How to link a form to a visit

Forms can be displayed to mobile users when a visit is completed, depending on the visit's outcome. The app can force users to answer the form.

First, you'll need to create forms based on your needs.

After your forms have been created, you have to set up the Visit results catalog. To do this, go to your company's settings, located on the icon at the top left side of your screen, then click on Visit results.

The following example shows several visit results. Most of them have a form linked to them, but the last one doesn't. You can edit the result you want the form to trigger, for example, "Store was closed", by clicking on the E-T code.

This will show you the next page:

Results will be displayed to mobile users when a visit is completed, depending on the visit's outcome

On the Form field, click on the form you want and click on Save.

This way, you've linked the end of a visit with a result and its corresponding form. Now, each time one of your workers ends a visit with a certain result, they'll have to answer the form.

Updated on: 09/29/2025