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Forms, Templates & Public Forms

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Forms, Templates & Public Forms

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265 results found

  1. When there are more than 2 tags on a form, you see the first two then a link that will say "2 more" if there was say 4. I'm left with enough empty white space for like 10 tags, and the 1 and 2 more situations feel silly to have to click in. Would be nice if there was more visible, say cut of at 5 or 4 instead of 2, or if it was dynamic and you can show as many as you have white space for.

    1 vote

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  2. 1 vote

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  3. Can we have options where we can set that at the Credit Threshold we sent, to refill Credits automatically at a set amount and Goformz can email us that it was processed.

    E.g. at 20 credits refill 100.

    The current system makes it that we need to log in etc and we can miss an email.

    1 vote

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  4. We use the Auto Number field to auto populate WO#'s whenever a form is created. This feature is very useful through using the Custom Key to link all forms to spit out consecutive numbers.

    The only thing is, when I want to duplicate a form - this field does not auto populate/nor is it manually editable. It stay the same as the original form.

    As a company that does routine scheduled maintenance for the same equipment, at the same sites, at the same times every year - having to create new forms from the templates each couple months is very…

    2 votes

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  5. Add the devices associated with each user to the exported csv produced from the User portion of the portal

    1 vote

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  6. Would love to have a way to bold/underline/italicize my generated text in a given form so I can move away from creating certificates in MS Word. I lose an hour a day using Word while the data is already in goformz.

    1 vote

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  7. Please remove the automatic comma when concatenating tables. It makes it very difficult to manage when a table has blanks. It would be great to be able to choose what to use as a separator so I can choose null or blank space when I need it.

    1 vote

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  8. Dynamically populate or hide/show page elements using a calculation

    1 vote

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  9. When sending a public form via email, the name and email do not auto populate from the form, and Subject and Body auto populate with the form name and there is no way to change what it defaults to.

    There is no way to set up a formula to bring in the name and email from the form nor to change the subject or bodies default script.

    For example, instead of the form name I would like to change it to my name or the company name.

    Right now the form Subject is "Please review and complete [formname]" and the…

    1 vote

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    0 comments  ·  Public Forms  ·  Admin →
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  10. Create the ability to make folders for forms as you have done for templates. This would make it a lot more organised.

    3 votes

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  11. Most of our forms follow specific naming conventions which helps with searchability, however, our naming conventions have changed over time, and new ID fields are required for improving searchability.

    For example, we may now need to put 'Invoice Number' into the form name so we can easily search that, or for when we export as PDF and store them or send them to clients.

    Being able to re-structure the dynamically created form name such as '[InvoiceNumber] - [CustomerName] - ([Address])' and then update ALL forms that are part of that template (and by extension previous template versions) would be very…

    3 votes

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  12. Currently using the web app forms search allows you to search for terms only in the form name/title, so we are forced to put specific values into the title, such as Customer ID, Sales ID, etc.

    Unfortunately there are more fields we need to search by than would fit nicely in the name of each form, such as invoice numbers, personnel ID's, etc.

    It would be great if we could search specific fields within the forms; when creating a template, you can nominate specific fields/inputs to be indexed for searching.

    The down side of this is if you have 20…

    2 votes

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  13. Context: We utilize required fields prominently in other templates. Users need to be able to have a button that mimics "Check Complete" display in template preview. Conceptually, the idea is to allow users to check that required fields are addressed prior to hitting the save/complete button.

    2 votes

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  14. Would simplify maintenance and trackability when modifying DataSources

    4 votes

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    2 comments  ·  Datasources  ·  Admin →
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  15. Why is this so complicated? I just want to download a form I created. Too frustrating to keep trying to figure this out. 1 star review.

    2 votes

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  16. The ability for public forms to be automatically replenished when a customer reaches a certain threshold.

    6 votes

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  17. Deep Links should be accessible from Completed Forms, not just Drafts. A form is not validated for errors unless you choose Complete. If everything is good then we have to reopen the form in order to access the Deep Links to start another form submission. At the end of the day the user then has to go back into their app or the goformz web browser and change all of the entries to completed.

    2 votes

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  18. How do I add a page for invoices 11-20 once the initial form is full?

    1 vote

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  19. 1 vote

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  20. Add ability to delete a dropdown collection

    1 vote

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