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Forms, Templates & Public Forms

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Forms, Templates & Public Forms

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131 results found

  1. 3 votes

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  2. Transfer button along side Complete instead of having to click on "Form Actions" to transfer

    2 votes

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  3. 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…

    3 votes

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  4. Can we please get additional LOTOS added to the LOTO drop down for example 0046-0174, 0045-2636,0046-0181. These LOTOS are all located in T-doc but they have not been approved and added to the LOTO library.

    1 vote

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  5. On the loto document you can apply any tech's name regardless of loto level. Also, if I TYSHW sign a loto step I can put another tech name down for the verification for the next step making him responsible with no knowledge.

    For instance,
    we started the hub loto document I signed off the first step for rotor pin. The following step is loto on a breaker I can put a different techs name for that step and continuing this throughout all the steps. Including putting techs that are not the proper loto level.

    1 vote

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  6. Usecase: Hundreds of forms with preprinted text are received each day from the utility company to dispatch techs for testing and repairing various equipment for customers. Each preprinted form needs to be uploaded as the background for the form. Currently each time, a new template needs to be published for every test/repair or set of tests/repairs. If the background could be swapped out on the form level this would avoid a lot of extra work and templates to keep track of. or update when updates are needed.

    1 vote

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  7. 1 vote

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  8. on the web in list view there is a * next to all required fields, but that is not the case on mobile.

    1 vote

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  9. My Company uses Goformz as work forms showing work done on each job. We then email the forms into a collective email box for approval. A second shop under our account is using two approvals levels, (Supervisor Level, and Approver level) once the field hand completes the form it is transferred to Supervisor group. Once the supervisor approves the time on the form, it is completed and transferred to Approver group. Both times an email is sent to the inbox letting them know a form was sent to the group each with email subjects denoting the stage of approval for…

    1 vote

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  10. Organizing, storing, filtering, displaying forms in a calendar view. Would help with a quick visual to see if JSA/LOTO are filled out, completed, and approved daily

    1 vote

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  11. With a document that has multiple categories within it, an ability to divide it up with tabs like excel would be excellent..

    1 vote

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  12. Be able to check boxes within list of forms and use the "bulk actions" menu to either take ownership or complete.

    18 votes

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  13. Be able to insert rows in a table while updating a template so data in rows below get shifted down

    5 votes

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  14. Locking Templates until Form is completed. This would prevent multiple of the same forms from being open and ensuring only one is onened

    1 vote

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  15. If a user could toggle through permission settings/Groups in the Template Editor's "Preview" mode, then field properties (like "Lock first value") could be properly tested.

    1 vote

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  16. It would be helpful to have the ability to change which metadata the filtering tool indexes off of within the forms tab. Currently, the filtering tool indexes off of 'Last Updated By' which isn't always the most helpful. I would like the ability to filter off of 'Completed Date' or 'Created Date' - For example: I want to see all of my forms from last week, but when I select the 'Last Week' filter it shows me forms that were simply updated last week, not necessarily completed or created last week.

    2 votes

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  17. Can you please add the option to duplicate the current draft of a template? The work around I was given makes it really hard to push out beta versions to test with a smaller group.
    Work around:
    Publish changes
    Duplicate
    Revert

    But this causes my draft to go away. I can't edit it and if I need to make any changes after beta testing, I have to revert to the previous version again which would push it out to the users unless I can update the changes fast enough.

    How I want my beta process to work.
    Make changes on…

    2 votes

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  18. We have clients that ask for timestamp as well as co-ordinates and address. When attaching photos to a form from the ‘Camera’ option on Goformz, it only opens the IOS Camera app which doesn’t have these. I have already added on the time stamp function to the form template but there are no coordinates or address shown. Can you add a function to be able to use another Camera app such as the ‘Timestamp Basic’ camera app which we use regularly? We are adding these photos from the Photos Library at the moment but when there are a lot of…

    2 votes

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  19. LIST VIEW FORMS - THIS FEATURE WOULD BE GREAT ONLY IF IT WAS ALSO AVAILABLE TO BE PDF DOWNLOADABLE AS WELL AND ABLE TO SEND VIA EMAIL. WHAT IS THE POINT IN CREATING THIS TO HAVE IMAGES IF YOU CAN NOT SEND THE IMAGES TO CUSTOMERS.

    2 votes

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  20. GoFormz really needs to make a distinction between drafts, open, and completed forms.

    Right now, there are only draft forms and completed forms. This has caused me to run into a lot of walls while developing templates/workflows and managing our extensive forms.

    I propose that forms should have 3 distinct statuses:

    • Draft - A draft is a form that has been created, but has not yet been submitted by its creator. Drafts are simply forms where the creator has started up the form, used the "Save" feature to come back later, but hasn't actually submitted the form yet.

    • Open -…

    10 votes

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