NEWS & ARTICLES
If you have a form that has some fields in it that only need to be filled out if another field meets a certain condition, then you can do this in XForms using the conditional validation attribute.
In order to get field crew traction with your forms, the mobile app and the forms themselves need to be minimalistic, intuitive, simple and clear. If not, they won’t use them.
Ever have a need for collecting “before and after” photos and data to prove that you performed the work you said you were going to perform? You can do this easily in XForms, with features like “Save Draft” that bypasses required fields, “Draft” watermarks on PDFs, and geolocation mapping to prove where the form was started.
Now you can download and use XForms Mobile on any laptop, even in offline mode, thanks to its Progressive Web Application (PWA) technology under the hood. It’s lightweight, full-featured, and at parity with the iOS and Android versions. This means that every single control….camera, photo attachment, signature pad, PDF viewer, etc works just like it does on iOS and Android.
If your forms need to be reviewed and checked for accuracy before they are assumed to be “official” or “approved”, you can use XForms’ simplified approval workflow for this.
It can handle single-step or multi-step approval workflows, one or more “approvers”, two-way comment threads, SMS and email notifications, and automatic signature append to final PDF submittals.
If your field crews need to record on-site time, they can enter start times and end times into their XForms field form, and XForms will automatically calculate elapsed time in seconds, minutes, hours, days, months, or years.
Three years after COVID forced them to switch from paper to digital, this egg distribution company still uses XForms for its simplicity and integration with their own internal software tools.
Tips for successful field work data collection: focus on simple forms, automate what you can, aggregate data sensibly, capture form geolocation, and distribute form submittals quickly.
No field tech wants to live in an app. They just want to get their work done. If your app can speed things up for them, then they will give it a shot and try it. But if your app slows them down, you will face an uphill battle with field tech adoption.
If you are the one in charge of picking a technology, and that choice goes sideways, guess who gets the blame? You do. But what happens if you maintain the status quo instead? Nothing.
Technical field personnel that work on a daily basis outside on a jobsite are busy as shit. So for them, a less is more approach works. Simple buttons, fewer options, and intuitive screens works best.
There’s no excuse anymore to start tinkering with software tools for field data collection. The tech is here now, and it’s better than your paper processes.
If you need specific aggregations and/or metrics reporting, your specific report can be custom built and displayed from a new “Reports” menu on the XForms dashboard.
A low field crew adoption rate usually means your field crews will revert back to their tried and true method for field data collection: paper.
Fewer buttons, fewer options, and straightforward screens and controls. XForms takes a less-is-more approach, to get out of the way quickly and let field techs do their thing.
You can now display table rows as “cards”. Some people call this feature “Subforms”. Similar to Kanban cards, it’s basically just another way of interacting with your table data.
If you are ever in need of downloading all your PDF forms in bulk, you can now easily do that, right from the Forms screen of the XForms dashboard. Here’s how.
Ever need to give graphical instructions to your field crews? Now you can do that in XForms, with a new Picture control that lets you insert a PNG or JPG image into a form template.
Now you can view the PDF version of a form right from the XForms Mobile app (iOS, Android, and web versions). It’s easy, simple, and fast.
You can now set up automated email notifications that are triggered when someone submits a form. Takes less than a minute to set up, and has a few simple features.
The future is digital, including mobile forms. However, there are still use cases where paper forms are more appropriate than digital forms.
Two distinct AI tools, one for writing text, and one for drawing images, and how they can be used for content generation.
While lots of people rave about their ability to multi-task, I do not. I suck at it. But there’s a simple way to combat this. Find out in this article.
Software implementation is like introducing new food to your kids. They will hate it at first. But there’s a simple way to overcome rejection.
XForms has a built-in audit trail…aka a form’s history, which tracks any changes made to a form, even if its deleted.
A quick “getting started” guide for the XForms admin and reporting dashboard. This guide contains lots of screenshots with callouts illustrating its different elements.
Keep photo bloat from clogging up your mobile forms, automatically. Find out how, with XForms.
We are building some functions into XForms needed by the New Mexico Livestock Board’s unique mobile form requirements.
We are proposing the use of XForms for free for any ocean cleanup project, including Break Free from Plastic brand audits.
Launch Microsoft Word, go to File > Open, and then open a PDF file. When you do that, you’ll get a popup that says “converting…” and eventually, voilá! An editable Word document, produced from a PDF!
Brownfields redevelopment projects require a lot of environmental field work, and with that, a lot of forms. Managing these can be unwieldy unless you are using a digital system.
A quick “getting started” guide for the XForms Mobile app that contains lots of screenshots with callouts illustrating its different elements.
You can dictate the complexity of user passwords and expiration timeframe right from the Users screen of the XForms Dashboard by clicking on the green “Policies” button.
An integration between XForms Mobile and GSheets gets you a nice field capture tool that automatically inserts captured table data right into Google Sheets.
The web version of XForms Mobile can run in offline mode on laptops and even desktops. Sounds weird, but it’s true, thanks to Progressive Web Technology under the hood.
XForms has a variety of controls available that let you dictate what fields on a form are required or optional, what values are allowed to be entered in specific fields, and what the field display formats should look like.
if you have a field on a form that is capturing some values, those values can be grouped and displayed in a key performance indicator (KPI) block on your XForms dashboard.
When a user starts filling out a form, the geolocation of that user is automatically captured as metadata. This can then be plotted on the built-in map layer, exported direct to Excel, or integrated into other software tools via XForms’ RESTful APIs.
If you wait until the perfect moment to begin implementing a mobile forms solution, it will never get done.
What if all you want to do is to keep a light pulse on properties in your portfolio, to make sure the property managers are doing their job and maintaining them? This is where XForms can help.
Wifi and cell coverage is not ubiquitous yet. Plus there are dead zones in basements, buildings, remote valleys, etc. This is why offline mode matters.
With XForms, you can now create a well-stylized PDF template for your input form in seconds….just 2 clicks.
A big turn-off for some field teams is being forced to use something they didn’t ask for. So do this one thing and your user adoption rates will increase considerably.
Five things you should do when designing your field forms to increase field user adoption within your organization.
We’ve made it super easy to export your data out of XForms and into Excel, even the geolocation data captured on your forms.
If you want different users in your organization to have access to different form templates and submitted forms, you can do that using XForms’ “application” feature, which is essentially a container of grouped forms and data.
Forcing staff to use a software product leads to very poor adoption. You improve software adoption by allowing staff to help design and continually improve it.
A fillable PDF is not really a digital data solution. It’s merely a typed version of a hand-written paper form. Nothing more.
Unlike most vertically-specific software tools, XForms includes a form template designer tool that’s like a Leatherman® multi-tool wrench, allowing you to build your own unique forms for you and your field teams that you can’t find anywhere else.
You can build any kind of form in XForms. And this includes vapor intrusion management systems (VIMS) forms. For example, VIMS Inspections and Sub-Slab Air Sampling forms.
With XForms, you can create forms that include large tables with complex mathematical expressions, and deploy those to your field staff for use on phones and tablets.
You didn’t hire high-performing degreed professionals to do mundane things like upload files to a cloud repository. Or did you? Instead of wasting their time, use an automation to upload field files and photos automatically.
Using XForms + Airtable to build a low-cost EHS and safety incident investigations management system
A simple integration between XForms and AirTable can provide you with an EHS system that’s better than Excel and an order of magnitude cheaper than most EHS software in the marketplace today.
Most financial forms today are fillable PDFs. But have you tried to fill one out using a phone? Impossible. Consider using XForms to build mobile-friendly financial forms for today’s mobile-first world.
Today’s standard practice for completing stormwater SCM maintenance inspection forms is to type text on top of static PDF templates. But there’s a better way…
Not all form software is created the same. This article highlights some questions you should consider when deciding which tool is best for your particular use case.
No dedicated environmental app can be as comprehensive or as customized as a generic mobile forms software tool like XForms.
Need a Phase I ESA checklist form in PDF format for your site visit?Scroll to the bottom of this article and click on the download link button. Read on to see what’s in it, and see if a digital version might be worth checking out.
Do you need to use an Environmental Health and Safety (EHS) compliance software platform if all you need is a tailgate safety meeting sign in sheet?
Whether you collect field data, medical data, or accounting information, having the right data collection form can increase your organization’s efficiency, accuracy, and productivity.