Manage Skedulo Plus forms with Form Builder

View, edit, and delete mobile forms for the Skedulo Plus mobile application using the Form Builder.

Overview

Mobile forms that are available for a team can be viewed in the Skedulo web app. This includes forms built with code using the Skedulo Plus form framework, as well as the Form Builder. To help ensure that the forms are performant, a maximum of 40 forms can be created and each form can contain a maximum of 40 components.

Forms can be viewed, edited, installed, and deleted from the Skedulo web app.

View forms

To view mobile forms and customizations that have been built for your team, navigate to Settings > Mobile app configuration > Mobile forms in the Skedulo web app.

Mobile form settings page in the Skedulo web app

The form details are displayed in a table, including the form name, form type, visible for, and status.

Property Value Description
Name {{form name}} This is the form name (form title).
Form Source Form builder The form was created and can be updated using the Form Builder in the web app.
Custom extension The form was created by and can only be updated by developers using Skedulo’s mobile extension development framework for Skedulo Plus. Please contact your customer service representative for more information.
Form Type Jobs Job forms will display on the Job Details screen on the Skedulo Plus app.
Global Global forms will display on the More screen on the Skedulo Plus app.
Visible For Job Types If the form is a Job form, this column displays the job types for which the forms will be displayed.
Resource Categories If the form is a Global form, this column displays the resource categories for which the forms will be displayed.
Status Draft The form is created but not yet available on the Skedulo Plus app.
Installed The form is installed and is available on the Skedulo Plus app.
Validated The form is ready to install. Forms that have been installed and then uninstalled have this status.

Edit forms

To edit an existing form, you must uninstall it first. Forms can be edited while in a Draft or Verified status.

Forms that have been installed and then uninstalled will have a Validated status. These forms can be edited and reinstalled without needing to be re-validated.

Form status in the Skedulo web app

Do the following to edit a form:

  1. Navigate to Settings > Mobile app configuration > Mobile forms in the Skedulo web app.

  2. Click the form you want to edit from the Mobile forms page.

  3. (Optional) Click Uninstall to remove the form from the Skedulo Plus app if it is currently installed. Click Confirm & Uninstall to confirm the uninstallation.

    Uninstall form confirmation message

  4. Edit the form details and components as required. Click Save for each component or field that you edit to save your changes.

  5. When you have finished editing the form, click Install to make the form available to your mobile users.

View form responses

When forms are completed in the Skedulo Plus app, the form responses are stored in the web app on the form Responses tab.

Do the following to view form responses:

  1. Navigate to Settings > Mobile app configuration > Mobile forms in the Skedulo web app.
  2. Open the job form for which you want to view the responses.
  3. Click the Responses tab.

The following form was completed in the Skedulo Plus app, with the responses recorded in the web app.

Completed customer order form in the Skedulo Plus app

Form responses in the Skedulo Plus app

Responses recorded in the Skedulo web app

Form responses in the Skedulo web app

Delete forms

Forms can be deleted using the Form Builder.

Do the following to delete a form:

  1. Navigate to Settings > Mobile app configuration > Mobile forms in the Skedulo web app.
  2. Click the form you want to delete from the Mobile forms page.
  3. Click Actions in the upper-right corner of the page, then click Delete.
  4. Click Delete on the confirmation message to delete the form.

Delete form confirmation message