Is predictive text (autocompletion) available in your forms?

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    Maciek Gorski 
    Asked on November 19, 2021 at 08:49 PM

    Hello,

    I am helping my son in our small family team with two field technicians providing services in field to our clients' equipment. For two years we have been handling the services with our CRM plus lots of docs scanning, mailing and phone calls. Having found Jotforms on the web I wonder if developing a simple FSM app integrated with our off-the-shelf CRM (based on Crystal Reports 8.5) would be possible. I have been in contact with IT specialists in charge of our CRM and will be meeting them soon to discuss what can be achieved using Jotforms. Before talking to professionals I'd like to ask you for some general information.

    So far our field technicians have been completing the paper Field Service Report forms while working on the job site. Apart of information on client, equipment etc they need to specify tasks completed as well as products and parts used. Also follow-up actions should be added, if any. This takes them much time and is most hated part of their job in the field. So please tell if the predictive text (autocompletion) feature is available in Jotforms.

    Task to be solved in the intended FSM app will be access to inventory of spare parts we are keeping in our CRM. Could this be achieved? If so please give me general hints / comments.

    Thanks in advance

    Maciek Gorski, Sopot/Poland

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    Princess_S 
    Answered on November 20, 2021 at 01:35 AM

    Hi Maciek!

    Greetings and thank you for reaching out.

    Having an autocomplete function on forms is a great feature, especially if there are items or phrases that are entered repetitively and with that, we're glad to inform you that Jotforms have the Auto Complete widget field, however, it will be based on the data entries that you'll manually encode in your Auto Complete items and will work with text items only.

    To manually enter the items, first, load your form in the editor, then add the Auto Complete question in your form that you can find under the Power Tools tab. Next, select the auto-complete field that was just added to your form. Click on the Items tab on the form toolbar to add items or entries. Here's where you'll enter the most commonly used terms used by your field technicians such as products and parts used or follow-up actions.


    For CRM integrations to Jotforms, you may refer to and share this link with your IT Specialists.

    Hope this helps and please don't hesitate to reach out to us if you have additional questions or concerns.

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    Mianala
    Answered on November 20, 2021 at 06:15 AM

    Hi Maciek,


    Thanks for reaching out to us!


    Let us know if you need further assistance.