You can pre-fill parts of the form and send an instruction to one or more users. The assigned user receives a push notification on their device and can easily complete the form.
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An Instruction is a workflow between two users who fill in the same form. This function allows you to pre-fill some fields of a form in our Platform and assign it to another user to finish or validate the tasks.
Log in to the MoreApp Platform and select the form you want to create the instruction for. Go to the Instruction tab and click on New work instruction to create an instruction. For example, fill in the needed information in the Inspection form.
Note: The Pin, Signature, Catalogue, Drawing and File-widgets are not supported.
2. Select recipients
Pre-fill the form if needed. Assign the instruction to one or more users. You can select users separately or you can select a group. Add a message and choose when you want to send the instruction. Once it is ready, click on Save.
Note: The selected users or groups need to have access to the form first.
3. Receiving a push notification
The assigned users receive a push notification on their phone or tablet. There is a section for the instructions in the menu of the App where the instructions can be found to finish one by one.
Note: Users will get the notification from the App, not in the email.
4. The status of the instruction
In the Instructions tab you can also check the status of the instruction. When clicking on the eye icon you can see if the instruction was completed or if it's still Pending. This means the instruction still needs to be done. In this overview you have 2 options to choose from; Complete or Revoke. When you click on Complete, the instruction will be saved. If you click on Revoke, the instruction will be deleted from the app.
5. Status Colours
In the Instructions tab it is possible to see the following Status colours:
Green = Completed
Blue = Pending
Red = Removed from the app
Orange = Revoked from the Platform
You have successfully sent an instruction to one or more users! Use our free API to create an integration between MoreApp and the tools you use. Take a look at our Developer Docs for more information.
- When you update a form by adding, for example, a new widget, the update will also be visible in the instruction that was already sent!
- Every API which is not documented in our API documentation can be changed at any moment.
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