Let employees open and complete Visual Forms on a work order.
Employees open Visual Forms from the work order in the app.
They fill in the form on top of the PDF.
open the work order
open the Visual Form
fill in the fields on the PDF
save the result
Open the work order that contains the Visual Form.
Select the Visual Form on the work order.
Add the answers in the right places on the PDF.
Save the form.
Then continue with the work order.
Test the form on the device your team uses most.
Yes.
That is a common use.
That is the main difference from a standard form.
That helps you check spacing and readability.
Forms
Create a Visual Form
Use forms in the mobile app
Last updated 3 months ago
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