How to Access the Page
It can be found by -

• Going to the "Management" -> "Forms" -> "Settings" main menu entry


• Going to the "Account" -> "Settings" main menu entry and then clicking the "Configuration" tab and clicking "MobiForms"

"View Form"
The "View Form" page lets you view, edit, and add fields within the form.

"View Form" contains -

Name:	Description:
"Stand Alone"	means the form can be filled independently of a customer, work order, or any other entity.
"API Name"	is the API name of the MobiForm. It does not change after it is created.
"Category"	is the category of the MobiForm.
"Enabled"	is if the MobiForm is enabled.
"Clone Form"	clones the form so you can make modifications off of the new one.
"Add Panel"	adds a panel to the MobiForm. If a form has no panels it will create two panels (including one for the existing fields).

A form field is a field needed for your own form that you can create that will appear within the form's add, edit, and view page, import/export, etc, that are used to add to the existing form fields based on the needs of your business that can be searchable, appear once or multiple times, be open ended, is required or optional, and can be visible by the customer or not.

Examples of form fields are date worked performed as a date, picture as image capture, and hours as multiple choice.

"Fields" contain -

"Name"	is the name of the form field.
"Type"	is the type of form field which include string, number, decimal, date, yes/no, multiple choice, QR code, signature, header, image capture, lookup, multiple choice from table, notes, phone number, phone number plus extension, product field, SSN, sub form, table, text area, vertical separator, vertical spacing, view MobiForm, view MobiForm print view, multiple QR code, customer field, user field, asset field, store field, pre field, project field, asset list field, inline product field, dynamic header, multiple option dropdown, and time field.
"Required"	is if the form field is required to fill or not.
"Searchable"	is whether the form field is searchable or not within "New Search."
"API Name"	is the API name of the form field. It is used in the Reporting section and configuring PDFs. It does not change after it is created.
"Allowed Values"	Shows the configuration information; only provides value during troubleshooting
"Actions"	include view, edit, and delete.
"Add Field"	adds a form field.

"Add Field" adds a form field to "Fields."

Add Field contains -

Name:	Description:
"Property Name"	is the name of the form field.
"Property Type"	The type of form field which include string, number, decimal, date, yes/no, multiple choice, QR code, signature, header, image capture, notes, phone number, phone number plus extension, SSN, text area, vertical separator, vertical spacing, multiple QR code, customer field, product field, user field, project field, asset field, store field, dynamic header, multiple option dropdown, and time field. The "Unique Field" means that you cannot fill two forms with the same value for this field; the field value has to be unique within the system.
"String"	is a field where the user can enter text. The field supports limiting the number of characters that can be entered.
"Number"	is a number field that does not accept decimals. The maximum and minimum number for the field can be defined.
"Decimal"	is a number field that accepts decimals. The maximum and minimum number for the field can be defined.
"Date"	is a field that allows the selection of the date from a pop-up calendar or a 3-field layout. It can be specified whether the current date will automatically appear and cannot be edited.
"Yes/No"	is a yes/no field indicated by a checkbox.
"Multiple Choice"	is a multiple-choice field where the values within it can be specified within "Select Values" by placing a comma between each value. You can indicate if the first value is invalid. For instance, if in the first value you want to give instructions for the multiple choice such as, "Please select from the following:"
"QR Code"	is a field that captures barcode/QR code data (only for the device).
"Signature"	is a signature capture field to capture signatures (only for the device).
"Header"	is a bold label that does not allow input.
"Image Capture"	is an image capturing field that displays in the mobile device that allows photos to be taken to upload into the field or uploads existing images from the mobile device's gallery into the field. It can be specified to not allow images from the device gallery.
"Lookup"	is a data source field that has to be configured by MobiWork.
"Multiple Choice From Table"	means the options in the multiple choice are stored in a data storage in MobiWork's system. This field needs to be configured by the MobiWork Professional Services team before it can be used.
"Notes"	adds notes to the notes list for the entity. For example, if a form is filled for a work order, then the note field content will be added to the work order notes list.
"Phone Number"	is a phone number field that can be indicated if the phone number will appear in one or three fields.
"Phone Number Plus Extension"	is a phone number field that allows an extension to be inputted. It can be indicated if the phone number plus extension will appear in one or four fields.
"Product Field"	allows the selection of the products available in the Permissions to appear in the field. The product list search results will be based on the search string. You can disable adding a new product on a device for this field. It can be specified that the user can edit the price through edit quantity (on web/device) and whether quantity can be edited (on device). Product inventory is where inventory comes out of. Product type is either product or services. Default quantity is what is prepopulated. Add to invoice is if a form field or form is associated to a work order then this product will be added as a line item to the invoice.
"SSN"	allows the inputting of the social security number within 3 fields (###-##-#### format).
"Sub Form"	displays another form.
"Table"	displays in a table format on the web. The columns are the fields defined in the MobiForm for the table field. The number of rows are dictated by the row headers which are comma separated values.
"Text Area"	is a larger text field for multiple sentences, notes, etc.
"Vertical Separator"	is a vertical line separator for the web only.
"Vertical Spacing"	places spacing between rows for the web only.
'View MobiForm"	views the MobiForm within a form (only available on the web).
"View MobiForm Print View"	displays how the form will look if you print it out.
"Multiple QR Code"	allows the scanning and inputting of multiple QR codes continuously in this field.
"Customer Field"	allows the selection of the customers available in the Permissions to appear in the field.
"User Field"	allows the selection of the users available in the Permissions to appear in this field. Default to device user, if selected, will display the user who is logged in on the device within the field.
"Asset Field"	allows the selection of the assets available in the Permissions to appear in the field. Associate asset with work order, if selected, and if a form field or form is associated to a work order then it will associate the asset with the work order.
"Store Field"	allows the selection of the stores available in the Permissions to appear in the field.
"Pre Filled"	allows you to get information from other complex fields such as user fields or customer fields and fill in the value into these fields (for example, the title of a user).
"Project Field"	allows the selection of the projects available in the Permissions to appear in the field.
"Asset List Field"	allows you to fill out a form on a list of assets. The list of assets are configured in the "initial value of the field" field.
"Inline Product Field"	captures the quantity for the product specified in the field.
"Dynamic Header"	allows you to show data from the associated work order or customer (such as work order description, customer's name, etc.).
"Multiple Option Dropdown"	is a drop down where you can select multiple options.
"Time Field"	Allows you to specify a 12- or 24-hour time format
"Required"	is if the form field is required to fill or not.
"Searchable"	is whether the form field is searchable or not within "New Search."
"Customer Visible"	will allow customers to view the form field on the Customer Portal.
"Number of Times"	include once which will show the form field one time or multiple open-ended which will add the form field multiple times.
"Device Read Only"	means the field cannot be edited on the device.
"Web Read Only"	means the field cannot be edited on the web.
"Long Question Type"	is for the label of the field. It is a user interface setting which gives more space for the label on the device.
"Field Description"	are any comments that describe the field.
"Show Advanced Options"	include QuickBooks Field Name, Label CSS, and Initial Value for this Field.
"QuickBooks Field Name"	only applies to customer forms/form fields. This refers to the name of the corresponding field in QuickBooks which is used during the import/sync.
"Label CSS"	is a web only feature which allows the entered HTML CSS attributes to be applied to the field label (for example, showing the label of the field in red with a font size of 20 px).
"Initial Value for this Field"	sets the initial value of this field when the form is added/opened on the device. At present, this needs to be configured by MobiWork's Professional Services team.

Within a form, panels are used to move from one screen to another (with each screen having fields logically grouped together) within a device. Next Actions dictate the actions necessary in order to move from one screen to the next. Therefore, panels can be used to skip over fields or collect additional information if a particular field value is selected.

Panels within a MobiForm contain -

"Move To Top"	moves the panel to the top of the other panels.
"Delete"	deletes the panel.
"Edit"	edits the panel.
"Action Type"	can be Goto Panel, Goto Panel If..., Save Form, Review And Save, or Review and Go To.
"Goto Panel"	goes to the next panel automatically.
"Goto Panel If..."	means when a field within a panel operator condition is true for the other field in the panel (equals, not equals, etc) then it goes to the next panel.
"Save Form"	saves the form, which ends the data capture. No more panels will be shown.
"Review And Save"	reviews all the fields/panels that were captured in this form in the subsequent screen and shows the button to save. The user has the option to cancel this at this screen without saving.
"Review and Go To"	reviews the data captured up to that point and then goes to the panel specified in the "Go to."
"Next"	is the next panel.
"Actions"	include edit and delete.
"Add Next Action"	adds a next action to "Next Actions."