Arrivy Forms

Arrivy Forms requires a Premium subscription. If you do not see Arrivy forms in your Arrivy interface, please upgrade to Premium or contact support@arrivy.com if you believe you are already subscribed.

Introduction

Arrivy Forms is a form authoring and delivery environment that allows form-based documents to be created, filled-out in the field (or office) and then turned into PDFs for archive and email. Arrivy Forms lets you eliminate paper in the field, to collect and review data electronically, and to have those documents automatically archived and made available for future access. Forms can be internals (e.g. start-of-day checklists) or can be customer-facing. Customer documents can include both completed forms such as a bill of lading (in PDF) as well as forms with information that needs to be filled-in by the customer, such as a credit authorization form.

Forms can include controls like signature blocks and pictures. It supports dates, dropdown controls and can do calculations (e.g. total a series of fields). But, what makes Arrivy Forms particularly powerful is access to the data within Arrivy. You can use dynamic fields, such as customer name, address, Task start time, to automatically populate form fields. Additionally, forms can include extra field data (fields that you include in Tasks, usually via Templates)–for example, manhour rate, truck rate, etc. These extra field values can be used in calculations, as well.

In order to implement Arrivy Forms for your Tasks, you’ll need to understand several elements:

  1. Forms Settings and how to create and publish a form
  2. The Forms authoring environment
  3. How to attach published forms to Tasks
  4. How to use forms in the field

Forms Settings

Arrivy Forms can be found under the Settings tab at Settings > Forms. The list of forms shown on this page are specific to a given company. You can add a new form by clicking the Add New Form button or use the kabob menu to duplicate or delete a form. When you initially create a form, that form is in an “unpublished” state, meaning that it cannot be attached to Tasks. The unpublished state allows you to work on and refine your form without worrying that it may accidentally be used before it is ready. Unpublished forms have a blue, pencil icon. A Form can be moved easily from draft to published state but not visa-versa.

Published forms have a green “clipboard” icon. You can continue to edit a published form. However, once a form has been attached to a Task, it will not benefit from any further edits made in Settings. You can think of the forms in Settings as “master forms.” Once a form is attached to a Task, a copy of the master is made and stored with the Task. In order to use an updated form, you must delete the form from the Task and reattach it.

The forms Settings page

The Forms Settings page

Next: The Forms authoring environment >