Automate data capture processes - Generate a new form based on a Smartsheet event (like when a new row is added or when the status of a task changes), then automatically assign the form to the right person and pre-fill with data from a sheet row.Build familiar-looking mobile forms - Create a user-friendly, digital version of your existing paper-based form documents that can streamline user adoption and maintain professionalism.Getting started with the Smartsheet API.ENGAGE 2023 Smartsheet ENGAGE brings together our global customers, experts, and partners to share their experiences, ideas, and best practices.Smartsheet events Your hub for Smartsheet events, webinars, Q&As, and user groups.Partners Learn about the Smartsheet partner program and access our partner directory.Community Explore user-generated content and stay updated on our latest product features.Help and Learning A comprehensive knowledge base, including articles, tutorials, videos, and other resources that cover a range of topics related to using Smartsheet.Content Center Articles and guides about project management, collaboration, automation, and other topics to help you make the most of the Smartsheet platform.Although yesterday the reverse occurred, and the new database would not synchronise but required an updated upload. ![]() There also appears to be a glitch in the database uploads where you need to delete and re-create each database to update it, otherwise the data is not available on the devices. Samsung TabA tablets still lockup the app occasionally and require restarting of the app. You need to take the vendors recommendations seriously and only use high spec hardware. ![]() The template setup may be a little daunting for first time users or non-IT personnel, but online and phone support is readily available. The captured data can be readily exported in raw format or as structured reports.Īll data is retained and synchronised from the device even if you shut the app down mid-form. We can update the server side databases and have it synchronised to all mobile devices within minutes, giving data to populate the form fields automatically. The web based list of completed forms is chronological giving "Today" as a section at the top of the list.Ĭoming from years of completions management with enterprise software, GoFormz is a simple but effective tool to manage inspections and auditing. The tabbed filtering of created documents in the app gives instant selection of all, draft, completed keeps control in the field. This outputs a hand signed complete pdf report document with data fields populated from the uploaded database, plus typed text fields and sketch images (photos plus optional user sketching overlayed). We are utilising pdf forms created offline, with data fields overlayed on to the document. Not really many CONs involved.Ĭomments: GoFormz was selected as a field documentation solution to enable efficient completion of inspection forms. This is a small inconvenience, and does not take away from the ease of use. The one feature that I hope will be made readily available is the ability to have folders inside of folders for templates. There was a drastic reduction in the learning curve for employees.Īs I have watched GoFormz grow from the small start up back in 2011 to now, a lot of the features that I had wanted have been implemented. By having the same look of the paper form that they were used to filling out for years, it was an easier transition to doing it electronically. Having a wide range of employees that are not technical savvy, this was a big concern for us. The #1 sell for our team was the ability to keep the EXACT look of the paper form that we used. ![]() It makes the data that used to live on a piece of paper be searchable, exportable and easily manipulated into solid data that you can use to make sound business decisions. I highly recommend their service for anyone that uses forms in their day to day operations. This software has made my job so much easier over the years. I enjoy working with the team members, they are always responsive, open to feedback and are willing to work with their customers to improve features and negotiate pricing levels. ![]() Comments: I have been a loyal GoFormz user for over 5 years now.
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