Forms OnTheMove
Salesforce Forms made Simple for Users and Administrators
Ultimately Flexible Salesforce Forms that guide users ...
Ultimately Flexible Salesforce Forms that guide users ...
Save users' time and improve process compliance with offline / online Forms that show the relevant data points at exactly the right the moment. Minimize clicks and seamlessly guide people through their tasks.
Forms built with OnTheMove support 100s of data elements; allow stop / start completion over hours or days; can be completed on Phone, Tablet or PC / Mac, offline (no internet); and, provide a wide range of data types including photos and GPS coordinates.
... created really easily
... created really easily
Define powerful rules to show / hide items and sections, enforce validation and manage read-only conditions via a simple point and click interface. Copy and share definitions within and across forms to accelerate Form set up and enforce consistency.
Use the test, version control and security features to simply manage a controlled develop, test and use lifecycle.
Fully Brandable
Fully Brandable
Make the employee / partner Forms completion experience (App and Portal) yours with full control over names, urls, icons, colors and more.
Define and deploy your branded web app in moments with no AppStore or hosting requirements.
Offline as Standard
Offline as Standard
Allow your teams to continue working with no loss of functionality when internet access cannot be guaranteed. Ideal for mobile employees using company supplied or private devices.
Configurable, robust and secure sync with full audit tracking.
Powerful Pre-built Integration to Salesforce
Powerful Pre-built Integration to Salesforce
Trigger the creation and pre-population of Forms from any point in any Salesforce process.
All completed data is loaded into Salesforce with no configuration. Update your custom Salesforce objects.
The open API supports integration with any other system.
Why choose Forms OnTheMove
Forms OnTheMove simplifies data capture for employees and partners. Non-IT business administrators create forms that guide users and simplify complex transactions.
Simple, administrator based Form Template definition
Designed for 100s of data points per form
End User click minimization
Conditional logic and Data validation
Offline form completion
Unrestricted photo capture, signature and location tracking
Configurable styling to support your branding
Comprehensive API
Pre-built Salesforce Integration Kit
The product is engineered from the ground up to deal with 100s of fields in a form. Advanced features such as routing the users based on previous fields, photo / signature capture and location tracking can be included in just a few clicks.
For the end user, our laser focus on simplicity makes completing potentially tortuous processes a breeze.
And the pre-built Salesforce integration kit allows Salesforce Admins to hook a form into exactly the right point in your process with an absolute minimum of effort.
Videos
For the Forms Completer
For the Forms Administrator
Salesforce Integration
Find Out More
Example Use Cases
Site Inspection
Social Care Visit
Grant Applications
Field Service Activity
Remote Employee Tracking
Prospect Scoring
Property Maintenance
Retail Audit
Customer Surveys
Customer Issue Reporting
Quality Control Inspections
Insurance Claim Assessments
Field Trials
Quote Data Gathering
Event Attendee Questionnaires
Security Procedures
Employee Onboarding
Food Hygiene Compliance
Health and Safety Audit
Frequently Asked Questions
Conditional logic allows you control the sections and fields a user must complete based on previous entries. This simplifies things because we can guide the user to do the right thing and they will not be confused by items that are simply irrelevant to their current scenario. A common example would be in a web checkout scenario if the user has already supplied a billing address and indicated that shipping address and billing address are the same, then it is pointless showing shipping address.
Text, multi-line text, number, email address, phone number
Select, multi-select, dropdown
Date, datetime
Photo, signature, current GPS location
Of course. We support a wide range of validation methods through a simple point and click rules process. Checks include validation against lists, validation against previously entered data and for dates / times rules based on today / now, and offsets from today / now.
Yes, this is a common requirement. Moreover, you can choose to allow users to edit that data, make it read only and even control whether or not it is read only based on rules.
Welcome to Forms OnTheMove Try It
Pressing start will navigate you to the Forms editing experience, pre loaded with a simple 2 page Form for setting up a new employee. We will guide you though adding some additional functionality to the form but you can make any other changes you wish. The slides show the Form that we are going to create.
Please note:
- Once you leave the Try It experience, your changes will be lost but you can start another Try It session. To have your own environment where you can set up multiple forms and connect them to Salesforce or other systems, please contact us.
- As part of the Try It experience, we don’t require you to provide any contact information but we do record the routes that people have taken through the application.