Step 2: Build

The Form Builder is the core of the GoCanvas experience; it's where you'll design the forms that your users will complete in the field. Once you've logged in, use the menu on the left side of your screen to navigate to your Forms page to get going.

Note: this article focuses on the Advanced Form Builder but we have another builder experience called the Builder BETA that is a faster, more intuitive form building experience that we welcome you to try!

Form Building 101

There's a lot to know about the Advanced Form Builder. This video covers the basics to help you get started:

For more details about using the Form Builder, visit the topic in our Help Center.

Reference Data

Reference Data is a powerful tool that allows you to populate fields using a CSV file.

While that may sound simple, in practice it allows us to do things like auto-fill multiple fields based on a single entry; narrow down a list of items or tasks; tie data together, like an item name and its price; and more.

It can eliminate a lot of manual entry, both on the backend when you’re building and maintaining forms, and for your users in the field. Learn more.

Dispatch

Assign jobs to team members out in the field by sending pre-filled GoCanvas forms to them on their mobile devices. From Work Hub, you can create Dispatches one-by-one, through the Dispatch Calendar, or by uploading a CSV. Learn more.

Workflow

Workflow is for processes where multiple people have to work on the same submission. It gives you the ability to pass a Submission from one user to the next until it is completed. This is especially useful for any approval process (like time cards or inspections) or work that requires input from more than one user. You'll create Workflow handoffs from the Form Settings page after you've built your form. Learn more.

Step 3: Design