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Forms for mobileX-CrossMIP

Forms are ubiquitous in service and maintenance. They document processes such as maintenance, inspections, acceptance tests and record the condition of systems using precisely defined measured values. They are often even required by law.

Most of the time, they originated in paper form and are now available, sometimes even electronically, in the form of Word, Excel or PDF documents.

To map forms in mobileX-CrossMIP, mobileX offers two options:

Two options for mobile forms

PDF Forms for mobileX-CrossMIP

With PDF Forms, existing digital forms can be used and edited flexibly in PDF format in the mobile app mobileX-CrossMIP. They are particularly suitable for forms that require no or little dynamic input and are used on larger displays.

More about PDF Forms for mobileX-CrossMIP

mobileX-CrossForms

With mobileX-CrossForms companies can create individual, dynamic forms for the mobile app mobileX-CrossMIP. Technicians can fill out checklists and forms on their mobile device in the familiar mobileX-CrossMIP interface and then create a PDF form with signature.

More about mobileX-CrossForms

PDF Forms for mobileX-CrossMIP

With PDF Forms, existing digital forms can be used and edited flexibly in PDF format in the mobile app mobileX-CrossMIP. They are particularly suitable for forms that require no or little dynamic input and are used on larger displays.

Features

 

Form capture directly in PDF

With PDF Forms, existing digital forms in PDF format can be used and edited.

 

Extensive tools for form design

Extensive tools for form design for PDFs, such as Adobe Acrobat DC or by exporting Microsoft Office documents are available.

 

Electronic Signature & Digital Signature

In the PDF Forms the technician or customer can sign or create a digital signature.

 

Presetting with context information

Form fields can be pre-filled with information from the order, on the customer or other data available on the mobile client, thus assisting the technician with the input.

 

Redaction of fields

Parts of a document such as internal text or images can be revised and removed before finalization.

 

PDF document for feedback

Feedback and saving of the form in the backend system is done as a PDF document.

mobileX-CrossForms

mobileX-CrossForms is a module with which companies can centrally create individual, dynamic forms for the mobile app mobileX-CrossMIP and distribute them to users. Technicians can fill out checklists and forms on their mobile device in the familiar mobileX-CrossMIP interface and then create a PDF form with signature.

Features

 

Individual creation in WebIDE

The forms are created in a WebIDE in TypeScript. In the browser-based editor, users can easily create, edit and localize static or dynamic forms with guidance. A live preview provides a view of the form in mobileX-CrossMIP for review.

 

Use of backend data

During creation, users can access all data available on the mobile client, be it master or transaction data. Contextual information such as order, customer or address data can be pre-filled to make it easier for technicians to complete the form.

 

Wide range of input options

mobileX-CrossForms offers an extensive selection of different form elements to display and enter data. These include labels, text, number and date/time fields, drop-down lists, checkboxes, signatures, but also headings, paragraphs or "programmable" buttons.

 

Validation and dynamics during input

Via the validation system the inputs can be checked for valid values. For this purpose, common validators are already available for mandatory fields, email addresses, value limits and others. These can be extended by own rules. These can also be dynamically activated based on context information, e.g. of the order or customer.

 

Feedback as data record or PDF

All values that are captured via mobileX CrossForms can be transferred and stored in the backend system in structured form as a data record and (optionally) unstructured as a PDF document. The PDF form is also created in the WebIDE and can be customized as desired by integrating logos and adapting to the CI.

 

Suitable for small displays

The layout of the mobileX-CrossForms corresponds to the app mobileX-CrossMIP and is also very well suited for small displays such as smartphones and tablets. Even extensive checklists and protocols can be edited in a user-friendly way.

WebIDE of mobileX-CrossForms

The WebIDE of mobileX-CrossForms offers great comfort and support for the creation of forms and their PDF documents:

  • Modern code editor with auto completion and display of semantic and syntactic errors
  • GraphQL Query Editor with live execution of queries against real data
  • Live preview for the form and PDF document with "real data" from the test or production environment
  • Integration of the mobile app in a sandbox for testing the forms in the real context of the client
  • Virtual file structure to organize multiple files during development
  • Code debugging via the browser's developer tools
  • Tools for internationalization (i18n): Excel import and export for translations, changeable language in preview