Custom Forms: Templates for Inspections and Reporting

Zuzanna Villa
Zuzanna Villa
Jun 18, 2020 | 1 minute read

Custom Forms are an easy way to create templates for your inspection and reporting process. Forms are created and managed in the magicplan Cloud. Once completed, they can be published to the magicplan App and shared with your Workspace and Team members. Forms can be exported in the Report PDF.

Learn everything about Custom Forms in the Help Center.

Custom Forms

 

What are Custom Forms?

Forms provide a structured workflow for you to collect information. The magicplan Cloud allows you to create templates with lists of questions that can be assigned to the overall project, floors, rooms or objects. 

By using Custom Forms, you can easily:

  • add a set of questions to a form
  • format by adding sections and separators
  • apply logic to create follow-up questions 
  • organize questions using drag and drop
  • mark important questions as mandatory
  • assign forms to a specific context (project, floor, room, object)
  • share form templates to your Workspace and Team members

Custom Forms in the Cloud

Question types include:

  • Yes/No questions
  • Drop-down questions
  • Text Fields
  • Distance (includes imperial and metric units)
  • Number
  • Photo (add photos from the gallery or camera)
  • Color (color selector of the app)
  • Date and Time

Custom Forms in the app

 

What's coming

In futures releases, we will be adding a dedicated interface in the app to fill forms and collect reporting data in general. This interface will offer a structured view to work through a predefined Form.

 

If you want to learn more about magicplan’s reporting capabilities or have questions around this update, reach out to our sales team.

 


 

Get started with Custom Forms now

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