Roadmap Post October 2017: A Closer Look at the Mobile App


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Have you ever wanted the ability to collect data in your forms no matter where you are or what kind of internet connection you have (or don’t have as the case may be)? The FormAssembly mobile app for iOS is meant for just that kind of circumstance. If you haven’t tried out the app, here’s some more info on why you might want to consider adding it to your data collection arsenal. If you’re already an app user, pick up a few new tips and share your app experiences with us.

Overview: FormAssembly Mobile App

The mobile app for iOS was released in Summer ‘16, and its main feature is the ability to collect data offline in addition to online data collection. If data is collected offline, you can sync it to your FormAssembly account when an internet connection is available again. You can also edit unsynced responses if you want.
The mobile app can be downloaded from the App Store, and you can use your FormAssembly account credentials to log into it. When you log in, you’ll see a list of the forms you’ve already created and can click on them to enter responses.
Enterprise users have a few additional steps to follow. You can get the full instructions in our help article about the mobile app.

How to Use the App

Service businesses, healthcare and research organizations, nonprofits: these and many other groups don’t always work where there’s reliable WiFi, which is where the app comes in. Here are a few ideas for using the app from customers we polled during development of the iOS app:
We work with a lot of nonprofits who have a field staff offline. There would be huge benefit to collecting data out in the field and pushing it to Salesforce later.
Katie McFadden, Director of Professional Services, Swift River Consulting

I work with an organization in Darjeeling, India. They have health workers who go into remote villages and into areas even close in to Darjeeling and weigh babies and record health issues. This would dramatically change the procedures of these health workers, make data entry into Salesforce so much easier, and, eventually, make it possible for them to reach the truly remote parts of the very mountainous countryside.
Trish Perkins, Salesforce MVP, Certified Salesforce Administrator, WorldsTouch

I am an attorney who often meets with clients at their homes where internet access is not available. Having the ability to collect their information at offsite locations would be very helpful.
Nathan Bocks, Attorney, Central Park Law PLLC

I have two employees who work out in the field—literally a field—and need to enter data about the work they are doing in a custom built object in Salesforce. I would love to demo this to my staff and directors.
Dianna Stockdale, Office Manager/Bookkeeper/Database Manager, EarthCorps

What’s Next for the App

We’re currently working on an Android version of the app for customers that don’t use iOS devices.
As far as the iOS app, we are working on wrapping up version 1.3.7 for better compatibility with iOS 10.3.3 and 11.

Your Turn: Share Your Experiences

That’s enough from us; we want to hear your thoughts:

  • Have you used the mobile app for iOS?
  • How did you use it in your business and what problems did it help you solve?
  • What did you like about it?
  • What didn’t work for you?
  • What other features would you want to see?

Let us know your thoughts below!
Also, if you’re interested in being a beta tester for the Android app, let us know by filling out our beta tester registration form.

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