Forms

Create forms, link them to work orders, and use standard and visual forms in OutSmart.

Forms help you collect structured information during service work.

Use them for inspections, checklists, service reports, and approvals.

This guide covers setup, daily use, advanced options, and Visual Forms.

Create forms in the BackOffice.

Complete them in the mobile app.

Use standard Forms for question-based input.

Use Visual Forms when the PDF layout itself matters.

Start here

• What is Forms?
• Activate Forms
• Create a form
• Form field types

Build smarter forms

• Configure table fields in Forms
• Use conditional logic in Forms
• Use calculations in Forms
• Manage form versions
• Manage Forms permissions

Use forms in your process

• Link forms to work orders
• Use forms in the mobile app
• Export and print Forms

Work with Visual Forms

• What is Visual Forms?
• Activate Visual Forms through the License Manager
• Use the Visual Forms Configurator
• Create a Visual Form
• Choose between standard and Visual Forms
• Use advanced mandatory rules in Visual Forms
• Configure read-only fields in Visual Forms
• Use Visual Forms in work orders
• Use Visual Forms in the mobile app

Extend Forms

• Use Forms with workflows
• Use Forms with objects
• Forms-related Power-Ups

What you do with Forms

• create standard and visual forms
• configure field layout, tables, and required input
• add conditional rules and calculations where needed
• link forms to work orders, workflows, and objects
• export form results and control who can use them
• collect consistent field data in the mobile app

Recommended order

1. Start with What is Forms?.
2. Then activate Forms.
3. Next create a form and choose the right field types.
4. Then configure advanced fields such as tables, conditional logic, or calculations.
5. Then link forms to work orders, use them in the mobile app, and test PDF output.
6. Continue with Visual Forms, permissions, workflows, or objects.

Related topics

• OutSmart packages
• Power-Ups
• Workflows
• Object Management