Digital Forms Release Notes

Control the visibility of your Digital Forms in Simpro Premium

The following Simpro Options are now available in the Form Details page:

• Make Public - select On to enable sharing this form in the Attachments tab in Simpro Premium
• Enable Email Distribution - select On to enable sharing this form as an Attachment in emails sent from Simpro Premium

You can select these options individually on each form, and they are applied when the form is sent to Simpro Premium.

Please be aware these options are toggled off by default.

• Only show field on mobile

If you’re creating a basic form from a PDF, sometimes you might want to use a field to capture information, but you don’t want that field to appear on the final submitted version of the form.

Some reasons might include:

• Information needs to be captured while filling out an external form, that only for internal use.
• A Job ID or Quote ID has been added to a form so that the form is sent to Simpro Premium after it is filled in.
• Fields have been added to a form to automatically populate with reference data and need to create a chain of automatically populating fields to link them together. But the linking fields aren’t relevant to the complete form.

If you need to capture information for any reason, but don't want these fields to appear on the final, filled-in, version of the form you can make it so that fields only show on mobile.

Learn more in How to Create Basic Forms.

• Dropdown Fields

Previously Dropdown was a style option for Single Choice fields. Now Dropdown has its own field type. This means all Single Choice fields added to forms that used the Dropdown style, have become Dropdown fields. Additionally, Reference Data can now only be applied to Dropdown fields, not Single Choice fields. This prevents reference data from being mapped to Radio Buttons and Boxes, since they were not suited for capturing reference data.

Learn more in Field Library.

• Turn PDFs into digital forms
• Want forms that look like your PDF forms? Upload your PDF and align your fields so your digital forms can match official documents and look just how you want them, including any custom letterheads and branded designs that are part of the PDF. Look for this feature under Create New > Basic Forms on the Forms page.

Learn more in How to Create Basic Forms.

• Improvements
  • When editing choices for a drop-down, the cursor was jumping down to the end. Now your cursor will stay put.
  • The Place value in... advanced setting for text fields was missing. Now it’s back where it belongs.
  • The calculation was not retained when you tried copying a calculation field. Now copying will work as normal.
  • When you clicked the toggles in the left panel, the workspace was scrolling to the bottom. All fixed!
  • Now you can sum values in non-table screens with the Sum field!
  • We’ve improved number field validation.

• Improved Form Builder

  We've redesigned the Form Builder interface to make it faster and easier to use. You can now adjust field and screen settings directly in the new sidebar, eliminating the need for multiple pop-up windows. Additionally, the reorganised Field Library will now make it easier for you to navigate and access the Field and Screen Settings.

• Introducing List screens

  Previously, you could use tables to capture repeating groups of data within a form. Now, you can use lists to capture the same information for a single field multiple times without the need for multiple columns. This makes it easier to structure your forms when collecting repetitive data. For example, to collect the names of people at a site, you can easily create a list field within your form.

• Introducing Loop screens

  Now you can convert screens to loop screens where fields can be repeated multiple times. This is helpful for filling in forms with repeated data, such as line items on invoices or inspections. You can also add loops within loops to repeat fields across different sections of a form, providing greater flexibility in collecting the required data. Unlike tables, loop screens offer more customisation options for formatting, allowing you to arrange fields without the restrictions of using rows and columns.

Learn more in How to Create Advanced Forms and How to Use Reference Data and Images.

Reauthorise Simpro Premium Connection

To keep your Digital Forms and Simpro Premium integration working seamlessly, you can now easily reauthorise the connection. If your connection is still authorised, this option won’t appear. However, if the connection has been disconnected, the REAUTHORIZE button will appear on your Digital Forms Profile page.

Learn more in Update Your Profile and Integrate Simpro Digital Forms With Simpro Premium.

Field Masks for Single Line Text fields

Use Field Masks to ensure a user inputs text data in a specific format. For example, a field mask can be used to ensure a product ID is always two letters followed by a four-digit number. Learn more in Field settings.

Field size options for multiple line text fields

Set the mobile style of multiple line text fields to appear small, normal or large sized. This ensures that the person filling out the form has a field that is appropriately sized for the amount of text being entered into the field. Learn more in Field settings.

Standard PDF settings and sizes for Single Photo, Drawing and Signature fields

The form builder now has the option to apply standard PDF settings to single photo fields. This ensures they are formatted appropriately when added to a standard generated PDF. Additionally, the form builder has the option to set the size for photos, drawings and signatures on Standard PDFs.

Ability to paste items into the Choices list for Multiple and Single Choice fields

Previously you needed to paste list options for choice fields one at a time. Now you can copy and paste an entire list when setting up a choice field.

Field Conditions support blank values

Previously, if you added a condition to a field you needed to enter something in the value field. Now you can leave the value blank if you want the condition to be applied if the value field is left empty. For example, if you could make a postal address field conditional so that it only appears if a customer address field is left blank. Learn more in Add conditions.

Allow users to add choices on mobile for reference data fields

The allow users to add choices on mobile settings for Single Choice fields now works with reference data. This means that mobile users can type and add a choice if it's not already on the list.

Set a Short Text field to Email and Number style

Need to ensure that a text field is filled in correctly with an email or a number? You can now set a short text field to email or number styles.

Configure decimal places on number fields

Ensure numerical data is recorded in the relevant format and rounded to the correct value. Control how many decimal places are available on a number field. Learn more in Field settings.

Static Image fields

Need to convey important visual information to someone filling in a form? Use Reference Images and Static Image fields to populate forms with preset images. Save field users from constantly needing to upload the same images every time they fill in a form. Add site maps, diagrams, or other images to your forms that might be useful in the field. Learn more in Field library.

Time Format for Calculation fields

Calculations can now be applied to time fields and displayed in a time format, giving users filling automatically to calculate times that should appear on a form. For example enter a start time and a duration to automatically calculate an end time. Learn more in Field settings.

Max character length for single line text fields

Ensure your forms are always presented well and entered text fits perfectly. You can now set a maximum character limit on text fields that display on a single line. Learn more in Field settings.

Reference Images for Drawing Fields

Upload reference images and link them to drawing fields to allow users filling in the form to draw on or annotate existing images such as blueprints, schematics, site maps and diagrams. Learn more in How to Use Reference Data and Images.

Allow duplicate entries on tables

You can now allow duplicate entries from a table’s settings. This is useful if you plan on entering the same values multiple times on the same table and gives you more flexibility when mapping dependent reference data.

Set display fields on tables

If the person filling in a table is scanning barcodes, entering product numbers or selecting from similarly named items, set a display field to help them identify what they’re looking for.

For example, you could set up a table so that when a barcode is scanned, the item name is displayed, rather than the string of numbers associated with the barcode. Alternatively if an item name is entered, you could have the brand names display to help distinguish between different versions of the same item. Learn more in Manage Screens, Tables and Lists.

Set display styles for screens and tables

You can now set up the style of screens so that field labels appear above or to the left of fields when the form is being filled out in the mobile app. Also, change table styles so that the table appears pre-populated or labels appear above fields. Learn more in Manage Screens, Tables and Lists.

System defaults for single line text fields

Set up single line fields to automatically populate with the company name registered used when registering for Simpro Digital Forms or with the name of the person filling in a form.

Reference Image Report

If you’ve associated a reference image with a range of fields in different forms, quickly and easily see which forms are using the image with the Reference Image Report. This is particularly handy when you’re updating or replacing reference images.

This report allows you to see a list of your forms, whether they’re published, the last time they were updated and which reference images they’re using. Learn more in Simpro Digital Form Reports.