How to Create & Use Forms

Create report templates, forms, questionnaires or checklists to use in the magicplan app.

magicplan's Forms feature is a powerful tool that allows you to create, customize, and manage forms tailored to your specific needs within the magicplan app. Whether you're a contractor, restoration professional, or home inspector, Forms will help you streamline data collection and improve communication on your projects.

What are Forms?

Forms in magicplan are customizable templates designed to collect specific information related to your projects, floors, rooms, or objects. They standardize data collection processes, reduce paperwork, and ensure that you capture all necessary details.

Forms are created and managed in the magicplan Cloud. They can encompass various fields, from basic text inputs to complex multiple-choice questions. Once completed, Forms are published to the magicplan app to be completed and exported as a Report PDF. 

Forms are organized alphabetically in the magicplan App. 

With Forms, you can easily:

• Add a set of questions to a form
• Format questions/instructions by adding sections 
• Organize questions using drag & drop
• Mark important questions as mandatory
• Assign forms to a specific project element (project, floor, room, or object)
• Publish form templates for your workspace and team members to use in the app

How to Access & Edit Forms

Create Forms

1. Log into the magicplan Cloud.
2. Click "Forms" from the left-side menu.
3. Click the blue "Create Form" button. 
4. To edit the name of the Form, click the pencil icon next to the form's name. 
5. Choose where to apply the Form by clicking the pencil icon next to "Apply this form to".
   1. You can apply Forms to the project level, floor level, and to specific rooms and object types.

Add Questions to Forms 

1. To add a question, click the blue "Add question" button. 
2. Type the question in the text field.
3. Choose the question's answer type by clicking the dropdown box to the right of the text box.
4. Make questions required by clicking the "Mark as Mandatory" checkbox under the text field. 
5. Give questions a default value by clicking the blue "Add a default value" text, then type the default value in the text field. 
6. Re-order questions by clicking and dragging the 6 vertical dots to the left of the question. 
7. To remove the question, click the " - " button to the right of the question. 

Question types include:

• Yes / No
• List - Only able to select one option
• Multi-select - Able to select multiple options
• Text
• Signature - Can add signature and date & time of signature to the form directly in the app
• Distance - Includes imperial and metric units
• Number
• Photo - Allows you to add photos from your device photo gallery or take one on-site
• Color - Uses color selector of the app
• Date and Time

Add Instructions to Forms 

1. To add instructions, click the blue "Add instructions" button. 
2. Type in the instructions in the text field.
3. Re-order instructions by clicking and dragging the 6 vertical dots to the left of the instructions. 
4. To remove the instructions click the " - " button to the right of the instructions field. 

Add Sections to Forms 

1. Click the grey "New section" button.
2. Type the name of the section in the text field. 
3. How to add questions or instructions to your section: 
   1. Drag and drop existing questions or instructions into the section. 
   2. Create a new question or instruction by clicking the blue "Add question" or "Add instructions" button. 
4. Re-order sections by clicking and dragging the 6 vertical dots to the left of the section. 

Publish & Access Forms in the App

You need to publish your Form in the magicplan Cloud in order to access it in the app. 

1. From the cloud, click the blue "Publish" button in the upper right-hand corner of your Form. It will now be available in the app.
   1. You can publish the Form to a Workspace or Team. 
2. Open the magicplan app and pull down on the home screen to refresh. 

Once in the magicplan app, follow the steps below to fill out the Form. 

1. Tap on your project from the app home screen. 
2. If filling out a Form that is applied to Project:
   1. Tap "Forms" on the Project Dashboard. You will be taken to another screen. 
   2. Select the Form you'd like to fill out.
   3. Once completed, tap the back button. 
3. If filling out a Form that is applied to a Floor, Room, Wall, or Object:
   1. Open the floor plan you're working on and tap on the floor, room, wall, or object. You'll know it has been selected, if the name appears on the top bar. 
   2. Tablet: Tap the "i" icon in the upper right corner. Phone: Swipe up on the lower bar. 
   3. Tap the "Forms" tab and select the Form you want to fill out.
4. Once the form is completed, it can be exported in the app or cloud as a Report PDF. You do not need to create a floor plan in order to export a Form applied to Project.