Introducing Workflow Form Groups for Faster Job Creation & Setting Mandatory Requirements 

27 January 2020. Posted by Draven McConville

There were 150+ updates made to the platform in 2019. However there is more to come in 2020 and we are kicking the year off already with a new feature release!

As you are aware we released “Multiple Mobile Workflow Forms on a Job” allowing your field team members to complete multiple custom forms on a single job. We have received great feedback on this and as always we are constantly innovating, so we have therefore decided to extend the functionality a little more with the introduction of Workflow Form Groups.

What Are Workflow Form Groups?

With this new feature you can create a group and then add a range of workflow forms to that group.


Mandatory Setting
You will have the ability to determine what mobile forms are mandatory within the group and therefore must be completed on a job by your field team member.

Completion Order Setting
Mobile forms within a group can have a set order of completion for the forms. Therefore on the job you can determine what order forms within the group must be completed by your field team member. A good example of this would be the completion of a Risk Assessment form first before being able to move on to complete the next form within the group.

Faster Job Creation
Utilising Workflow Form Groups will improve the efficiency and speed on creating jobs. It will enable you to select a group of forms when creating the job. By selecting a group you have created, it will automatically select the mobile workflow forms within that group, meaning there is no need to individually select each form every time you create a specific job. Great for those jobs that always require a specific group of forms every time.