Form Basics - Deploying & Updating Forms

Follow

Deploy Forms to Your Mobile Devices

There are a number of ways to deploy your form to your mobile devices: 

Deploy to the Main Project - The simplest and fastest way is to press the Publish button. This will save the form in a Published state and automatically add it to the Main Project. All of the mobile units that subscribe to the Main Project will automatically receive your form. Note that all mobile units are subscribed to the Main Project by default until you manually unsubscribe them in the Mobile Units tab.

Deploy Using the Projects tab – The other way to deploy your form is to use the Projects tab. This method provides you the greatest control over who gets which form. First, you will need to publish the form usi9ng the Publish button. Next, go to the Projects tab and manually select which projects the form is added to (see Projects section). Just those mobile units that subscribe to those selected projects will receive the form. This allows you to organize and deploy your forms by work-function: for example, if you created a “Field Inspection” form, you can add it to a “Field Project” which only your field workers are subscribed to. Use the Mobile Units tab to control which mobile units subscribe to which project.

In either case, your form will automatically be pushed out to all mobile devices that subscribe to the corresponding projects. This will occur the next time the mobile user starts the doForms mobile app, or when he or she uses the “Update Forms and Notices” function. 

Updating Previously Deployed Forms

If a form is Published and assigned to a Project (see above), future updates to that form can also be pushed out to the mobile devices that subscribe to that Project.  For example, consider a case where you have a form named “Timesheet” that has been published. Later you decide to make changes to the Timesheet form and publish the updated form. When you are done making changes, you will need to publish the updated Timesheet/Draft form as explained above.

If you use the Open button to make edits to a form, then use the Publish button, a new from name will need to be assigned to the form. This is because every version of a form corresponds to a specific data table structure. So, for example, if you add or delete questions, or change a Repeatable Section, the underlying data table structure changes, and hence a new data table needs to be set up in which to store the data. Therefore when publishing an update to a form, you will need to use a different name (we recommend appending a letter or number to the form name, e.g., Timesheet-2 or Timesheet-B).

However, there are instances where very “light edits” can be made to a form without affecting the data table structure. This may be done using the Open Special option (the Special button), from where light edits may be performed, and from where you can use the Save button to save the form using the same form name. In these cases the collected data will continue to be stored in the same data structure and same data table. "Light edits" are defined operations that DO NOT:

  • Change the “data_name” of any existing question
  • Add new questions
  • Delete questions

 

 

Have more questions? Submit a request

Comments

Powered by Zendesk