One form or multiple forms?

I am struggling to learn The best way to set up forms for my accounts. we visit our customers monthly and do similar repetitive tasks. i’m hoping someone can tell me if I should make a separate form for each account or if it’s possible to have one service report form that links site specific equipment and log data for each account.  ideally I would only want the equipment info to display on the report if we do a test on that specific equipment during the visit but it is very cumbersome to have to enter the equipment location, type, Chemical used, etc. each visit.

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  • Hi Jacob!

    Thank you so much for reaching out! It seems like what you may be looking for is the use of reference data. This allows you to pull information from an excel spreadsheet or google sheet integration so that data can pre-populate which saves you time in the field. Check out this help article, our on-demand video, Customizing Your Forms, or attend our LIVE webinar session, where we take you through the process step by step. Register here.

    I hope this helps! If you have any additional questions feel free to reach out!

    Troi Coleman, Learning & Education Specialist

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