Create a data-mapped form to collect new data records (Beta)

Create mobile forms with data mapping to collect new data records in the Skedulo Pulse Platform.

Overview

When you already have a data schema setup for your business, you can create data-mapped forms to collect new data records in the Skedulo Pulse Platform.

A data-mapped form is a type of form that directly links collected data to specific fields in your custom object. This allows a resource to submit any input fields through the form, which automatically creates new data records for the corresponding fields in the custom object.

You can create up to 40 mobile forms using the web-based Form Builder for your Skedulo Plus mobile application.

This document shows you how to create a mobile form in the Skedulo Pulse Platform that allows users to create new data records in the Skedulo Plus mobile app.

Prerequisites

You must be an administrator or a user with the following permissions:

  • Configuration > View organization settings
  • Configuration > Modify organization settings

Prepare form data schema

Before creating mobile forms with the Form Builder, ensure that you’ve created the necessary custom objects and fields to store the data collected from the mobile form.

You will need to create two custom fields in the custom object you want to link with the form data with the exact details as follows:

Custom field Field type Field label Field Name
The Job field Lookup (refer to the Job object) Job Job
The FormUID field Text FormUID FormUID

These fields are essential for linking the collected data from the jobs to the object. If these fields are not present, you won’t be able to select the object when creating forms.

For detailed steps on how to create custom objects and fields in the Skedulo web app, refer to Create custom objects and fields in the Skedulo Pulse Platform.

Create new forms with data mapping

Follow these steps to create a new Skedulo Plus form:

  1. Navigate to Settings > Mobile app configuration > Mobile forms in the Skedulo web app.

  2. Click Create form in the upper-right corner of the page.

  3. The Create new form modal appears. Select Advanced form with data mapping then click Next.

    Create new forms modal

  4. On the Create form screen, select Create new records.

    Form with data mapping

  5. Click Next to go to the next screen.

  6. On the Form details screen, complete the form details.

    Create new record example
Field Required Description
Form title Yes This is the title or name of the form that mobile users will see in the Skedulo Plus app. It has the following rules:
  • The form title character limit is 38.
  • The form title can include alphanumeric characters and spaces. It must start with an alphabetic character.
  • The form title can be edited after the form is created.
Form description Optional The form description. This appears underneath the form title in the Skedulo Plus app.
Form type Yes Where the form will be displayed in Skedulo Plus is as follows:
  • Job form: The form will display on the job screen in the Skedulo Plus app.
  • Global form: The form will display on the More screen in the Skedulo Plus app.
Display order Yes Where there are multiple forms shown in the same location, the display order determines the order in which the forms are shown. Forms with lower numbers appear higher in the list.
Data mapping Yes The data object to which the form is linked and for which a new record will be created when the user submits form responses. Each form can only be linked to one object and it cannot be changed after the form is created.

  1. Click Create.

    The form is created as a draft to be edited and configured using the Form Builder.

You’ve successfully created the form. Now you can edit the form details and start adding components.

Add components to forms

Before adding components to your form, ensure you have a record of the custom object and its fields that you would like the form to map to, including the field names and types.

To add UI components to the form, do the following steps:

  1. On the Form Details page, switch to the Form Builder tab.

  2. Click Add new component and then select the component type that you want to create.

    To learn about available components, see Components available in the Skedulo Plus Form Builder.

    Add new component button

  3. After adding a component, the Component details configuration panel displays.

    Component details panel

    a. From the Field mapping drop-down, select the field to map. You can only select fields that have the field type compatible with the component you are working on.

    b. Enter a Label and configure the other fields, as required, according to the component type. For an example of how to configure a component, see Build a Skedulo Plus form with Form Builder components.

    c. Click Save.

When adding a drop-down or multi-dropdown component, the options will be populated automatically from the picklist values of the field you select.

Dropdown or multi-dropdown component example

Install forms

Once you’ve added all the needed components, you need to install the form to make it available in the Skedulo Plus app.

  • Click Install at the top-right corner of the form details page.

The form status then changes from Draft to Installed. Your resources can now see and fill out the form.

Install button on the form details page

View data collected from the form

Each time a resource submits a response, a new record for the selected object will be created. You can view the collected data in the object you selected for data mapping.