How to create a complete form in Canvas

GoCanvas

Customizable mobile business apps and forms

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How to create a complete form in Canvas

Video Transcript

Speakers in this video: Jimmy (GetApp) and Jason (GoCanvas)

Jason: Here's how to create a new app with Canvas. We're on the My apps section right now and we just hit create new app either on the left or the right. And that launches you into our application builder; where you could name the app.
Put in name description you wanted and then launch the app builder. The cool thing about this is, if you’re a first time user of Canvas; let's say it's your first into the app builder. There's a nice little tour that comes up; that walk you through the different parts of the app builder. But since I've done this a hundred times it's not going to come up.
But essentially, Canvas apps are made up of screens and then fields. In this case, we're going to create our first screen. The labels are going to go above the field; you can also change it to labels left; you can do some other stuff as well. You can control if you want this to be visible on the PDF output. And there's some other you can do; we'll get into this later.
Now we kind of have our screen. Our screen within the app and we want to fill it out with different types of information that you'd want someone to capture. So maybe you put in date. You name it with everything you put in. You can pull the different types of field and information from the right; it's all drag and drop.
You could set if you want this to be required or not required; we're going to say required; and we're going to hit done. Maybe we want to pull in different types of things; here's a say a value list. So it's going to be more like a drop down.
We also have the ability to put in lots of different things: it could numbers, could be time, and could be checkbox. We could put in multiline; so longer text field. You could put in the static text field maybe that has instructions on kind of what to do.

Jimmy: Okay.

Jason: Really anything. You know, a lot of people use the static text for sort of an educational app like if you are in construction you may have to prove that you delivered some sort of safety training into a new employee and so you could have the employee have all the information in this app. And then have the employee sign off at the end and get from there.

Jimmy: Okay.

Jason: Let's say we're done with that screen, we can add different screen here. You could also condition the screen, so let's say we only wanted the screen to appear if something haven't passed inspection or had passed inspection. We could do that.
We could pull in image capture if you wanted to put in before. A lot of people pull in sort of before and after sort of before repair. They may pull in GPS functionality just so that you can actually prove where someone was at a given time. They're not just saying, they went and inspected some job site, we actually can prove it they were there.

Jimmy: Okay.

Jason: You could pull in a drawing field which is pretty cool, like maybe you need to inspect something and kind of make sure you want to point out exactly where the damage was or whatever it is on that thing, you can have a photo and then draw circle around it. For example, this drawing field for.

Jimmy: Oh, Okay. So is this kind of like a mash up between photo and drawing then?

Jason: Yes, it is.

Jimmy: Okay.

Jason: You want to capture signature, do that. We want to make that required. Soon you'll be able to drag over payment. So here we want to accept payment right here; we're going to put that in but we'll hold off on that for now.

Jimmy: Okay.

Jason: Once your done [00:06:59:10] in this. You really can just save it and keep that as in it; you can publish it; really you can do everything.