• Creating forms

  Forms can be used for: Reporting issues Tracking maintenance Special requests Activity and prices of your competitors Collecting information on consigned equipment For more information about the use of forms, check out the following article: Ideas for using forms (https://help.handy.la/en-us/article/ideaFew readers

• Ideas for using forms

  🟢 Returns record Use them to track products that your clients have returned. A form can help you register this information and keep it organized. 🟢 Register expenses You can create a form where your salesperson can register the expenses made on their workday, such as gas, tolls, parking, etc. 🟢 Delivery confirmationFew readers

• Dynamic forms

  Dynamic forms can be used in many ways. They can be created in the web portal and answered by users in the mobile app. Dynamic forms change based on the user’s responses, directing them to specific follow-up questions depending on their answers. For example, you could create a form that follows this format: Important information: All questions would have SectioFew readers

• Forms by category

  In Handy, we understand that for different client categories, it’s important for your promoters to cover specific aspects on each visit. You can achieve this by assigning a form to a category. To set this up, you'll need to edit your client categories. In the categories' details, you can click on edit and select Related forms, where you can choose the form, or forms, you want your users to answer when starting a visit with a client of a certain category: (https://storage.crisp.chat/Few readers

• How to link a form to a visit

  Forms can be displayed to mobile users when a visit is completed, depending on the visit's outcome. The app can force users to answer the form. First, you'll need to create forms based on your needs. After your forms have been created, you have to set up the Visit results catalog. To do this, go to your company's settings, located on the icon at the top left side of your screen, then click on Visit results. (https://storage.crisp.chat/users/Few readers

• Customize regular expressions (Patterns) of a form's text box

  If you want a text box in a form to accept only certain values or a certain number of characters, you need to set up a regular expression (Pattern) for each question. This is a very technical topic, so don't be afraid to reach out to our support team if you have any questions. The programming language used for patterns is Java. In this example, we want the form to only accept letters (either uppercase or lowercasFew readers