In this section of the Administration, you can review, edit, and create Account Forms for Drivers to use either with Workforce Management or the Driver app.
It's divided into two subsections:
Forms Builder
The first thing you'll see is the list of all the Forms already configured for your account.
You can show the Folder structure of the Forms (if available) by toggling the Show Folders option:
You may click on any form from the list to open its details:
The Form editor is divided into 3 parts:
In the Header, you can edit the form's Name (Mandatory), Description, Account, and select if this form will be displayed with a Highlight to the Drivers:
To the Right of the editor, you will find the Form Builder. This is where the components that will compose the Form are available. You can double-click on a component to add them to the editor or simply drag and drop them into the position you'd like:
Finally, to the Left of the editor, you can manage the components already included in the form, as well as modify their properties, reorder them, or even remove components from the form:
Once you're done editing the form, you may click on the Save Form button to submit the changes:
Now, to create a new Form, you must use the Create New Form button from the main view:
The form editor will be available once again for you so that you can build a new form from the very beginning:
Once you finish creating the new form, press the Create Form button to submit the changes.
Forms settings
Here, you can see a table with all the Forms configured for your account and the respective Users, Departments, and Segments authorized to see each Form:
By default, and unless you change any settings in this panel, all forms can be visualized by every User, Department, and Segment.
You may click on the Edit button on any form to configure its default filters:
Access is given based on a combination of the three selectors. In other words, only users who belong to all three groups will have access to the incoming form. By default, all Users, Departments, and Segments are selected.
These filtering rules are also applied to the forms received in the Interact > All view. Messages with forms attached will be filtered according to the permissions applied to each form.