JotForm Mobile Forms: How can I deploy the form I created to my field workers?

  • Ian Ching
    Asked on June 20, 2019 at 12:48 PM

    Hi there. 

    I saw this scenario video and I'm wondering how can I deploy the online form I created to my field workers?

    Can you point me to the video or article that shows me how it's done?

    Thanks in advance. :)

    Ian

  • Mike_G JotForm Support
    Replied on June 20, 2019 at 3:43 PM

    Here's how you can let your field workers access/use your form in their own JotForm Mobile Forms app.

    First, you will assign them (your field workers) your form through your JotForm Mobile Forms app. (Tap the form to view the menu)

    1561057166zt14 56 16 Screenshot 10

    On the next page, enter your field worker's name and email address and click the Save button after.

    1561057404zt15 01 24 Screenshot 21

    If you already have at least 1 assignee on your form, you will have this page instead. You can tap the "Add New" link to add a new assignee.

    1561059465zt15 34 43 Screenshot 32

    They (your field workers) will receive an email similar to the one in the screenshot below.

    1561057457zt14 40 23 Screenshot 43

    They need to follow the instructions mentioned in the email that they will receive. If they don't have an existing JotForm account or their email address is not associated with a registered JotForm account, they will be using their email address to log in with the temporary password provided also in the email which they can only use on the JotForm Mobile Forms app. They can register later for a JotForm account using the email address they provided if they wish to.

    1561058194zt15 16 01 Screenshot 54

    If they already have an existing registered JotForm account, they can switch the view of their JotForm Mobile Forms app to Form Assignee to see easily view the forms assigned to them. The option is not available for those without a registered JotForm account — they are automatically in the Form Assignee view when they log in.

    1561058891zt15 27 02 Screenshot 65

    To use the form you assigned your field workers, they will tap the form to see the following options on their JotForm Mobile Forms app.

    1561059237zt15 33 25 Screenshot 76

    I hope this helps. If you have other questions or concerns, please do not hesitate to let us know.