Every operations manager in a data-intensive industry is familiar with admin challenges caused by the limitations of paper documents.
On the flip side, field teams also fight with paper because it’s inconvenient, prone to errors, and time-consuming to fill out. The struggle intensifies when tasks involve dynamic environments, such as hanging from a wind turbine or working on a rocking boat.
Fluix Dynamic Forms, equipped with extensive automation functionality, can be a solution for both parties.
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What Are Fluix Dynamic Forms?
Fluix Dynamic Forms are mobile-responsive forms that enable fast data collection and submission from any device, while maintaining an adaptive layout that adjusts to different screen sizes.
In simple terms, you don’t have to zoom in or out while filling out the form, as the fields are presented in the most comfortable way for easy navigation.
Moreover, dynamic forms come with conditional routing, allowing them to change and display only the pertinent fields based on user interactions. This functionality is crucial if your business handles complex multi-page, multi-column forms, checklists, and diverse information requirements.
Key Features of Dynamic Forms
The cool part about Fluix dynamic web forms is that they offer features that extend beyond data collection.
Mobile Responsiveness
Mobile-responsiveness for forms means they adapt and display appropriately on devices with smaller screens, ensuring even large forms are convenient to fill out.
- Adaptive layout. Thanks to the flexible grid and viewport scaling, form elements, including text fields, dropdowns, checkboxes, and buttons, are easy to go through on smaller screens. They are positioned vertically to fit the screen width, ensuring you can easily interact with the form
- Optimized touch-based interaction. You can tap, swipe, and interact with the form easily using fingers on touch screens as input fields are designed for comfortable text entry.
- User experience. You can complete forms on the go, whether in the field, on-site, or in dynamic environments.
Conditional Logic
Using pre-defined rules set during creation, dynamic forms can display or hide relevant fields.
This ensures that users are presented only with information pertinent to their tasks: field technicians avoid unnecessary navigation through each field, and reviewers focus on what has been entered.
Imagine a field safety inspection. As an inspector begins the assessment, selecting “Electrical Systems” in your checklists triggers specific questions and checkpoints related to electrical safety. Alternatively, choosing “Fire Prevention” dynamically reveals sections relevant to fire safety measures.
With this approach, both technicians and inspectors focus on the specific safety criteria aligned with the inspected area, optimizing the process, and contributing to a more comprehensive and accurate safety assessment.
Multiple Photos with Comments
For more efficient data capture, in dynamic forms you can add multiple photos alongside detailed comments.
Your field teams could document various aspects of the process and capture a comprehensive visual record. Whether it’s recording equipment conditions, safety measures, or project progress, multiple photos give the depth to data collected.
Also, you’ll be able to add comments alongside each photo, providing more context. This is particularly important for construction jobs, safety inspections, or infrastructure maintenance, where visual evidence contributes to documentation accuracy.
Plus, it will simplify the creation of extensive reports, even those extending to hundreds of pages.
Customization in Fluix Form Builder
Every industry has its operations specifics, and how well you tailor your forms to mirror your processes is crucial.
Fluix Form Builder, with its intuitive drag-and-drop interface, lets you create, modify, and optimize forms without requiring technical expertize.
With pre-built blocks that you drag into your form, you both generate new forms and adapt existing ones to adhere to new safety regulations, integrate additional data fields, or improve approval processes.
Smart Automations
Another cool thing about Fluix Dynamic Forms is that they can be supported with automation where and how you need it.
At its core, you use them for data collection and submission. Or you can add them to more complex workflows that include multiple steps. Or you can export the collected data into whatever analytical tool you’re using. Or you can do it all at once. Or create your unique flow.
Here are some automations that can simplify and improve your data management:
- Pre-fill forms with the existing data from your ERP or CRM.
- Export data from a completed form into your ERP, CRM, spreadsheets or a BI platform you’re using.
- Route forms through the workflow depending on pre-defined workflow logic.
- Add file naming conventions and set up automated naming for files based on the input data.
- Export completed forms as PDFs to where you need them: save to the Fluix storage, your Google Drive, and/or send via email.
The above are just several possibilities of dynamic mobile forms. How you use them will depend on your processes and business needs, but one thing they will do for sure is save time and effort for managing complex forms, checklists, and contracts for both your admins and field teams.
Learn more: More automations you can do with dynamic forms in Fluix >
Dynamic Forms Use Cases
Fluix Dynamic Forms can reshape different paper-based workflows – from inspections to safety management to training – across various industries.
The following examples illustrate practical scenarios, showcasing how Fluix Dynamic Forms apply to various situations, making them a valuable asset in streamlining operational processes.
| How you can use forms | What you achieve | |
| Equipment inspection | – Conditional logic based on equipment type – Dynamic adaptation of inspection checklist – Integration with maintenance systems | – Streamlined equipment inspection processes – Automated work orders for identified issues – Reduced downtime through proactive maintenance |
| Patient intake | – Adaptive patient forms based on medical conditions – Integration with Electronic Health Records (EHR) – Real-time validation for accurate medical information | – Efficient patient onboarding with reduced wait times – Accurate and complete medical histories |
| Training | – Personalized learning plans with adaptive forms – Integration with Learning Management System (LMS) – Data-driven insights into individual student progress | – Tailored learning experiences for students – Informed teaching strategies based on real-time data. |
| Supplier evaluation | – Conditional logic based on supplier type (local or international) – Automated data prefill from supplier profiles – Rule-based automation for document submissions | – Efficient supplier evaluation with tailored assessments – Automated documentation processes |
| Safety inspection | – Dynamic forms for different safety focus areas (electrical, fire prevention) – Automated actions based on checklist completion (work orders, compliance reports) | – Specialized safety inspections with targeted assessments – Automated workflows for identified issues and compliance documentation |
Whether in field service, healthcare, education, construction, or retail, the adaptability and efficiency of dynamic form will help you optimize your data management.
How Dynamic Forms Can Improve Your Operational Efficiency
Dynamic forms offer a number of benefits to companies across various industries, contributing to increased efficiency, accuracy, and adaptability, ultimately impacting the overall success and competitiveness of businesses. Here are some key ones:
Real-Time Data Collection
Dynamic Forms enable real-time data collection and submission. This ensures that information is immediately available for analysis and decision-making, promoting agility in operations.
Data Accuracy
The mobile-responsive design of Dynamic Forms enhances the user experience, allowing field workers to complete forms on the go. This improves productivity and responsiveness in safety-critical situations.
Security and Compliance
Dynamic Forms offer secure digital storage, access controls, and audit trails, enhancing security and compliance measures. Encryption and authentication mechanisms protect sensitive data.
Customization
Dynamic Forms allow for easy customization and updates without the need for reprinting. Changes can be implemented digitally, ensuring that the forms always reflect the latest requirements.
Time Savings
Dynamic forms adapt based on user input, ensuring that users only interact with relevant fields. This eliminates the need for unnecessary scrolling or navigating through irrelevant sections, making data entry faster more efficient.
Getting Started with the Pilot Project
The beauty of Fluix doesn’t just lie in its powerful functionality; it’s also user-friendly and easy to test for your specific needs. Here’s a simple plan for you to get started exploring the solution:
- Contact us: Reach out to us to start the conversation.
- Map your recurrent flow in Fluix: Identify and map your workflow mirroring every step adding users, documents and tasks.
- Test the solution with your team: Get hands-on experience by testing Fluix with your team in real-world scenarios.
- Make the decision: Based on your experience, make an informed decision about incorporating Fluix into your operations.
Our team will be happy to tell you more about a transformative approach to operational excellence, helping to pick tools that align with the demands of modern, data-driven industries.
