Forms

Overview

Forms are a flexible tool that lets users send structured messages from the mobile app to your backend. This article covers how to create and manage forms within App Manager, and where they can be referenced.

NOTE: Forms can also be created via API, which unlocks advanced formatting and validation options. For details, view our Forms API Documentation. To understand data flow, validation logic, and message delivery, refer to our Forms Guide.

Accessing Forms

Within App Manager, navigate to App Configuration > Forms to view and manage all forms in the active environment.

You can  search for active or archived forms by typing in the Name or Code in the search bar.

NOTE: Changes made here affect the active environment only.

Creating a Form

1. Navigate to App Configuration > Forms within App Manager

2. Select + Add a Form

3. Assign a unique Code and Name to the form

   • The code is used internally and cannot contain spaces.

   • The name is visible in the mobile app and should clearly reflect the form's purpose.

4. Select + Add a field to build your form. See Form Field Types for a full list of available inputs.

5. Select Save once all required fields are configured.

NOTE: Enabling “Show when sending new messages” makes the form available in the Form List when users send new messages. We recommend integrating load dependent forms into workflows, such as load or stop actions, to improve efficiency and reduce errors.

Managing an Existing Form

Adding a Form Field

1. Select + Add a field within the relevant form

2. Configure its attributes

3. Select Save

Reordering Form Fields

1. Reorder items within the relevant menu using either method:

   • Drag and drop: Select and drag the handle on the left of any field into position

   • Move buttons: Select an field, then use Move up or Move down

2. Select Save to apply changes, or Discard Changes to abandon modifications

Deleting a Form Field

1. Select the field to remove within the relevant form

2. Select Delete

3. Select Save

Viewing References

You can see where a form is currently used (e.g., actions, menus, custom screens) in the Referenced By section. Changes made to a form with references will affect the specific components listed.

1. Expand a component section to view it’s references

2. Select a component’s name to navigate to it

NOTE: Archived components are marked with an icon.

Copying a Form

You can duplicate a form into another environment.

1. Open the form you want to duplicate

2. Select the Copy button, located just below the Save button

3. In the modal that appears, use the dropdown to select the destination environment, then confirm

Archiving a Form

Select the Archive button to set the form to an archived state once it is no longer in active use.

NOTE: Archived forms remain available for historical reference and can be unarchived later.