Install a mobile form

Install a mobile form that was created in the Form Builder so that it is available in the Skedulo Plus mobile app.

Overview

Forms that have been created in the Form Builder are not available to resources in the Skedulo Plus mobile app until they are installed. Forms in the Draft status can be installed.

Once the form is installed, you cannot make any changes to it. To edit the form, you need to uninstall it first.

Install a Form Builder form

To make a form available in the Skedulo Plus app, do the following steps:

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

    The Mobile forms page displays all Skedulo Plus mobile forms that are created using Form Builder.

  2. Click the name of the form you want to install. The form opens on the Form details tab.

  3. Click Install in the top-right corner. The form status then changes from Draft to Installed.

Install button on the form details page

Uninstall a Form Builder form

To remove a form from the Skedulo Plus app, do the following steps:

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

    The Mobile forms page displays all Skedulo Plus mobile forms that are created using Form Builder.

  2. Click the name of the form you want to uninstall. The form opens on the Form details tab.

  3. Click Uninstall in the top-right corner. The form status then changes from Installed to Draft.