Any ideas for a form I want to create

  • castlekunafin
    Asked on October 26, 2020 at 9:47 AM

    Hello,

    I run a business where I service farm operations. My idea for my road crew team was to create a form that has a map of the operation and all the details of what needs to be done. A checklist of some sort. Is there a template similar that you would recommend I start working off of? I would love to have map That I would make so I can upload it and add more pics of important areas to address. Then on the bottom have checklist to make sure what they need to get done. I would love for them to open that as a reference. Not necessary a form for them to fill out but to open it to have as a guide. Thanks in advance

  • Patrick_R
    Replied on October 26, 2020 at 11:34 AM

    Hello! You should be able to achieve this with our tool. You'll need to implement a workflow that would require you to set operations (checklist) for your crew.

    When you fill and submit this form, your crew will receive an email with a link to this form that you filled.

    They'll be able to open the same form from their web browsers, view all the tasks and can then check/uncheck the task they complete; after this they can submit the form. They can open and submit this form as many times as they wish to.

    In case this serves your purpose, please read our article on implementing a workflow: a-general-approach-on-building-an-approval-process-workflow

    I hope this information helps. For further questions, simply reply to this email.

    Thank you!