To get started, log in to Salesforce, and upon logging in, you'll be directed to the dashboards page. Above the dashboards, you'll find a set of options. Let's explore the "Trades" category – simply click on it. Once in, locate and click on the Form Builder button.
This action will transport you to the Fieldtech management portal, where you'll find a comprehensive list of service forms alongside associated trade services and work types. Within this portal, you have the flexibility to edit, clone, or delete existing service forms. Moreover, you can create new forms by selecting the "plus new form" button.
In the new form field pop-up, input crucial details such as the form name, description, and work order assignment setup, covering trade, service, and work type. Clicking the "next" button will transition you into the form builder.
Within the form builder, there's a structure tab for constructing your page view. This tab enables you to build service forms with one or multiple sections, each of which can be labeled.
Next up is the elements tab, serving as the primary space for constructing your form. Within this tab, you'll discover a variety of elements that can be integrated into your service form. These elements encompass a Title, the option to include a helpful hint or timestamp, and the ability to specify whether they are mandatory elements. Many elements also support nested logic for a more dynamic form. These elements include checklist items, a drop-down selection, a multi-button selection, photos, a signature, and a text description box. When combined, these elements empower you to generate virtually any service form.
The final two tabs available are details and audit trail. The details tab mirrors the information initially entered when creating a new service form, and you can edit its content from this tab. The audit trail tab reflects all changes made to the form, displaying who made the changes and when.
The video can be found here: https://youtu.be/OLY1FU455MM