If you’re looking to provide quick data capture scenarios for users within or outside your organization without requiring them to log in, our Web Forms add-on might suit your needs.

Starting with 250 free monthly submissions aimed at non-regular users of your apps. Web form entries can be submitted via a browser without a user login by staff, guests, or visitors.

Supporting a range of field types for data capture and display for essential solutions on a single page, with up to 50 fields. Web Form links can be shared with anyone to fill out a form and submit it anonymously, triggering internal business processes or simply updating details.

Solutions that were previously impossible are now possible, potentially expanding your organization’s use cases with our platform.

Design Considerations

• Single-page web form
• Max 50 fields per web form
• No location-based data capture (i.e., Location field and field location properties)
• Upload option required (added by default when creating a new Web Form)
• Anonymous form submissions (by Web Form user in Data Feed views)
• Free 250 upload limit per month (thereafter, billable submissions)

Usage Scenarios

Suppose your team requires access to an incident report Form. While some staff members have regular access to the mobile app and can effortlessly submit the incident report Form, others may not need frequent app access but still need to submit the entry. To accommodate these non-regular users, you can generate a Web Form that they can use for submission. The remarkable aspect is that regular app users can submit the same Form directly within the mobile app.

Or, you’re onboarding a new customer and need their details. Send them a Web Form to fill in their details and update your customer data source.

Or, your customer has contacted you to provide service or installation. Send your customer a Web Form to accept a quote, gather more detailed information about what is required, and schedule a suitable time for you to do the job.

To help you better imagine the use cases where web forms can bridge the gap for non-regular users of your apps, we’ve highlighted three use cases below, illuminating some possibilities.

New Patient Medical History

Scenario: Your medical practice/clinic wants to streamline how it captures new patient details. At present, when new patients arrive, they need to fill out a paper form on a clipboard with their details. The paper form then needs to have its data captured electronically by your admin staff, often resulting in delays and inaccurate information being captured.

Solution: Take advantage of Appenate’s HIPAA-compliant hosting infrastructure and create a web form to send to your patients before they arrive for their appointment. Our mobile-friendly web forms allow your new patients to quickly capture their details and have this submission kickstart a workflow for your admin staff, so no steps are missed when adding a new patient to your electronic medical record management system.

Visitor Registration Form

Scenario: You run a construction site office that needs to process visitors to the site throughout the day to ensure compliance with local health and safety regulations. Your current process involves visitors reporting to the site office to wait in line to have their details captured on a pen-and-paper system before being processed through the health and safety briefing and allowed on the site. You’ve had challenges with lost records and visitors not being processed following the site’s health and safety regulations.

Solution: You create a web form to capture the details of all visitors to the construction site. Visitors can complete a visitor registration form online before they visit, expediting their processing through health and safety briefings. This ensures you are fully compliant with local regulations and have a digital audit trail to boot in the event of any incidents on site.

Service Request Form

Scenario: You operate an air conditioning installation, maintenance, and repair company with ten field service technicians in your staff complement. Customers who wish to log a service request call or email your admin team. You’ve had several incidents where a staff member has captured data incorrectly from the telephone call, or the person emailing the service request has captured incorrect data on the equipment they want repaired.

Solution: You deploy a web form on your company website that allows customers to log a service request and, when doing so, allows them to select equipment from a list of equipment installed at their premises. This allows you to receive the details of the service request far more accurately, ensuring that when you allocate jobs to your field technicians,  they know exactly which piece of equipment they need to service and what equipment or spares they need to take to the customer’s premises. The web form feeds into a concise workflow, allowing admin staff to vet the incoming service request and allocate jobs through our platform’s task and dispatch functionality, ensuring that no steps are missed in the process and work is done correctly and on time, every time.

Web Form Links

After enabling Web Forms, you can create them in the same way as Data Entry Forms.

Go to App Workshop > Forms and tick the “Deploy to Web” option before creating.

Then, on a Web Form’s designer, on the top right, hit “Manage” to get the form’s test or published link.

Test Link
This link will not change between versions but will stop working when the form is not in test mode.

Published Link
This link will not change if you create new versions of this Form.

Embedding

By default, the web URL will open full-width in the browser. However, embedding a Web Form link in your site and wrapping the URL in an iframe that can control its width is possible.

3 Ways to Resize iFrames in HTML – wikiHow

We do not enforce any limitations on where you can embed your web form URL. However, this may change in the future. As your web form needs to be rendered on our servers before being served, with billable form submissions after the free monthly allowance, we suggest not embedding it on high-traffic websites and adhering to recommended usage to prevent unforeseen costs.

Passing Parameters

Like how you pass parameters from one screen type to another, our platform allows you to pass parameters to a web form for more dynamic behavior. By passing parameters to a web form, you can prepopulate fields and set filtering on a data source that, in turn, drives bound fields to display data and provide a better user experience.

To pass parameters, append a values parameter to the end of your web form URL as shown below:

https://eforms.mobileform.net/…?values=dataname1:123456|dataname2:hello|dataname3:data3

Providing values via the query string is the same as passing parameters from a User Interaction launching a form.

For Form targets, you can preset target fields with “dataname:value”, pipe-separated.
e.g. field1:123456|field2:hello