How to start a form

Forms let you and your team capture data and generate reports. Completing a form in Lumiform can mean performing an inspection, conducting an audit, or working through any form template.

Web app: 

1. Log in the Lumiform web app. 
2. Select Forms from the menu. 
3. Click Start form from template.
4. Progress through the form accordingly and take note of any required questions, which can be identified by an asterisk next to the question label.
5. Once you reach the end of the form, click Complete form.
6. Once all questions have been reviewed, you can Assign all actions or Skip for now.
7. Click View & export report if you want to download the form report or click Save and close.

Mobile app:

1. Use the steps below to complete a form on the Lumiform mobile app. Required questions are marked with an asterisk (*). After submission, you can assign follow-up actions or export a report.

   Open Lumiform's mobile app. 
2. Tap Forms. 
3. Select the templates tab at the top of your screen.
4. Tap the template and select Start Form. 
5. Progress through the form accordingly and take note of any required questions, which can be identified by an asterisk next to the question label.
6. Once you reach the end of the form, tap Complete form. 
7. Once all questions have been reviewed, you can Assign all actions or Skip for now.
8. Tap View & Export Report if you want to download the form report, or tap Save & Close.