Support
Roadmap
Q3 2022
Automated PDF Generator
- Automatically create a basic PDF template from an input form template (done)
- Elegant and optimized style sheet (which can be over-ridden) for your PDF templates (done)
Integrations
- Add additional endpoints and other improvements to APIs (done)
- Create built-in integration component to allow users to easily create simple email integrations
- Build a Make.com integration applet for XForms
Print Management
- Ability to print PDF versions of submitted forms from the mobile app even when it’s in offline mode
Designer Improvements
- Expose ability to add and modify applications
- Expose app-config settings: configure application dashboards, aggregations, and screen columns
- Clone a form template across applications
Frequently Asked Questions (FAQs)
What does this cost/what is your pricing?
Do you have a free trial?
Yes, we have a 30-day free trial. Sign up here.
Do you charge per user?
Yes, for active users. An active user is defined as a user that submits at least 5 forms per month. Users submitting fewer than that are free. We don’t charge for your own customer logins, which are read-only.
What does it cost to get form templates built by your team?
You can build form templates on your own for free using our Form Template Designer, and we can teach you how to use it via some Zoom meetings. If you prefer to have us build your initial batch of form templates for you, there is a fee to do that. Check out our pricing page for special bundles and other pricing details.
Where can I download the mobile app?
You can download our mobile app from either the iOS app store or the Google Play (Android) store. Links to each can be found on our downloads page: https://xformsmobile.com/mobile/#download
Does the mobile app work on iPad or Android tablets?
Yes
Does the mobile app work in offline mode?
Yes. To use the app in offline mode, while in an area with internet connectivity, tap on the slideout menu and then on “Sync Offline Data”. After sync has been completed, put your phone into airplane mode and use the app as usual. When you get back to an area with connectivity, tap on the sync icon to push your changes to the server.
Does the mobile app work on a web browser?
Yes. The web version of the mobile app works on any modern browser, including Chrome, Safari, Firefox, and Edge. Note that it does not work on Internet Explorer.
All elements of the web version of the mobile app function the same as the native app, including accessing the camera for photo capture and—to some extent—even geolocation capture. While not fully tested, the web version of the mobile app should also work in offline mode. This is is possible due to the progressive web app (PWA) architecture of the mobile app.
A typical use case for the web version of the mobile app is for transposing checklist/form info that was filled out on traditional paper in the field into XForms by your clerical staff.
What’s the login URL for the web version of the mobile app?
What’s the login URL for the admin and reporting dashboard?
https://dashboard.xformsweb.com
How do I add users to the system?
Users can only be added by an admin user. After login, go to Admin > Users and then click on the +Add button at the top right of the screen.
Once added, you can disable this user, force change their password, or change their permission levels.
See screenshot below for reference.
Can I export all of my data out of XForms?
Yes. The dashboard contains an “Export to Excel” button. To download everything listed in the table, click that button.
All your form data is also exportable via an Excel download, including geolocation (lat/long) and other metadata. To download, click on the 3-dot elipses on the top left of the screen.
See screenshot below for reference.
Can my clients log into the dashboard and view their projects?
Yes. You can set up a credential for your client, and control which project they have access to.
To do this, navigate to Admin > Users, add a new user, and pick “Client” from the Role listbox. Then click on the gear icon and choose which projects they should have access to. When they log in, they will only be able to view projects you have given them access to.
What do you do to ensure my data is secure?
All data stored in XForms is encrypted at rest and in transit.
There is a firewall layer between the apps (mobile and web) and the APIs that power the system.
Access to the database is only via the APIs.
There is no direct access to the datastore.
You can also define your own password policies in Admin > Users. See screenshot below for the password policies feature of the system.
Is my data being backed up?
Yes. Full backups are made daily, and snapshots are taken every 15 minutes. Backups are replicated in multiple datacenters.
Where is my data being stored?
XForms is powered by the Microsoft Azure Cloud, the most reliable and secure cloud system available today. Our datastore is Microsoft’s CosmosDB, their NoSQL data engine. Information about this technology can be found here: https://azure.microsoft.com/en-us/services/cosmos-db/
Can XForms integrate with other software tools?
Yes. XForms uses an open 2-way API architecture, with RESTful API endpoints. Anything stored in XForms can be programmatically extracted out of XForms for insertion into other software products.
API documentation can be found here: https://api.xformsweb.com/index.html
Can I use Zapier, Integromat, or similar tool to connect XForms with other software?
Yes. Any integration tool such as Zapier, Integromat, IFTTT, or automate.io can be used to connect XForms to other software tools including Slack, OneDrive, Dropbox, MS Teams, Procore, Office365, BIM360, ArcGIS Online, etc.
User Guides
Getting Started with XForms Mobile