Smart Forms

Smart Forms, also known as associated forms, can be added to a work activity template with Trimble Unity Admin. Forms can then be filled out with Trimble Unity Field or in Respond. The Associated Forms panel can be found on inspections, service requests, and work orders. From the panel, forms can be added, edited, or removed.

PREREQUISITES:

  • The form must be added in Admin for the panel to populate. See Smart Forms in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.

NOTE: Smart Forms functionality is only available in the United States and Canada.

To manage the creation, collection, and reporting of data across work activities, smart forms follow a standardized three-stage workflow: Admin, Field, and Respond.

Step 1: Create the Form in Admin

Smart forms are created, designed, and configured in Admin. Once a smart form is created, it can be reused for other work activities.

  1. In Admin > Configure > All Forms, create a form. See Create a Form in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.
  • Define fields, layout, and scripting logic (including advanced calculations and conditional rules).
  • Define the form's required spatial data, including geometry type, accuracy requirements, tilt tolerance, and manual digitizing settings.
  1. Associate the form to one or more work activity templates. See Associate Forms to a Work Activity Template in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.

Step 2: Collect Data for the Form in Field or Respond

Data is collected in the field using the Field or Respond app. Work activities can have multiple smart forms, which are called associated forms in the app.

  1. Create a work activity using a work activity template associated with the form created in Admin. See Create Asset-Based Work Activities or Create Location-Based Work Activities in the Trimble Unity Field Guide and Create an Attached Work Order, Create an Attached Service Request, and Create an Attached Custom Inspection for more information.
  2. Add an associated form to the work activity. See Smart Forms in the Trimble Unity Field Guide and Add Associated Forms to a Work Order, Add Associated Forms to a Service Request, and Add Associated Forms to an Inspection for more information.
  3. Capture various data types, including text, signature, barcode, user, geometry, and attachments.
  4. Sync the work activity to Respond if it was populated in Field. See View and Perform a Manual Sync in the Trimble Unity Field Guide for more information.

Step 3: Manage the Form in Field or Respond

Collected data can then be viewed, edited, and managed in Field or Respond .

  1. Open the work activity in Field or Respond.
  2. In Field, view, edit, or remove the forms from a work activity. See Smart Forms in the Trimble Unity Field Guide for more information.
  3. In Respond, view, edit or remove the forms from a work activity. See Smart Forms for a work order, Smart Forms for a service request, and Smart Forms for a custom inspection for more information.