FormAssembly now offers a free mobile application for iOS devices. To download the app, simply visit the App Store from your iOS device and search for "FormAssembly" to get started.
The primary advantage of using the mobile application for FormAssembly is that you can collect data while offline, which can later be synced with your account once you have an internet connection. This way, if you're collecting data at a location where internet access is not available, you can still use your FormAssembly forms.
While this app cannot be used for form creation or editing, it can be used to collect respondent data in both online and offline scenarios.
- When using the offline feature, at timestamps using @LOCALNOW() will be based on when the device regained Internet access and upload has been pressed, not when forms were submitted offline.
Using your iOS device, access the App Store, search for "FormAssembly," and download the mobile application named "FormAssembly Submit". Once it has been downloaded, tap on the app to open it, and you will be asked to enter your FormAssembly credentials.
The FormAssembly Mobile App currently supports iOS versions 11 and higher.
Please note, this app is designed to be used in conjunction with an already existing FormAssembly Professional, Premier, or Enterprise account, as it requires API access. If you do not have an account, please visit our signup page to create one.
Provided you have an existing FormAssembly Professional, Premier, or Enterprise account, you can use the same credentials to log in to the mobile application. Once you have entered those credentials, you'll be taken to the main dashboard, where you will see a list of all the forms you have created.
Note: If you have an Enterprise account, you will need to go into Settings and change the default server URL to your specific URL (e.g. https://yourcompany.tfaforms.net).
The Settings menu is available through the link (gear icon) at the top left. From the Settings menu, you can change your server URL, turn on/off a 4-PIN passcode, contact Support and log in/out of the app, as needed.
Syncing Response Data
As mentioned above, you can use the FormAssembly mobile app to collect respondent data both online and offline. If you are in a location without internet access, you will see a notification at the top of the app (in a grey bar) notifying you that you are offline.
When responses are submitted while you are connected to the internet, they will automatically be synced to your response data for the form, and that data will be available when logging into your account through a standard web browser.
When responses are submitted in offline mode, you will see a notification at the top of the app (in a yellow bar) that you have unsynced responses. As soon as you reconnect to the internet, you can swipe down in your Forms List and these responses will be pushed to your account and will be available with the rest of your response data for the form. The connectors will also run once the responses are synced.
The refresh button in the upper-right corner is used to refresh your Forms List. If you make any changes to your forms in your desktop browser, you can click this refresh button to update the forms in your app and display the changes.
Note: If you plan to use forms offline, first view your entire form while online. Then your form will be available to use offline.
Note: It is not possible to load forms using reCAPTCHA in the mobile app while in offline mode.
Payment information is not stored in FormAssembly so it will not process when synced. You must be in online mode to process payments.
Editing Response Data
Should the need arise, you do have the option to edit any responses that have been stored on the mobile application while in offline mode. On the main screen, you'll see a blue button labeled "Edit Unsynced". Tap on that button and you will be taken into the form where you can edit (or delete) the response data that a user has submitted.
Mobile Data Security
The mobile app uses the standard on disk iOS encryption and best practices. The sync and delete feature does also sync and delete data as expected. We also recommend that you follow iOS best practices for security, such as:
- Set a strong passcode
- Use the built-in authenticator for two-factor authentication
- Enable Encryption
Add a Passcode
After you have logged in, you will be able to set a PIN to add an extra layer of security to your app. This feature can be enabled and disabled from your Settings page. If you switch the Passcode toggle "on" then a prompt will appear and confirm whether you want to enable passcode and are ready to create your 4-digit PIN.
Once you have set and confirmed your PIN, the app will request for you to enter the 4-digit PIN when you close the app or move the app to the background. If you disable the PIN in Settings, log out of the app or use the "Forgot PIN?" link, your PIN will be disabled.
If you ever forget your PIN, you can click on "Forgot PIN?" and you will be taken to a new login screen. Once you log back in the PIN will be disabled so that you can access the app. You will need to re-enable the Passcode in the Settings page in order to add a new PIN to your account.
File Upload Feature
It is now possible to upload files to form responses while offline. The files will be stored until the response data is synced and then they will be processed along with the rest of the response. Depending on your file size and network connection, the time needed for your files to sync and upload may vary.