Custom Forms

Create report templates, forms, questionnaires or checklists.

Custom Forms are an easy way to create templates for your inspection and reporting process.

Forms are created and managed in the magicplan Cloud. Once completed, they can be published to the magicplan App and shared with your workspace and team members. Forms can be exported in the Report PDF.

Watch the Tutorial to see how to create Custom Forms

What are Custom Forms?

Forms provide a structured workflow for you to collect the information you need in order to get your work done. The magicplan Cloud allows you to create templates with lists of questions that can be assigned to the overall project, floors, rooms, or objects – it’s totally up to you.

By using custom forms, you can easily:

  • Add a set of questions to a form
  • Format by adding sections & separators
  • Apply a logic to create follow-up questions
  • Organize questions using drag & drop
  • Mark important questions as mandatory
  • Assign forms to a specific context (project, floor, room, object)
  • Share form templates to your workspace and team members

Question types include:

  • Yes/No questions
  • Drop-down questions
  • Text Fields
  • Distance (includes imperial and metric units)
  • Number
  • Photo (allows you to add photos from the gallery or take it on-site with the camera of your smartphone)
  • Color (uses color selector of the app)
  • Date & Time

After creating a custom form in the cloud, all you have to do is sync it with the app. The two steps are:

  1. Click the publish button on the magicplan Cloud.
  2. Update your workspace configuration in the app. (Account screen)

Et voilà! Your custom form is displayed on the detail screens on the project, floor, room, or object level.