For app owners
Forms for your team’s work
Prepare contact fields, units, star ratings and searchable lists with multiple selections.
Describe the data your team enters
The owner prepares forms through an assistant. Say which data you need, which fields are required and who can change them. Give an example from your team’s daily work.
New options appear in your app after they have been configured. Adding fields or changing how data is saved may affect the live app directly. Ask to preserve existing data and permissions and agree on how to check the result.
How to update an existing appContacts, numbers and units
Ask for fields designed for email, phone numbers and web addresses. On a phone, they make entry easier with the appropriate keyboard and may offer autofill from saved contact details. A web address gets https:// added when you leave the field if you typed only the domain.
A number or calculated value can show a unit, such as km, h or %. A unit helps distinguish hours worked from a price and is not entered as part of the number.
In my service app, use email, phone and web address fields for customer contacts. Show h beside hours worked and km beside distance. Preserve existing data and permissions and check saving.
Star ratings and sliders
You can enter a rating using stars. Ask for a 1 to 5 scale or another maximum from 2 to 10 stars. The same rating can appear in overviews and details. Click the selected star again to clear an optional rating.
A slider suits a value with fixed bounds. Give the minimum, maximum and step size, such as a budget from 5,000 to 50,000 CZK in steps of 2,500 CZK. The selected value appears beside the slider.
Allow a 1 to 5 star rating after a job is completed and show it in the jobs overview. Add a budget slider to the new service request, from 5,000 to 50,000 CZK in steps of 2,500 CZK. Check saving with the relevant permissions.
Choose several options and search lists
A short fixed list of up to eight options can appear as buttons you switch on and off. This works for equipment or types of work completed.
For a longer list, ask for search and the option to select one or several items. Selected items stay visible and can be removed individually.
In my service app, let technicians search parts by name and select several items. They should see their selections and remove individual items. Preserve existing data and permissions.
Add a new item to a list
If a searchable list offers Add, type the new item’s name and confirm adding it. Once saved, the item is selected in the form. The owner configures who can add items and which details are required.
The new list item is saved immediately, before you confirm the main form. Closing or cancelling the main form does not remove it. Data saving is disabled in the change preview.
In the parts search, let technicians add a new part by name directly from the form. Check that they have permission and that a new part can be saved with the required details. Explain that the list item is saved before confirming the job.
Test the form before sharing it with the team
Check data entry, units, search and selections on a phone and computer. With a test record, try allowed values as well as an invalid contact or a value outside the configured bounds. Check that the data is saved and shown correctly in the details too. Use the same access as the person who will fill in the form.
How to fill in a form and save a recordWhat to do when data does not save
Vibee