This guide explains how to use the search functionality within the "Dynamic Form Creation" pop-up on mobile devices in OverIT's NextGen FSM platform to quickly find and select the correct dynamic form template. This is especially useful when many templates are available, helping field technicians efficiently initiate new data collection forms.
Before you begin
Ensure you are logged into the OverIT FSM mobile application and have navigated to a section that allows you to create or associate a dynamic form with a work order or task.
How to Search for a Dynamic Form Template
-
Open the Dynamic Form Creation Pop-up: From the relevant section in the mobile application (e.g., a work order detail), initiate the action to create a new dynamic form. This will open the "Form Creation" pop-up, displaying a list of available templates.
-
Locate the Search Bar: At the top of the "Dynamic Form Creation" pop-up, locate the search bar.
-
Enter Search Keywords: Tap on the search bar and begin typing keywords related to the template you are looking for (e.g., the sheet's name or a descriptive term).
-
Observe Real-time Filtering: As you type, the list of available templates below the search bar will automatically filter in real-time, showing only those that match your entered keywords.
-
Select the Desired Form: Once you see the correct template in the filtered list, tap on it to select and initiate its creation.
After you finish
By using the search functionality, you have efficiently located and selected the appropriate template to be used to create the dynamic form. This reduces the time and effort typically spent scrolling through long lists, allowing you to proceed faster with your data collection.