Shape Formitize with Your Vision!

Guidelines for Customers:
Share your ideas, and together, let's co-design the next big thing in Formitize.

  1. Review First: Please check existing suggestions before adding a new one; your idea might already be listed.

  2. Contribute Clearly: If your idea isn't listed, feel free to add it with a clear, concise description.

  3. Vote: Help prioritise development by upvoting the features most important to you.

Quick Access to Ideas by Module:

Explore ideas or submit your own by selecting a module: Resources, Forms, CRM, Accounts, Sales Pipeline, Tasks, Jobs, and Other.

Tag

Enhanced Drawing Tool (Aka Photo Markup)

Description: The user has suggested improvements to the Formitize drawing tool, specifically for the purpose of pest management. The proposed enhancements include: Proposed Enhancements:Upload Housing Floor Plans or Maps: Allow users to upload specific formats of housing floor plans or maps for more accurate and detailed planning.Custom Shapes for Pest Management: Integrate custom shapes such as markers for ant traps, rodent stations, and perimeter sprays.Professional-Level Site Drawings: If uploading a map isn't feasible, enable the creation of professional site drawings within the tool.Embedding Photos in Drawings: Facilitate embedding photos of job sites directly within the drawing and proposal for clearer communication.Compass Bearing Feature: Include a compass bearing in the drawing tool to assist in orientation and planning.Additional Context:This request seems to be an extension of the photo markup solution but with specific features tailored for pest management.Note: The above are proposed feature suggestions. During development, some or all of these features may be incorporated into the solution, depending on feasibility and alignment with the overall product vision.

Sarah Smith 9 months ago

3

In Review

Fully Complete Forms from Admin Login

Description: Enhance the Admin portal to allow users to fully complete forms attached to jobs, ensuring that all associated processes, such as triggering automated reminders and logging attached forms as complete, are executed. This feature addresses the current limitation where forms can be marked as complete in the Admin portal, but the associated processes are not triggered.User's Original Request: "I would really like to be able to complete forms from the Admin login. Currently, you can only truly complete forms from the mobile login. When you complete a form in any manner from the admin login, either through Scheduler or main contact profile, although you are changing the job status to Complete, you are not actually triggering any automated reminders or logging any attached forms as complete."Developer's Insight: The user's feedback highlights a gap in the current functionality of the Admin portal. While the portal allows for the marking of forms as complete, it doesn't execute the associated processes, leading to potential issues like missed reminders. Addressing this would ensure a consistent experience across both mobile and web platforms.Proposed Solution:Full Form Completion: Enable the Admin portal to fully complete forms attached to jobs, ensuring that all associated processes are executed.Trigger Automated Processes: Ensure that when a form is marked as complete in the Admin portal, all associated automated reminders are triggered, and attached forms are logged as complete.Consistent Experience: Ensure that the process of completing forms is consistent across both the mobile app and the Admin portal, preventing any discrepancies in form status and associated processes.

Grant McKenzie 9 months ago

6

Planned

Multiple users accessing form at the same time

Summary: Enable multiple users to access and fill out different sections of the same form simultaneously, attached to specific jobs, to enhance collaboration and efficiency.Details:Requirement: There's a need for a feature that allows multiple users to open and work on the same form at the same time, particularly for jobs that require input from various team members. Each user should be able to fill in the sections relevant to their role without waiting for others to complete their part.Benefits:Enhanced Collaboration: Facilitates teamwork by allowing multiple team members to contribute their expertise to different parts of a form concurrently.Increased Efficiency: Reduces the time taken to complete forms, as multiple sections can be filled out simultaneously, speeding up job completion and reporting.Improved Flexibility: Supports dynamic work environments where team members may need to input information at the same time from different locations.Current Status: In ProgressWe are actively working on developing this feature to ensure it meets our users' needs for flexibility and efficiency in form completion.

Gabrielle Gillespie 3 months ago

1

In Review

Ability to Add Multiple Instances of the Same Form in One Job Booking

Description: Provide the functionality to add the same form multiple times within a single job booking. This feature would be particularly beneficial for locations with multiple structures or units, such as Retirement Villages, Strata complexes, Schools, Caravan or Holiday parks, where each unit might require its own service, inspection, or pre-start report.User's Original Request: "Ability to add the same form multiple times in 1 job booking."Developer's Insight: The request highlights a significant workflow challenge for businesses that service multi-structure locations. By allowing multiple instances of the same form within a single job, we can streamline the data entry process, reduce redundancy, and enhance the efficiency of the "Common" pre-populate feature.Proposed Solution:Form Duplication: Enable users to add multiple instances of the same form within a single job booking.Form Differentiation: Introduce a mechanism to distinguish between different instances of the same form. This could be achieved by allowing users to amend each report title or by automatically appending a unique identifier to each form instance.Enhance "Common" Pre-populate Feature: With the ability to add multiple forms, the "Common" pre-populate feature becomes more effective, especially when units have similar construction characteristics.

Office DTS 9 months ago

4

Form Component Library (Forms)

Summary: Introducing a dynamic way for users to create, save, and reuse specific fields or groups of fields when building form templates.This feature aims to enhance the form-building process by allowing the reuse of commonly used sections, ensuring consistency and efficiency.Intended Outcome:Streamline the form creation process by offering a library of saved components. Users can quickly integrate these components into new or existing forms, reducing repetitive tasks and ensuring uniformity across multiple forms.This enhancement is designed to boost the Production team's efficiency, especially when crafting forms for clients.How Will It Work?During form creation, container elements (like Tables, Subheaders, Repeatables) will have an option to "Save section as Component."Individual fields can also be saved using the "Save field as Component" option.Saved components retain their settings and can be categorized in the Form Components Library.Users can drag and drop these components from the library into their form templates.Once added to a template, the component becomes independent, allowing further customization.A dedicated page lets users manage their Form Components, including renaming or deleting them.Formitize may offer a set of pre-designed components in the library for users to start with.

Keith Azzopardi 9 months ago

Collapsible Subheaders in App Forms

Summary: Introduce a feature in the Formitize App that allows users to collapse all form subheaders with a single click, streamlining navigation in longer forms.Description:Navigating through extensive forms with multiple subheaders can be time-consuming, especially when users need to collapse each subheader individually. To enhance user experience and efficiency, a dedicated button could be introduced.This button would allow users to collapse all subheaders simultaneously, making it easier to view and manage the form's content.Intended Outcome:Users can quickly collapse all subheaders in a form, reducing the time spent scrolling and enhancing the overall form navigation experience.How Will It Work?A button will be placed at the top of the form in the App. When clicked, all subheaders within the form will collapse, providing a more condensed view of the form's content. Users can then expand individual subheaders as needed.

Bryanne Priest 9 months ago

1

In Review

Forms: Ability to Preview Form in Form Builder

Currently when creating forms in the Builder, the only way to preview the work to start a new form. This process is somewhat ineffective and time consuming, especially in large forms. It takes about 10 - 15 seconds (if you are quick to click) to start a new form, then look at the changes, then leave the form, go to the builder, make your changes, publish the form and start a new form.Every 4 times this happens is about a minute and if this happens several times throughout a build then we have recorded at least 30 - 60 minutes used in this process alone.This can get even more ineffective if the changes you made are unwanted and now you have to rollback the form.It is also creates a challenge as the only way to preview the form is to deploy it "live" which is not great.It would be of great help to have a preview button in the builder where you can see the changes you have saved, in a usable form and without the need of leaving the builder (even if it is in another tab) and without having to deploy it to your production environment.

the Beach Geek 2 months ago

1

In Review

Enhancement of Signature Capture: Full-Page Signature Box

Summary: Introduce an option for a full-page signature box in Formitize, enhancing the ease of capturing customer signatures directly on the device.Details:Current Limitation: The existing signature capture feature is confined to an approximate width of 400px, which can be restrictive for customers signing on-site.Proposed Feature: Implement a configuration option within the field setting properties to enable a full-page signature box. This feature would allow the device to be handed to the customer for easier signing and name printing.Configuration Option: Introduce a 'Make full Page' checkbox in the field settings, allowing users to enable or disable the full-page signature box as needed.Benefits:Enhanced User Experience: A larger signature area would provide a more user-friendly interface for customers, especially when signing on mobile devices.Increased Flexibility: The ability to configure the size of the signature box offers greater adaptability to different business needs and customer preferences.Improved Accuracy: A full-page signature box can lead to clearer and more accurate signatures, beneficial for record-keeping and verification purposes.Considerations:The implementation should ensure that the full-page signature does not compromise the quality or resolution of the captured signature.Compatibility with various device sizes and orientations should be maintained.

Office DTS 5 months ago

In Review

Chart Options in Forms

Overview:The proposed feature aims to enhance the functionality of forms by allowing users to embed charts that visualize data. Users can select a type of graph (e.g., line, bar, pie) and then input or select data points to populate the graph, all within the form itself. Feasibility & User Experience:Technical Feasibility: Modern form builders support embedding various elements. Integrating a charting library with the form builder can make this feature a reality.User Experience:Intuitive Interface: Users should easily select the chart type, input data, and view the updated chart.Local Data Input: Data for the charts should be provided locally within the form, ensuring data integrity and minimizing potential errors.Real-time Visualization: Charts should update in real-time as users input or adjust data.Industry-Specific Use Cases:Pest Control:Baits Monitoring: Show the number of baits changed versus those unchanged during a service visit using a bar graph.Health & Fitness:Progress Tracking: Compare initial fitness metrics against current measurements over time using a line graph.Tagging Industry:Tagging Status: Visualize the number of assets or livestock tagged versus untagged using a pie chart.Building Inspection:Compliance Report: Compare compliant areas in a building versus non-compliant areas using a bar graph.Manufacturing:Quality Control: Visualize the number of products meeting quality standards versus those that don't using a pie chart.Agriculture:Crop Yield Analysis: Compare expected crop yield versus actual yield using a bar graph.Environmental Monitoring:Pollution Levels: Track desired pollution levels against actual measurements over time using a line graph.Retail & Sales:Inventory Management: Compare expected stock levels versus actual stock on hand using a bar graph.

Matthew Vanderburg 8 months ago

3

In Review

FORMS: Form Themes

Description: We have received a suggestion to introduce customizable form themes, similar to the functionality available in word processing software.This feature would allow users to personalize the appearance of their forms by adjusting fonts, colors, headings, and other aesthetic elements.The ability to apply these custom themes to one or multiple forms simultaneously is also requested.Details:Customization Options: Users can select and customize various elements of the form, including fonts, colors, headings, and overall layout.Theme Application: The ability to apply a chosen theme to a single form or multiple forms at once, ensuring consistency and saving time.Enhanced Branding: This feature would allow users to align the look of their forms with their brand identity, creating a more professional and cohesive appearance.Benefits:Increased flexibility and control over the visual presentation of forms.Enhanced brand consistency across various forms.Improved user experience for both the form creator and the end-user.

Paul Humberstone 6 months ago

In Review

Layout questions side by side on web forms

Description: A customer has suggested an improvement to our web form layout to enhance user experience. The proposed feature would allow for the creation of columns in web forms, enabling questions to be placed side by side.Details:Columns for Questions: Introduce the ability to create columns in web forms, providing flexibility in how questions are laid out on the page.Side-by-Side Layout: Allow short answer questions to be placed side by side, reducing the overall length of the form and improving user experience.Improved UX: The side-by-side layout of questions will make the form appear less daunting and more user-friendly, especially for forms that include multiple short answer questions.Benefits:Enhanced user experience with a cleaner and more organized form layout.Reduced form length, making it more appealing for users to complete.Greater flexibility in form design, allowing for a customized layout that best fits the content.

Sarah Norbury 7 months ago

In Review

Form Object Name Dictionary (Helplet)

Overview:The proposed feature aims to introduce a "helplet" in the Formitize form builder, offering users a comprehensive dictionary of object names. This helplet will serve as an on-hand reference guide, detailing the functionality and usage of each object name.Detailed Request:The helplet will provide a detailed list of object names, each accompanied by a clear explanation of its function. For instance:startTime: Will enter the time when the start job button has been clicked.The dictionary helplet can be presented in two potential ways:As part of one of the form templates, allowing users to refer to it as needed.Integrated directly into the form builder interface, offering users immediate reference while building forms.Implication & Need:Having a helplet with a clear dictionary of form object names can significantly enhance the user experience. It provides clarity, reduces potential errors, and empowers users to utilize the full potential of the form builder. Especially for new or less frequent users, this feature can serve as a valuable tool, ensuring they can efficiently and effectively build forms without confusion.

Pest Control Specialists 9 months ago

4

Save and Resume Webforms (Forms)

Summary: Introducing the ability for users to save their progress on webforms, allowing them to return and complete the form at a later time.This feature ensures a more user-friendly experience, especially for lengthy or complex forms.Intended Outcome:Enhance the user experience by eliminating the need to start over if a form isn't completed in one sitting.This is particularly beneficial for forms that require detailed information or have prerequisites that users might not have on hand during their initial attempt.How Will It Work?As users fill out a webform, a "Save Progress" button will be available.Clicking this button will save the current state of the form.Users can then return to the form at a later time, where they'll find their saved data intact.Once the form is complete, users can submit it as usual.

Keith Azzopardi 9 months ago