Want to pre-fill forms and send them to your field workers for them to complete it? Got a job list for the day with the upstream information from these jobs? Want to send these jobs to your onsite staff or field workers? With the push planning, discover how to display your pushed data in the form of a schedule on your mobile phones!
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In order to separate a multiple type list, you must insert commas.
3. Import the Excel file to push the forms.
Go to the menu Planning -> Data
Click on Import CSV/Excel.
Select your form.
Choose your previously Excel file by clicking on Select a file to import.
At the end of the uploading, click on Import.
The third method provides an automated push, while using our Web Service. This method requires a level of computing skills. If you require more information, please contact our team on +33 490 23 67 60 or email@example.com.
The management console display
You can have a precise overview of the daily schedule of your employees or switch to a wider view on a weekly or monthly basis. These views offer a better overview to facilitate the manager’s task.
Go to the menu Data -> Planning.
Click on Filter by form and select the form(s) you want to view the pushed data.
Choose the user(s) through the Filter by user menu or your group(s) with the blue button.
The schedule appears
Using the Day/Week/Month button (top right), you can switch from a daily view to a monthly view.
Click on a data to view its status and its export(s).