If you are using the Forms feature regularly, you must know about these 5 "killer" capabilities that can take your team to the next level.
The capabilities are:
Questions Settings
As the Forms are made up of different question fields, you can customize how you wish to retrieve this information from your users, using question settings options. This will ensure the data you receive is accurate and complete and projects the info you wish it to be.
Conditional Forms
Conditional forms let you untie forms, by creating a form that shows the user only the relevant information and fields, based on their answers. This way, you can create fewer forms, ease the use of the forms for your employees, and get only the most accurate information that you need.
Required & Location Stamp Capture
Setting a question as required will prevent your users from making entries without filling in this answer. The required mark can be put on ANY and EVERY question. Captures the location of where the user has answered a specific question and presents it later in the entry table and export.
In the example below we can see a field within the form that is set as a required field and in addition, requires the location stamp capture of the employee filling out the form. To learn more about Conditional Forms, Click here.
Location Field
Choose whether to allow your users to input a manual address or simply capture where they are now.
Multiple Choice/ Upload & Image Source
For any upload question (image or file) or any dropdown or image selection you can control whether only 1 answer can be input or multiple, this is great for uploading multiple pictures of a job site or incident.
Ensure you only receive updated and live photos by setting the image upload to only come from the camera and not the gallery.
Entry Comments & Engagement
You can now hold all your relevant communication around your entries.
Say you look at an entry your employee made, but something is not clear about his answers, you can simply open up a communication channel around that specific entry using the comments section. So everyone involved will know what this is about.
You can add text, files, and attachments through the Comments.
If you don’t want any communication around entries, you can always disable this option.
Sharing Options
Sharing options is a great way to automate information flow in your organization. You can automatically send form entries via PDF or push notification to relevant stakeholders like clients, direct managers, or business owners who need this information.
There are a few types of sharing options:
Auto share all entries - Automatically send new entries to specific users, direct managers (as defined in user profiles), or any email address. Select one, multiple, or all of these sharing options.
Advanced auto share - Create smart sharing rules based on specific conditions in form responses or user profiles. For example, send high-value orders to finance managers or route requests based on departments. Set up multiple routing rules to ensure information reaches the right people.
Recipient list selection - Let users choose recipients from a predefined list when submitting entries.
Recipient email input - Allow users to manually enter recipient email addresses for sharing entries.
These options can help you receive real-time notifications for important updates that matter most to you and your team. For instance, automatically share all entries with specific managers, or let employees select relevant department managers from a custom list.
**Please Note: the Advanced auto-share capability is only available with the Expert Operations plan**
Manager Fields
Capturing information from your users is just the first step in the forms. With Manager Fields, you can manage the full workflow process by providing feedback to your employees after each submission, tagging additional managers, and even adding your signature to an entry.
For example, if someone made a stock order, you update the delivery status (approved, delivered, declined), CC the relevant personnel, mark the expected delivery date, and even send notes back to the user! That way the complete workflow process is managed from end to end and everyone is kept in the loop.
💡Tip: To learn more about manager fields, click here.
Auto Reports
Automated reports are Connecteam’s ‘cruise control’ - it's our way of keeping you in the loop with no effort from your end. You can set up a frequency, and target audience, and choose what will be included in the report so that you’re saving yourself a ton of time and effort.
For example, every 1st day of the month, send me a summary report of all the safety incidents marked as high-risk.
**Please Note: the auto reports capability is only available with the Expert Operations plan*
Form entries and summaries
Easily track your employee's progress and gain valuable information from, entries insights. Using the summary view, you can get a detailed breakdown of every field inside your form. In the insights tab, you can see the number of entries and percentage of forms that completed each field, left it empty or didn't see it at all due to conditional logic.
Related Articles
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.