Form View in Mobile
Canny AI
Merged in a post:
Form View on Mobile
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Skylar Clemons
This ability should be necessary because most salespeople are always on the go and have easier access to their phone than their computer. You should be able to fill out the form on your phone and submit it to make meetings so much easier and simpler for all parties.
Additionally, there should be a link to just the form that can be sent to clients so they can fill it out on their own.
Nate Montgomery @ SmartSuite
Merged in a post:
See forms from the mobile app
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Samuel Bonilla
I was trying to use the app to just grab a form I already made on the desktop. But I found a limitation from the app on my iPhone (iOS) is that I couldn’t even copy the link for the form for me to send to someone. This is frustrating because I don’t have my computer on me and I have to wait until I get to my computer just to grab the link of a form I already made. I know maybe we can’t edit the form on the app or create new ones. But it would at least be great to have a link of the forms we already created, so that we can share.
Jon Darbyshire
Great to hear your perspective, Samuel Bonilla! I have a few more questions for you:
- Can you provide more details about the specific steps you took before encountering this issue?
- Are there any other features from the desktop version that you would like to see in the mobile app?
- How often do you find yourself needing to share form links from your mobile device?
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Samuel Bonilla
Jon Darbyshire yes.
- I went to the app and clicked on the form view in the solution I made the form. Normally on the desktop view there is a link for the form. I was hoping to see that there when I clicked on the app. But nothing was available there except for the notice that I took a screenshot for. That’s when I thought it would at least be nice to have the link for the forms for sharing when I am on the go.
- It would also be nice to edit the form if possible on the mobile app. Although I know that might be hard to do. I still think it would be nice to edit if possible. But at least have the link and preview there. And also remove the branding from SmartSuite like on desktop.
- It happens occasionally. I have job forms and service forms I often go to. Today I met a video editor and wanted to have his info for a formal interview later. I checked the app and realized the form doesn’t even have the link. I also tried logging in from the mobile browser. But the website pushes the mobile app. So I was forced out with no way to access the link. Only on desktop view.
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Amanda Peers
This would make the app more usable for sure.
Bryan David
Yes, we need forms on mobile. Updating a record takes way too many steps on mobile where a form would be quick and easy. I saved a link to a form to my home screen hoping it would launch the mobile browser but it launches SS and tells me forms aren't available on mobile.