The form builder allows for the creation of forms in various areas of Commusoft that creates a customised mobile experience when gathering information.
The form builder can be used to create:
Platform | Feature |
JMS | |
Sales | |
FMS |
Some options detailed below are available for building specific types of forms.
Pages
➡️ Add new page
The first step on any form builder is to add a new page.
Page type: Choose the page type form the dropdown.
Standard: Create a blank page, most commonly available page type.
List: Create a list of items; on a custom form this can be used to list assets.
Engineer signature: Preconfigured with inputs required for a basic user signature page.
Customer signature: Preconfigured with inputs required for a basic customer signature page.
Page name: Name your page as it will be displayed when the form is completed.
Save the page details.
Once a page is created, you can drag and drop options from the left menu to create fields.
Sections
Use sections to group related questions.
➡️ Drag and drop a Section to the page
Enter a Section name to describe the group of questions.
Click Save to add the section.
Example
Create a section called Final checks with a group of fields that should be completed last.
Input Types
Use input types to build the fields the mobile user will complete when filling out the form.
Adding an input
➡️ Drag and drop an input type onto the page
Field name: Enter the name of the field
This is the question the user will see when completing the form.
Field help text: Use this to explain the field's purpose or provide additional context.
Required: Makes the field mandatory, preventing moving to the next page or completing the form without a response.
Visible on list: Tick this to show this field as the label when viewing list page entries on the mobile app.
This is useful for helping engineers identify each entry at a glance (e.g. listing rooms, assets, or equipment names).
Copy onto invoice: Tick this checkbox if you'd like this field to be included in the invoice details when the user selects Copy engineer feedback during invoicing.
This action is not automatic; the engineer must actively choose to copy their feedback for it to appear on the invoice.
Appear on job report: Include the field and response in the engineer feedback on the final Job report PDF, if included in Job report PDF layout.
The form builder will auto-save periodically.
You can rearrange fields on a page after you've added them to your form using drag and drop.
Input types explained
Input: A free type text area to enter short, basic notes.
Number: A whole number can be entered; the mobile app will display a number pad.
Text area: A free type box text area for detailed notes.
Date: Record an accurate date format; the mobile app displays a calendar for input.
Time: Record an accurate time format; the mobile app displays a clock for input.
Toggle: Provide options cycle through in the mobile app; ideal for simple, single response fields.
Checkbox: Multiple choice check boxes; user selects all options that apply.
Single checkbox: One checkbox; ideal for simple confirmation fields.
Radio: Provide options for the mobile user to select a single response; ideal for two or 3 options.
Dropdown: Provide a list of options to select a single response; ideal for fields with many possible responses.
Input with selection choices: Provide a selection of options for common responses to a field along with an input text area for any uncommon responses.
Plain text: A display-only field, displaying the entered text without any possible response; ideal for providing instructions within the form itself.
Decimal: A decimal number can be entered; the mobile app will display a number pad.
Signature: A box to draw a handwritten signature.
Photo: Add a number of photos to the form; set a maximum up to 3 per field.
Non-editable input: A read-only field that applies the current user's name from the user's profile.
Mileage: The current vehicle mileage will be displayed in the field.
User: Select a user from a drop-down menu.
Custom calculation: Create an equation that uses other fields and numbers to automatically calculate a result.
This input supports number and decimal fields; The engineer’s responses will be used in the calculation.
Calculation: To build the formula:
Select valid number or decimal fields from the form
Type whole or decimal numbers directly
Press Enter after each value
Use the following symbols:
+Add-Subtract/Divide*Multiply()Brackets to group parts of the equation
To enter a negative number, start with a minus sign (e.g.
-5).
Number of decimal places: Choose how many decimal places to show in the result — up to 10 places.
Validate maths: Ensure the equation entered functions as expected and provides an accurate result. Validation must pass to save the field.
Click here to see custom calculation example.
Click here to see custom calculation example.
Preset input types
Several toggle fields with preset options are provided to expedite form creation.
Yes/No
Yes/No/N/A
Good/Fair/Poor/N/A
Pass/Fail/N/A
Compliant/Non-compliant/N/A
The input type used for the preset options cannot be changed. You will need to create the field manually to use another type.
Additional Field Configuration
After saving an input type, you can configure them with further options depending on the input type used.
Options
Some input types, such as dropdowns, radio buttons, and checkboxes, allow you to configure a list of selectable options for the user.
Click Options on the side panel.
Type each option into the Add option field and click Add.
To make changes, click Edit beside the option name.
To remove an option, click Delete.
When finished, click Save.
Measurements
Some input types allow you to define units of measurement (e.g. cm, kg, °C). If multiple measurements are provided, the user will select from a dropdown list.
Click Measurements on the side panel.
Type each unit into the Add measurement field and click Add.
To make changes, click Edit beside the unit.
To remove a unit, click Delete.
When finished, click Save.
Defaults
Some input types allow you to set a default value for the field. This can either be one of the predefined options (like Yes/No or Pass/Fail), or a free-text value depending on the input type.
Click Defaults on the side panel.
If the field has selectable options, choose one to set as the default.
If it’s a free text field, type your desired default value into the box.
When finished, click Save.
Validations
Use validations to check that data is entered in the correct format. You can choose from preset validation types or enter a custom pattern.
Click Validations on the side panel.
Click the ➕ icon to add a new validation.
Select one of the available validation types from the dropdown:
Email address (preset)
Date (preset)
Custom pattern (enter your own regex)
For Custom pattern, type your regular expression into the field provided (e.g.
[a-zA-Z]+$for letters only).To remove a validation, click Delete.
When finished, click Save.
💭 What is a regex?
A regex (short for regular expression) is a pattern used to match specific types of text. For example, you can use regex to check if someone entered a valid email address or a date in the correct format. If you're using a custom pattern, be sure it follows standard regex rules.
Dependencies
Configure an input or section to display based on a trigger question.
Click Dependencies on the side panel.
Click the ➕ icon to add a condition.
Select a question from the list of available screen fields.
The dependent question must already exist on the form.
Select the value that will trigger this input to appear (e.g. Yes, No, N/A).
To add another condition, click the ➕ icon again. You can configure multiple dependencies for a single input.
Click Save when you're finished.
Dependencies are set per field and triggered by answers to other questions already on the same page. If the questions are related (like defects, warnings, and actions), it’s helpful to keep them in the same section so they’re easier to manage.
A field will only appear if all dependency conditions are met. You cannot create logic using OR/ANY combinations — all selected conditions must be satisfied (logical AND).