Forms OnTheMove

Salesforce Forms made Simple for Users and Administrators

Salesforce Offline with Forms OnTheMove

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.

Offline as Standard

Site Engineer completing a form in a loaction with no internet access

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.

Simple Administrator based Form Editting

Example of building a show / no show condition in Forms OnTheMove

Simple Administrator based Form Editting

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

My Company Logo showing on a phone home screen to Launch Forms OnTheMove

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.

Powerful Pre-built Integration to Salesforce

Data shown in Salesforce that was original entered in Forms OnTheMove

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.

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Simple, administrator based Form Template definition

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Designed for 100s of data points per form

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End User click minimization

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Conditional logic and Data validation

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Offline form completion

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Unrestricted photo capture, signature and location tracking

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Configurable styling to support your branding

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Comprehensive API

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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.

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For the Forms Completer

For the Forms Administrator

Salesforce Integration

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Example Use Cases

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Site Inspection

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Social Care Visit

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Grant Applications

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Field Service Activity

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Remote Employee Tracking

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Prospect Scoring

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Property Maintenance

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Retail Audit

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Customer Surveys

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Customer Issue Reporting

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Quality Control Inspections

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Insurance Claim Assessments

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Field Trials

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Quote Data Gathering

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Event Attendee Questionnaires

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Security Procedures

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Employee Onboarding

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Food Hygiene Compliance

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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.