How do I fill out Forms on my phone or tablet?

Tap New.

Select a Template to create a Form using that Template.

With your Form created, you'll tap through and fill out each field. As you enter information, your progress is automatically saved.

Tap Complete when you're ready to submit your Form.

Can I fill out Forms on my computer?

Yes.

At app.goformz.com, you'll log in to your profile.

On the Forms tab, select a Template from which you want to create and fill out a Form. It'll open in the Web Form Editor.

If you need to fill out the Form over multiple sessions, select Save to return to it later.

When you're finished, select Complete.

How many Forms can I store in my account?

There is no technical limit to the number of Forms you can store in your account.

What's the difference between a "drafted" and a "completed" Form?

Drafts Forms are Forms that are still being filled out or edited.

Completed Forms are entirely filled out and submitted.

🗒️ Note: Completed Forms can be re-opened and edited by users with the appropriate permissions.

What's the difference between a Form and a Public Form?

Forms are filled out by members of your account, whereas Public Forms are filled out by people outside of your account.

Why did my completed Forms disappear from my mobile device?

On your phone or tablet, you can access and review either All Forms, Drafts, or Completed Forms. Each tab displays its respective Forms for 7 days.

If a Form is older than 7 days old, you'll need to search for it by its Form name.

What's the difference between exporting Form data and running a report?

When you export Form data, you cannot select specific fields for export, whereas with reports you can specify which field data you want to review.

What's the purpose of the map icon on the Forms tab?

If a mobile device's location services are active, then this map icon reports where the corresponding Form was completed.

How can I make it so that my Forms have unique names when I receive them?

Set up a Default Form Name calculation to automatically assign unique Form names to each received Form.

What does "Offline transfer" do?

Use offline transfer to transfer Forms between account users when no internet connection is available.

To leverage offline transfer, a router will need to be present, and all users who need to transfer or receive Forms will need to be connected to that router. Your router will dispatch the Forms between devices.

How can I provide multiple users in my account to access and collaborate on a single Form?

You'll need to create a Group for these users, and then provide that Group with ownership of the necessary Forms.

While only one user can own a Form at a time, once they've provided the necessary information, they can then transfer the Form ownership to the Group. The next user can then take ownership of the Form, and provide the next required information.

Repeat the ownership transfer process as necessary. Once finished, designate the Form as complete.