What’s New
Form Keywords and Form Criteria
DataGuide Forms are used to create complex checklists that are specific to product types, product lines, or job types. Previously, the system administrators had to create and manage one wizard step for every form. It became more challenging for them to manage the field service process for the large amount of forms.
With the introduction of Form Keywords and Form Criteria support, now the administrators are enabled to create and manage forms effectively by categorizing them based on the keywords that matches with the form criteria and add these forms to the wizard step. For more information, see
Organize Forms.
The feature enables the administrators to:
• Add keywords to the forms to categorize them based on product code, product family and other attributes of a record. For more information, see
Adding Keywords to a Form.
• Define Form Criteria that is used to match the keyword with the attributes of the record. For more information, see
Creating a Form Criteria.
The end-user can view the qualified forms on Web and Go app. For more information, see
Viewing Qualified Forms.