Forms and Processes on Mobile

1. Feature Overview

Forms and Processes are now available on LeadSquared mobile.
You can set up customized forms and processes on web (loan applications, education applications, KYC collection), and then push them to your mobile users. This makes it extremely easy for your on-field teams to capture the exact information required from your leads.


2. Prerequisites

  • You have to be an administrator user to create forms and processes.
  • You must be running the LeadSquared Android app v8.0 or higher, or the LeadSquared iOS app v7.1 or higher.


3. How It Works

Firstly, you need to create one or more forms. The procedure is exactly the same as it is for web.
The only difference lies in the process designer, when you choose where you want the process to be triggered.


4. Procedure

Once you’ve created your forms, navigate to the Process Designer (Workflow>Process Designer) and click Create Process.

create new process

You can trigger your process  –

  • At a Specific Work Area
  • On Task Complete


4.1 On Task Complete

The ‘On Task Complete’ trigger allows you to choose the task types on which you want the process to be triggered.

task complete trigger

Every time a task of a selected task type is completed from the mobile app, the process will be triggered.
In the example below, the process is triggered to run when Follow-up, Meeting, and Phone Call tasks are marked complete. The form configured to be displayed is the ‘New Client’ form.

sample process

So when users complete a task (of the configured type) from the mobile app, they’ll be prompted to complete the form(s) configured in the process.

trigger process on task complete form select mobile

The task will then be marked complete –

process on mobile task completed after process


4.2 At a Specific Work Area

When you choose the ‘At a Specific Work Area’ trigger, you’re prompted to select the work areas where you want the process to begin.

Each work area has an icon representing its availability on web and mobile.

  • Available on Web web icon
  • Available on Mobile mobile icon
  • Not available on mobile not avilable on mobile

Use the checkboxes alongside the icons to choose the work areas on web and/or mobile, then click Save.

Note: When you hover your cursor over the icons, you’ll see an image of the screen/page where you’re process will be triggered from.

trigger processes on mobile

According to your configurations in the process designer, your form(s) will be available in the chosen work areas on mobile –

process work area on mobile process forms

Note: The Default Lead Form in the screenshot above is the default ‘Add New Lead’ form. It can be accessed offline. Forms added through the process designer will not be available offline.


5. Other Features

There are other features you can use in conjunction with forms and processes for a better experience.

Custom Field Sets
You can use custom field sets to upload documents to a form. To do this you need to create a custom field set and then add it to an activity. You must then include the activity in your form. For more information, see Custom Field Sets.

document upload through custom field sets

Activity Location
For activities that are location-enabled, the lead’s location will be automatically captured on form submission. For more information, see How to Add a Custom Activity.

activity location in custom forms

You can use Iframes to display custom content on your forms. These are available as special fields in your form designer. For more information, see How to Create a Form.

add Iframe


6. Current Limitations

  • Activity attachments are currently not supported. However, you may use custom field sets to upload documents.
  • Help texts will be visible only for fields and not for form and section descriptions.
  • Only the ‘Default form’ will work offline.
  • If you’ve set up a process on the ‘Task Complete’ trigger, it will overwrite the ‘Task-Activity Completion’ flow. For more details, read the ‘Task-Activity Completion’ section of Mobile App Permissions.
  • Be sure to keep the Tab/Section/Field hidden by default from the web (while creating a form), if you don’t want them to appear for users on the first launch on mobile –

hide fields in form designer

For more information on hiding fields, tabs, and sections, see How to Create a Form.


Any Questions?

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