NextGen FSM
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Dynamic Forms

Overview

The Dynamic Forms on mobile are a powerful tool for managing and monitoring activities. They provide preconfigured templates for field resources, which lets you collect and organize data related to daily activities and events.

For example, you can use a Dynamic Form to register on-field anomalies detected during a maintenance operation.

You can access two types of Dynamic Forms in the NextGen FSM Platform mobile app:

  • Dynamic Form assigned to a Scheduling Resource

  • Dynamic Form assigned to a Work Order (WO) Operation

Dynamic Forms Assigned to a Scheduling Resource

Forms assigned to you as a scheduling resource are generated on the server. You can find them in the Dynamic Form section of your mobile app if their status is Fixed.

In this section, you'll see a list of forms that are ready for you to complete. You also have a few options:

  • Tap the Synchronize button to sync all data, including your forms, between the server and your device.

  • Tap the + (plus sign) to create a new form in the field. Choose the template that best fits the issue you've encountered. You can fill out this form on your mobile device or on the server.

Dynamic Form creation on mobile

You can create a new form directly from the field using the mobile app.

  1. Tap the + (plus sign) in the top-right corner of the Dynamic Form section. A list of preset templates appears. This list allows you to create a form for a specific activity or event, such as recording an issue with the company's network.

  2. Select a template from the list. The app creates a new form based on that template. Each template shows two lines of information to help you choose the right one:

    • First line: Template Code and Description

    • Second line: Validity start date and Release number

  3. Fill in the form as needed. You can now manage and complete it just like any other standard form.

Dynamic Form Assigned to a WO Operation

Forms can also be assigned to a specific Work Order (WO) operation. This means anyone performing that operation can access and fill out the form.

Once a Dynamic Form is assigned and the WO status is Fixed, you'll see a Dynamic Form card inside the WO section. This card shows you how many forms are available for the current WO operation and how many have been fully completed. Tap the card to see the list of available forms and begin filling them out.

Understanding the Dynamic Form View

The Dynamic Form preview gives you an overview of each form.

Dynamic Form Preview

  • Completion Status: A colored circle graph shows your progress on the form:

    • Gray: The form has not been started.

    • Red: The form is partially completed, and some required fields are still missing.

    • Yellow: The form is partially completed, but all required fields are filled in.

    • Green: The form is fully completed.

  • Field Counter: Shows you the number of fields you have completed versus the total number of fields.

  • Template and ID: Displays the name of the template used to create the form and its unique ID.

Tap a form preview to open its details and start filling in the fields.

Dynamic Form Header

The header at the top of the form provides these options:

  • Template Name: The name of the form template is displayed in the center.

  • Cancel: Tap to exit the form without saving your changes.

  • Save: Tap to save all your changes and exit the form. The completion counter on the form preview will update accordingly.

Dynamic Form Input Fields on Mobile

Dynamic Forms use different types of input fields. Some key ones include:

  • Text and Numbers: Fields for entering text, integers, and decimal values. Some have minimum and maximum value limits.

  • Date and Time: Fields for selecting specific dates and times.

  • Yes/No: Simple fields for selecting "Yes" or "No."

  • Selection and Multi-selection: Choose one or more values from a predefined list.

  • Coordinates: Use the GPS button to automatically get your location coordinates or enter them manually. Additionally you can pinpoint the exact location directly from a dedicated map

  • Barcode: Scan a barcode or QR code with your device's camera or enter the value manually.

  • Attachments: Upload multiple photos, videos, or documents from your device at once.

  • Pictures: Take a new picture with your camera or upload one from your device. You can set limits for file size and type.

  • Signature: Use your finger or a stylus to add your signature.

Other Key Features

Sections

Use Section nodes to group your data and organize your form into a clear, hierarchical structure. A section can contain other nodes, including other sections.

Computed Nodes

Computed nodes are read-only fields that automatically calculate a value based on other fields in the form. The system performs the calculation for you based on a predefined formula.

For example, if a form has two fields, Value #1 and Value #2, a computed node could automatically show their sum.

Form Validation

The app prevents you from saving a form if you haven't filled in all the required fields. An error message appears that prompts you to complete the form.

Read-Only Nodes

Read-only nodes appear with a light gray background, making them easy to identify. This background remains gray even when you tap the field, indicating that you can't edit the value.

Generate a pdf from the form

Generate a pdf report directly from the dynamic form on your mobile device. Review and present the intervention summary to the customer before you close the WO. To create a PDF:

  1. Complete and save or submit a dynamic form. 

    • The filled form will appear as a card in the list of forms.

  2. In the form’s card, tap the three-dot menu > Generate PDF. 

Note: You can also delete a filled form from the three-dot menu.

Both mobile- and server-generated PDFs maintain the same structure, format, and content, which ensures a consistent experience across all platforms.

Create Dynamic Form from the Map

Create a Dynamic Form by selecting a location directly on the map. The form will be associated with the chosen location, and the system automatically retrieves the corresponding coordinates. The coordinates are also saved in the form header. This method is ideal for quickly linking forms to a specific geographic point without manually entering coordinates. To create the Dynamic Form from the Map:

  1. Open the Agenda in the application.

  2. Navigate to the Map view.

  3. Click Create New Dynamic Form icon.

  4. Tapping on the map a pin appears at the chosen location.

  5. Click Confirm.

  6. The Dynamic Form template creation process starts, and you can continue filling out the form.

Enhance the traceability of your resources by linking an Asset or Account directly to a Dynamic Form. You can easily create and link a form straight from a technical object on your mobile device. To create a linked form:

  1. Search for the desired technical object (Asset or Account) in the mobile app.

  2. Tap the action button to create a Dynamic Form.

  3. The dynamic form is automatically created with your selected technical object already associated.

Note: To successfully link an asset or account, the following conditions must be met:

  • The Dynamic Form status must be Open.

  • The form must be created from a template scoped to either Scheduling Resource or Work Order Operation.

  • The asset or account must not be linked to any other item (e.g., another Work Order Operation). Each asset can only be associated with one entity at a time.

By ensuring assets are uniquely linked under these controlled conditions, the system prevents conflicting relationships and maintains perfect compatibility with your existing scheduling resource logic.