Introduction
The Smart Form Deployment app provides a more efficient way to deploy and manage electronic forms across jobs in Joblogic. It allows you to deploy or undeploy multiple forms at once, configure how each form behaves, and control exactly which jobs the forms are applied to.
The app offers flexible deployment options for future jobs, existing incomplete jobs, or a manually selected set of jobs. You can configure forms individually or in bulk, helping to reduce repetitive administration while ensuring forms are deployed consistently across your workforce.
This guide will walk you through how to deploy and undeploy forms, configure deployment settings, and understand the key behaviours and limitations of the Smart Form Deployment app.
Accessing the app
Click Marketplace on your Joblogic menu, and then select Explore More if the app is not shown in the pop up.
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Navigate to My Apps and open the Smart Form Deployment app.
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Deploying Forms
The deployment wizard guides you through configuring your forms and choosing where they should be deployed.
Action
Choose the action you want to perform::
- Deploy Forms
- Undeploy Forms
Click Continue to proceed.
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Forms
Select the electronic forms you want to deploy by ticking the relevant checkboxes, then click Continue.
Note : You can select up to 10 forms in a single deployment operation.
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Configure
Configure how each selected form should behave when deployed.
For each form, you can:
You can:
- Choose whether it is an Asset Form, Visit Form, or both.
- Select when the form should become available (for example, On Arrival or On Completion).
- Specify whether the form is mandatory for the visit or asset.
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If multiple forms require the same configuration, use the Bulk Update row at the top of the grid to apply the same settings to all selected forms.
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Target Jobs
Choose where the forms should be deployed.
You can deploy forms to:
- Future jobs only
- All open jobs
- Pick jobs manually
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When using either Future jobs only or All open jobs, you can also enable Redeploy the related incomplete visits.
This updates any incomplete visits that have already been sent to engineers, ensuring the newly deployed forms are available on their mobile devices.
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If you choose Pick jobs manually, you'll be presented with a list of eligible jobs. Tick the jobs you want to include, then continue to the next step.
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Review
The Review page displays a summary of the deployment, including the selected forms, configuration settings, and target jobs.
Review the information carefully before proceeding.
- Click Deploy Now to begin the deployment.
- Click Back if you need to make any changes.
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Note: Deployments are processed in the background and may take up to 2 minutes to complete, depending on the number of forms and jobs selected.
Undeploying Forms
Undeploying forms follows the same process as above, minus the configuration step.
Further Support
For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com
Publishing Details
This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.