of recently deleted forms, showing:
      - Form name
    
      - User who deleted it
    
      - Date and time of deletion
    
    1. Keep the log for a limited period (e.g., 15 or 30 days) to avoid performance issues.

    2. (Optional but highly valuable) Allow recovery…

    3 votes

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  6. I cannot preview/pick out my own LOTO unless it's through a JSA. As a tech 2 who leads my own crews, I should be able to select a new LOTO form. Tasks of jobs change and I should have the tools readily available to me when those changes happen. Thanks.

    2 votes

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    1 comment  ·  Public Forms  ·  Admin →
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  7. When creating a checkbox group it currently defaults to only show the first item, and the rest need to be manually selected in the properties on the side. All items in a group should be defaulted to show when creating the checkbox.

    3 votes

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  8. If a user has permission to re-open a form, there should be a cooldown period before they can re-open and complete it again. The cooldown should last until the previously triggered workflow has fully finished. This safeguard will prevent duplicate workflow triggers and avoid conflicts with the results of the initial workflow.

    2 votes

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  9. Allowing newline characters in the formula editor would massively improve readability and maintainability of formulas. Consider the following formula formatted with and without newline characters.

    With newlines (Underlines represent tabs, as this text box automatically removes spaces at the start of lines):
    if([Test Field 1] = "One",
    _if(
    _
    _[Test Field 2]="true",
    _
    _"true",
    _
    _if(
    _
    _____and(
    _
    _________[Test Field 3]="true",
    _
    _________[Test Field 4]="false"
    _
    _____),
    _
    _____"true",
    _
    _____"false"
    _
    _)
    _
    ),
    _if(
    _
    _[Test Field 5]="true",
    _
    _"true",
    _
    _if(

    1 vote

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  10. Add option to Template Trigger that displays PDF in the body of the email along with the attached PDF. This would be helpful for receiver of the email to quick read or move to another folder without opening the PDF to identify what project is reporting.

    1 vote

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  11. The new layout of the field properties pane in the template editor is very annoying with the tabbed layout ("settings" and "appearance"). It was much better when all the properties were visible in a single pane. Also, the font size is bigger and so there is too much wasted/blank space on the screen. When adjusting the field properties, I now find myself having to constantly click back and forth between the "settings" and "appearance" tabs, which is adding more clicks and taking longer to make adjustments. This new layout is not an improvement - it actually slows me down. Can…

    1 vote

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  12. When Loto is selected there needs to be a preview to ensure correct loto is being used. Also in the same aspect when A JSA is getting approved the loto needs to be previewed to insure proper one is utilized.

    2 votes

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  13. Please enable system-level autocorrect for all text fields on both PC and Mac versions of GoFormz. Currently, text entries do not take advantage of built-in autocorrect, which users expect when typing full sentences.

    This enhancement would significantly improve writing accuracy, especially for field teams who may have less advanced writing skills. We frequently see preventable spelling and grammar errors in submitted forms, and these mistakes can be visible to customers—negatively affecting the perceived quality of our work.

    Enabling autocorrect would streamline data entry, reduce errors, and improve overall professionalism in the documents generated through GoFormz.

    1 vote

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  14. Link text boxes so when you fill up one box it continues on another. I have multiple page service reports where the work detail on the first page can carry over to the next. If we can link the 2, multi-line text boxes together it would help prevent information from being cut off and help to continue the data entry without having to click on a different text box to continue.

    1 vote

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  15. If an entire page is hidden, it makes logical sense that the fields on their marked as required are not in fact required to be completed since the user can not access them at all.

    I recently learned we have to add a condition to every required field on a potentially hidden page to honor the same formula as the one being determined to hide the page in the first place.

    This is highly inefficient and unpractical to maintain on a consistent and scalable basis since many of those required fields are conditionally required already based on field results on…

    8 votes

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  16. Ability to update a datasource directly from forms competed.

    Currently there is an API that would allow to automate updates to a datasource. It would be good if there was a functionality to update a datasource directly from forms completed. Inside a template, there should be a functionality to update a column or insert data into a datasource so that results from completed forms of that template can update the datasource directly.

    2 votes

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    2 comments  ·  Datasources  ·  Admin →
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  17. When you "select all" for updating the forms to the newest version of the template Or select a range that you can update to

    7 votes

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  18. We have some forms when we are working onsite, that require our field service team to fill out a form. Now, the form has 50+ fields, but only really the table at the bottom of the page changes.
    Our team may end up having to start multiple pages for the same site, and have to re-enter a ton of fields just to fill out the table afterwards.

    Part of the page even has a page count (x out of y), that we currently let our team fill in, but they may not even know how many they'll have to do…

    2 votes

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  19. I would like a way to tab through a grid of cells easily including vertical navigation. arrow keys, ctrl tab, something that would relieve the tedium of laptop trackpad cursor navigation for many fields

    1 vote

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    0 comments  ·  Public Forms  ·  Admin →
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  20. As there are workflows that we can add and update google sheets, can we use Google sheets at a Data source?

    1 vote

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    0 comments  ·  Datasources  ·  Admin →
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