Getting Started

Authentication

Reading from the API

Auto Reports

Layout Widgets

Building your first WorkMobile form

Basic Widgets

Radio Button List

Timestamp

Segment

Data Link Drop Down List

Media Widgets

Introduction

Using IntelliSense

Data Types

Misc Widgets

Deleting a Sub-Form

Making a Field Searchable

Extensibility Scripting

Retrieving More Complex Data

Hiding and Showing Fields Dynamically

Computing

Arithmetic Functions

Date Functions

Logical Functions

Data Conversion Functions

Text Functions

Info Functions

Subform Functions

Parent Form Functions

Documenting Expressions

Jobs Introduction

Creating a Job Type

Job Broadcast

Bulk Job Upload

Notifications Introduction

Email Notifications

Report Notifications

HTTP/Postback Notifications

Creating a Custom Menu Structure

New Job Notification

SMS Notifications

Managing Notifications

Notification Triggers

User Groups

Password Reset for Mobile Users

Using an Existing Report on a New Form

Quick Start - Building Your First Report

Adding Sub Form Data to a Report using Sub-Reports

Refreshing your DataSet

Converting Check Box data (1’s and 0’s) into Yes and No

Using Document Libraries

Password Security

Uploading a Drop-Down Data Source

Exporting Data

Purging Data

Editing Data

Sharing Data

Batch Processing

Creating a Job

Closing a Job

Allocating and Reallocating Jobs

Understanding Job Status

Viewing Your Data

Creating Filtered Views

Adding the API to Your Project

Connecting to Your Account

Manipulating Mobile Users and Simple Entities

Retrieving Form Data

Removing Data

Full List of Commands

Importing Jobs

Uploading a Data File

Creating and Amending Forms

Notifications

Overview

Creating a Job from a Completed Form

Tips for Making Commands Shorter

Connecting Data SQL Server Using WMConnect

How to Send Mobile Error Logs

Best Practice for Mobile App Upgrades

Retrieving Lookup Data

Working with Jobs

Downloading and using the app

February 2024 Release Notes

Support User

May 2024 Release Notes

Solution Builders Introduction

Using the Web Portal Introduction

Basic Widgets - Common Properties

Job Duration

Textbox

Photo

Multi-Photo

Barcode

Sketch

File Upload

Video

Solution Builders

Toolbox - Basic Widgets

Toobox - Media Widgets

Toolbox - Layout

Toolbox - Misc Widgets

Form Designer

Expressions

Jobs

Mobile Users

Report Builder

Document Libraries

Media

Building a Custom Portal

Templates

Resources for users managing data and jobs

Using the Web Portal

Managing Data

Managing Jobs

Developers

Legacy API

API 2.0

WM Tool

WM Connect

Support

Release Notes

<h2>&nbsp;</h2><h2>Building a Simple Form</h2><p>To make things simple, we'll be using a hypothetical form based upon a simple worksheet. This form will contain the following fields:</p><figure class="table"><table><thead><tr><th>Field</th><th>Data Type</th></tr></thead><tbody><tr><td>Customer Name</td><td>Text</td></tr><tr><td>Address</td><td>Text</td></tr><tr><td>Visit Date</td><td>Date</td></tr><tr><td>Visit Type</td><td>Text Selection (List)</td></tr><tr><td>Hours Worked</td><td>Number&nbsp;</td></tr><tr><td>Customer Signature</td><td>Signature</td></tr></tbody></table></figure><p>&nbsp;</p><p>To begin, once you’ve logged into your WorkMobile account the first screen you should see is the WorkMobile dashboard.</p><ul><li>Click the&nbsp;<strong>Create&nbsp;a New Form</strong> button &nbsp;and you’ll be taken to the new Form Dashboard</li></ul><figure class="image image_resized" style="width:87.57%;"><img src="https://cdn-assets.productfruits.com/4f42d4b1-d957-4464-a437-f46d837ead09"></figure><p>&nbsp;</p><p>&nbsp;</p><ul><li>On this page, you can enter the name of the form and a meaningful description.&nbsp;</li></ul><figure class="image"><img src="https://cdn-assets.productfruits.com/2cd9e07b-4645-4e20-b416-be1561f7edfe"></figure><ul><li>Enter&nbsp;<strong>Job Sheet</strong>&nbsp;into the Form Name field.&nbsp;&nbsp;</li><li>Click&nbsp;<strong>Save</strong></li></ul><h2>The Form Builder</h2><p>Before we continue, let’s take a minute to look at the different components that make up this screen to understand how this works.&nbsp;</p><p><img src="https://d2x3xhvgiqkx42.cloudfront.net/9b95b20b-0d92-44a6-a8ed-f00ed68183a1/f9c015a2-0bfd-462e-8d4b-1b90e0a666dc/2021/11/26/0f40e842-7e14-404f-a593-1b38a2582d33/04fa24ce-bcfd-4936-ac6d-6ba4835cfc06.png" alt=""></p><p>The form builder is basically made up of the following key areas: -</p><h3><strong>1.Toolbox</strong></h3><p>The toolbox contains all of the different tools that you’ll use to build your WorkMobile form. You can hover your cursor over each tool to find out its name. For example, hover over the first tool in the&nbsp;<strong>Basic Data Capture</strong>&nbsp;section, the&nbsp;<strong>Text Box</strong>&nbsp;tool. The textbox tool does pretty much what is says on the tin. It allows you to capture text on your WorkMobile form.<br><br>So, for example, in our example, we want to capture&nbsp;<strong>Customer Name</strong>&nbsp;by allowing the engineer to engineer to write the customer name. We’d therefore use the&nbsp;<strong>Text Box</strong>&nbsp;tool to do this.<br>&nbsp;</p><blockquote><p><span style="color:hsl(30,75%,60%);">You can find a full list of widgets </span><a href="https://helpcentre.esayworkmobile.co.uk/en/article/common-toolbox-properties-reference" target="_blank" rel="noopener noreferrer"><span style="color:hsl(30,75%,60%);">here</span></a></p></blockquote><h3><br><strong>2. Canvas&nbsp;</strong></h3><p>The canvas is essentially a virtual mobile device which you use to build up your form. To do this you simply grab a tool from the toolbox and drag it onto the canvas. The canvas allows you to re-arrange and delete tools from the form should you need to.</p><h3><strong>3. Properties Panel</strong></h3><p>The properties panel allows you to configure each individual tool once it’s been placed onto the canvas. For example, you might drag a&nbsp;<strong>Text Box&nbsp;</strong>tool onto the canvas. The properties panel will allow you to give it a meaningful name e.g. Customer Name. You can also set properties should as the minimum and maximum number of characters that you’ll allow your users to enter. Each tool has its own unique set of properties.</p><h3><strong>4. Information Window</strong></h3><p>The information window lets you know if there are any problems with your form. Any problems are reported here giving you the opportunity to correct before saving your form.<br><br>OK, enough with the theory, let’s get building.</p><h2>&nbsp;</h2><h2>Adding the Customer Name Field&nbsp;</h2><ul><li>Drag a&nbsp;<strong>Text Box</strong>&nbsp;from the toolbox onto the canvas.&nbsp;&nbsp;</li><li>On the properties panel enter&nbsp;<i>Customer Name<strong>&nbsp;</strong></i>into the&nbsp;<strong>Caption</strong>&nbsp;field. You’ll see that the caption for the tool on the canvas will change to reflect this.<br>&nbsp;</li></ul><h3>A Quick look at a tool on the canvas</h3><p>Let's take a moment to look at the properties panel now that we've placed a widget onto the canvas. Although each widget share certain common properties, some widgets will have properties that are unique to the widget type. The screenshot below shows you the properties that relate to a <i>TextBox. </i>You can find out more about what each properties do in other parts of the Help Centre.&nbsp;</p><p>At his point, it's also worth pointing out that once you place a widget onto the canvas, the widget itself is decorated with a number of indicators that don't appear on the mobile app, but are instead intended as a guide to help the form designer. These are described below.</p><p><img src="https://d2x3xhvgiqkx42.cloudfront.net/9b95b20b-0d92-44a6-a8ed-f00ed68183a1/f9c015a2-0bfd-462e-8d4b-1b90e0a666dc/2021/11/26/80767e1b-619a-4ff2-9d25-563d0c4b3bea/1079a62b-78e5-4364-a4ef-78e7bf850915.png" alt=""></p><p><img src="https://cdn-assets.productfruits.com/79cd292f-ed77-4773-9226-5ea81a02032c"></p><p><strong>1.</strong> Hidden/Not Hidden It’s sometimes useful to have a tool on the form which is hidden by default and only made visible when a certain action happens. If you set the hidden property of the tool in the properties panel, then this icon will be highlighted.</p><p>&nbsp;</p><p><img src="https://cdn-assets.productfruits.com/d60054c3-9289-4ada-9272-fab1abb265c9"><br><strong>2.</strong> Required/Not Required<br>For any type of input, you can specify by default if the field is mandatory or not, i.e. the user has to input a value before proceeding. If you set the&nbsp;<strong>required</strong>&nbsp;property of a tool in the properties panel, then this icon will be highlighted.</p><p><br><br><img src="https://cdn-assets.productfruits.com/7ab07eca-3d5a-484b-b909-f294c9dbb769"></p><p><strong>3. </strong>Formula present&nbsp;<br>Once you become familiar with WorkMobile, you’ll want to make your forms even more powerful by using formulas to carry out more advanced validation or calculations. If you’ve entered a formula into a tool, then the formula icon will be highlighted.</p><p><br><br><strong>4.</strong> Remove&nbsp;<br>Shouldn’t really require explanation but for completeness, removes the tool from the canvas.<br><br>So, as you can see, the icons give the form designer some visual indication regarding the property configuration for each tool on the canvas.</p><h2>&nbsp;</h2><h2>Adding the Address Field</h2><ul><li>Drag a&nbsp;<strong>Text Box</strong>&nbsp;from the toolbox onto the canvas.&nbsp;&nbsp;</li><li>On the properties panel enter&nbsp;<i>Address<strong>&nbsp;</strong></i>into the&nbsp;<strong>Caption</strong>&nbsp;field.&nbsp;&nbsp;</li><li>Click&nbsp;<strong>Multiline&nbsp;</strong>in the&nbsp;<strong>Appearance&nbsp;</strong>section of the properties panel. An address is usually entered over a number of lines so this configures the text input box to behave differently and &nbsp; allow multiple lines of text to be added.&nbsp;&nbsp;</li><li>Set the&nbsp;<strong>Max Length</strong>&nbsp;value in the&nbsp;<strong>Validation</strong>&nbsp;section of the properties panel from 50 to 300. This increases the number of characters the user can enter for the address from 50 to 300.<br>&nbsp;</li></ul><h2>Adding the Visit Date Field</h2><p>For the visit date, we could use a&nbsp;<strong>Text Box</strong>&nbsp;control again. However, this means more typing for the user and we’d need some way to ensure they’ve entered a valid date in a consistent format. For this reason, we’ll use a calendar tool which is better suited for the task.</p><ul><li>Drag a&nbsp;<strong>Calendar</strong> <img src="https://d2x3xhvgiqkx42.cloudfront.net/9b95b20b-0d92-44a6-a8ed-f00ed68183a1/f9c015a2-0bfd-462e-8d4b-1b90e0a666dc/2019/01/25/c50fb680-ab90-435b-8d3d-dffbfd0c3610.png"> from the toolbox onto the canvas.&nbsp;</li><li>On the properties panel enter&nbsp;<i>Visit Date&nbsp;</i>into the&nbsp;<strong>Caption</strong>&nbsp;field.<br>&nbsp;</li></ul><h2>Adding the Visit Type Field</h2><ul><li>Again, we could simply use a text box here, however this company has 3 different types of visit that it makes which are installation, service and repair. It would make more sense therefore to allow the user to pick from a list of options. Not only does this require less typing again, it also means that the data you capture is consistent.</li><li>Drag a Drop-down list <img src="https://d2x3xhvgiqkx42.cloudfront.net/9b95b20b-0d92-44a6-a8ed-f00ed68183a1/f9c015a2-0bfd-462e-8d4b-1b90e0a666dc/2019/01/24/c5726c1e-251d-44f7-ad15-bfe4548fff56.png"> from the toolbox onto the canvas.&nbsp;</li><li>On the properties panel enter&nbsp;<i>Visit Type</i>&nbsp;into the&nbsp;<strong>Caption</strong>&nbsp;field.&nbsp;</li><li>To add the potential options, you simply type each option into the&nbsp;<strong>Entries</strong>&nbsp;box located in the<br><strong>Values</strong>&nbsp;section of the properties box. Each entry, hit the&nbsp;<strong>Enter</strong>&nbsp;key on your keyboard to start a new line. The Entries box should look like this:</li></ul><figure class="image image_resized" style="width:65.98%;"><img src="https://cdn-assets.productfruits.com/983790d1-fae2-4313-a4e8-a7cd2507b6f3"></figure><h2>Adding the Hours Worked Field</h2><p>Here, we want the user to enter a numeric value so we’re going to use a different type of tool that specialises in capturing numeric data – the&nbsp;<strong>Number</strong>&nbsp;tool. The number tool allows us to specify what type of number s are allowed, i.e. whole numbers only or numbers with decimal points. We can also define acceptable ranges i.e. must be greater than 0 and less than 10,000.</p><ul><li>Drag a&nbsp;<strong>Number</strong>&nbsp;tool <img src="https://d2x3xhvgiqkx42.cloudfront.net/9b95b20b-0d92-44a6-a8ed-f00ed68183a1/f9c015a2-0bfd-462e-8d4b-1b90e0a666dc/2019/01/24/b8c739f1-b127-42f1-9cb6-bce4d4175900.png"> from the toolbox onto the canvas.&nbsp;</li><li>On the properties panel enter&nbsp;<i>Hours&nbsp;worked </i>into the&nbsp;<strong>Caption</strong>&nbsp;field.&nbsp;</li><li>Because we want the user to be able to enter a fractional amount into this box, select&nbsp;<i>2 Decimal Places</i>&nbsp;from the&nbsp;<strong>Number Type</strong>&nbsp;selector in the&nbsp;<strong>Validation&nbsp;</strong>panel.&nbsp;</li><li>We also don’t want the user to enter values less than 0 so type&nbsp;<i>0</i>&nbsp;into the&nbsp;<strong>Min Number</strong>&nbsp;field in the&nbsp;<strong>Validation</strong>&nbsp;panel.</li></ul><h2>&nbsp;</h2><h2>Adding the Signature Field</h2><p>In order to capture out customers signature using the touch-screen, we simply need to use one of the media capture tools – not surprising called the&nbsp;<strong>Signature</strong>&nbsp;tool.</p><ul><li>Drag the&nbsp;<strong>Signature</strong>&nbsp;tool <img src="https://d2x3xhvgiqkx42.cloudfront.net/9b95b20b-0d92-44a6-a8ed-f00ed68183a1/f9c015a2-0bfd-462e-8d4b-1b90e0a666dc/2019/01/24/605bacab-ebc2-4d8f-bf0c-ef6a5f8b1bee.png">from the&nbsp;<strong>Media</strong>&nbsp;section of the toolbox onto the canvas&nbsp;</li><li>On the properties panel enter&nbsp;<i>Signature</i>&nbsp;into the&nbsp;<strong>Caption</strong>&nbsp;field&nbsp;</li></ul><p>That’s it. We’ve finished building our first WorkMobile form which should look like the screenshot below:&nbsp;</p><figure class="image image_resized" style="width:33.52%;"><img src="https://cdn-assets.productfruits.com/8f74bbd9-a236-4015-a1c5-4c47d8b184c5"></figure><p><br>To save your form, click the&nbsp;<strong>Save</strong>&nbsp;button on the top right of the screen.<br><br><img src="https://d2x3xhvgiqkx42.cloudfront.net/9b95b20b-0d92-44a6-a8ed-f00ed68183a1/f9c015a2-0bfd-462e-8d4b-1b90e0a666dc/2019/01/24/9e50c576-2acd-4be8-a4ba-c513dd7609f2.png"></p><h2>&nbsp;</h2><h2>One Last Thing</h2><p>Before your users can see the form that you’ve built on their mobile device, there’s one last action that you need to carry out; that’s publishing the form.<br><br>Once you’ve saved your form you should see a screen like this:<br><br>&nbsp;</p><figure class="image"><img src="https://cdn-assets.productfruits.com/a42d5f47-c113-4bbe-a991-09991d9b74fe"></figure><ul><li>To publish your form, simply click the&nbsp;Published toggle.</li></ul><figure class="image"><img src="https://cdn-assets.productfruits.com/71bf1d27-0907-4dce-bf83-0cffbbe805d8"></figure><ul><li>Your form should now be published.</li></ul><p>The next step in the process is to create a <i>mobile user </i>in order to allow a mobile field worker the ability to login to the WorkMobile app.</p><p><a href="https://helpcentre.esayworkmobile.co.uk/en/article/creating-your-first-mobile-user">Next</a></p>

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