Create forms using existing PDF forms

Configure an existing PDF document as fillable form and assign it to the user to capture the required data. This eliminates the need to manually create the form fields.

To create a form using PDF:
  1. Click the Dynamic Forms button on the left panel and click the Dynamic Forms option.
    Note: You can also expand the Menu and click the Dynamic Forms option.
  2. Click the Create Form button at top right corner and click PDF Form option.
  3. In the Upload Form pop up window, enter the following information:
    Table 1. Create Form attributes
    Field Description
    Form Name Unique ID or name to identify the form.
    Form Description Name of the Form shown on application UI.
    Form Type Type of Form like Single or Multi level.
    Form Category Category of the Form.
    Attribute Select the attributes like Plant, Order Type and Material for which the Form is applicable. Depending on the values you select, app filters the forms list shown to the field technician.
    Upload PDF Form Click Browse button to upload the PDF form.
  4. Click Create.
    Note: To update the form details or replace the attached PDF, click the Update Form icon at the left side pane to modify the details in the Update Form pop up window.