Linking Form to Job Action

Overview

You may need to have certain information submitted by your workers when they start, complete a job, or perform any other job action in the mobile app. To do it, you can link a form to a job action within a Job Type.

Prerequisites

You need to have an account with Company Administrator, Super User role, or a custom role with rights to create or edit Job Types.

Solution

1. Create a Form that you want to link to a job type (if you haven't created it yet).
2. Navigate to Administration > Job Types.
3. Click on the required job type and select Edit Job Type.
   You can create new a job type if needed.
   
   
   
   
4. Select the Specify Job Actions step.
5. Select the job action to which you want to link a form.
   You can add a new job action as describe in step 7 of the Creating Job Types article.
6. Select the required form in the Form attached field and click Apply.
   Note: When you need to unlink the form - select the same job action, select (none) in the Form attached field, click Apply.
   
   
   
   
7. Click on the Save & Close button.

Testing

1. Create a job using the updated job type.
2. Once the worker completes the job, navigate to Forms > Submitted Forms.
   There should be a form completed by the worker and linked to the job you created.
   
   
   

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