{"id":5323,"date":"2018-05-20T12:22:14","date_gmt":"2018-05-20T12:22:14","guid":{"rendered":"https:\/\/support.loginextsolutions.com\/?p=5323"},"modified":"2026-01-28T09:40:51","modified_gmt":"2026-01-28T09:40:51","slug":"custom-forms","status":"publish","type":"post","link":"https:\/\/support.loginextsolutions.com\/index.php\/2018\/05\/20\/custom-forms\/","title":{"rendered":"Custom Forms"},"content":{"rendered":"\n\n\n\t<div class=\"dkpdf-button-container\" style=\" text-align:left \">\n\n\t\t<a class=\"dkpdf-button\" href=\"\/index.php\/wp-json\/wp\/v2\/posts\/5323?pdf=5323\" target=\"_blank\"><span class=\"dkpdf-button-icon\"><i class=\"fa fa-file-pdf-o\"><\/i><\/span> Download PDF<\/a>\n\n\t<\/div>\n\n\n\n\n\n<p><span style=\"font-weight: 400;\">Custom Forms enable businesses to freely create their own pickup\/delivery lifecycle flow. Using this feature, you add custom screens in the Driver App, which can have a variety of field inputs.<\/span><\/p>\n<h4><b>Creating a Custom Form<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">To create a Custom Form, follow the steps below:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click the Settings icon.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Search for Custom Forms.<br \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11351\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-10.33.33-PM.png\" alt=\"\" width=\"250\" height=\"264\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-10.33.33-PM.png 671w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-10.33.33-PM-284x300.png 284w\" sizes=\"(max-width: 250px) 100vw, 250px\" \/><br \/><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click the Add button.<br \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11352\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-10.38.31-PM-1024x197.png\" alt=\"\" width=\"850\" height=\"163\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-10.38.31-PM-1024x197.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-10.38.31-PM-300x58.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-10.38.31-PM-768x148.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><br \/><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the Form Details section, provide the required values in the following fields:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Form Name: <\/span><span style=\"font-weight: 400;\">Name of the form.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">User Group<\/span><span style=\"font-weight: 400;\">: The <a href=\"https:\/\/support.loginextsolutions.com\/#\/2021\/07\/14\/driver-app-management-role-based-access-controls\/\">Role<\/a> of the delivery associates for whom the Custom Form has to be enabled.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Form Description:<\/span><span style=\"font-weight: 400;\"> A brief description of the form.<br \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11353\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-10.43.59-PM-1024x175.png\" alt=\"\" width=\"850\" height=\"145\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-10.43.59-PM-1024x175.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-10.43.59-PM-300x51.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-10.43.59-PM-768x131.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><br \/><\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the Trigger Events section, specify the events that should trigger this Custom Form:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Order Type<\/span><span style=\"font-weight: 400;\">: The type of order for which this form should be visible as part of your trigger workflow. Pickup, Deliver, and Both are the options. \u2018Both\u2019 refers to \u2018Pickup and Delivery\u2019 Order Type.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Order State<\/span><span style=\"font-weight: 400;\">: Whether this form is for Forward, Reverse, Return, or Return to Merchant Order State.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Order Location<\/span><span style=\"font-weight: 400;\">: The leg of an order\u2014Pickup, Deliver, or Both. This can be used in combination with the Order Type to trigger the Custom Form. For example, if you specify \u2018Pickup\u2019 in Order Location and \u2018Both\u2019 in Order Type, the Custom form would only be triggered in the pickup leg of a \u2018Pickup and Delivery\u2019 order.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Trigger Element<\/span><span style=\"font-weight: 400;\">: Specifies where the Custom Form should appear by defining after which screen it must be displayed\u2014Load, Unload, Payment, EPOP, EPOD, and others.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Shipper: The shipper(s) for whose orders the Custom Form should be triggered. If you want to create this Custom Form only for specific shippers\u2019 orders, you can specify it here.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Service Type: <\/span><span style=\"font-weight: 400;\">The Service Types for which this Custom Form should be triggered.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Skill Set<\/span><span style=\"font-weight: 400;\">: The Skill Sets that will be associated with an order. This field will define that the Custom Form should be enabled for the selected Skill Sets only.<\/span><span style=\"font-weight: 400;\"><br \/><\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">You can make filling the Custom Form mandatory or optional as well. Use the toggle \u2018Mandatory\u2019 to control this setting.<\/span><\/span><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Click the + option to add another set of trigger events.<br \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11354\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-10.49.40-PM-1024x170.png\" alt=\"\" width=\"849\" height=\"141\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-10.49.40-PM-1024x170.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-10.49.40-PM-300x50.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-10.49.40-PM-768x128.png 768w\" sizes=\"(max-width: 849px) 100vw, 849px\" \/><br \/><\/span><\/p>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Using the Design Form section, add the required multiple field types or elements, such as text, date, image, etc., in the form to make it tailor-made for your requirement. Simply select the required field type. Then, in the rightmost column, specify its various properties. You can edit field labels as per your use case and mark fields as mandatory or optional. You can also preview the form on the indicative mobile screen (Preview column). After adding all the fields, use the indicative mobile screen in the Preview column to drag and drop fields and adjust their order of appearance.<br \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-19440 \" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2024-05-08-at-1.13.23\u202fPM.png\" alt=\"\" width=\"852\" height=\"495\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2024-05-08-at-1.13.23\u202fPM.png 2572w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2024-05-08-at-1.13.23\u202fPM-300x174.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2024-05-08-at-1.13.23\u202fPM-1024x595.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2024-05-08-at-1.13.23\u202fPM-768x446.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2024-05-08-at-1.13.23\u202fPM-1536x892.png 1536w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2024-05-08-at-1.13.23\u202fPM-2048x1190.png 2048w\" sizes=\"(max-width: 852px) 100vw, 852px\" \/> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-19441 \" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2024-05-08-at-1.14.37\u202fPM.png\" alt=\"\" width=\"850\" height=\"510\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2024-05-08-at-1.14.37\u202fPM.png 2495w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2024-05-08-at-1.14.37\u202fPM-300x180.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2024-05-08-at-1.14.37\u202fPM-1024x615.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2024-05-08-at-1.14.37\u202fPM-768x461.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2024-05-08-at-1.14.37\u202fPM-1536x922.png 1536w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2024-05-08-at-1.14.37\u202fPM-2048x1230.png 2048w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><br \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11364\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.28.00-PM-569x1024.png\" alt=\"\" width=\"251\" height=\"452\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.28.00-PM-569x1024.png 569w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.28.00-PM-167x300.png 167w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.28.00-PM.png 695w\" sizes=\"(max-width: 251px) 100vw, 251px\" \/>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11359\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.14.01-PM-572x1024.png\" alt=\"\" width=\"251\" height=\"450\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.14.01-PM-572x1024.png 572w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.14.01-PM-168x300.png 168w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.14.01-PM.png 663w\" sizes=\"(max-width: 251px) 100vw, 251px\" \/>.\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11365\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.28.30-PM-569x1024.png\" alt=\"\" width=\"251\" height=\"452\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.28.30-PM-569x1024.png 569w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.28.30-PM-167x300.png 167w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.28.30-PM.png 693w\" sizes=\"(max-width: 251px) 100vw, 251px\" \/><br \/><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Once you have added all the required fields, click the Publish button to publish the form for the delivery associates. If you just want to save a form but aren\u2019t ready to publish it yet, click Save.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">You can create different combinations of Order Type, Order Location, etc., and have multiple trigger events created for the same Custom Form. This will allow multiple trigger events on the Driver App with ease.<\/span><\/p>\n<h4><b>Custom Form List View<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">To view the list of Custom Forms you have created, go to Settings &gt; Custom Forms. You can perform the following actions from the List View:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Delete a Custom Form: Select the required Custom Form, then click the Delete button. In the pop-up screen, click Delete to confirm.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Duplicate a Custom Form: Select the required Custom Form, then click the Duplicate button. Proceed to configure it as you want.<br \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11360\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.17.50-PM-1024x193.png\" alt=\"\" width=\"850\" height=\"160\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.17.50-PM-1024x193.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.17.50-PM-300x56.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.17.50-PM-768x145.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><br \/><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Preview a Custom Form: Click the eye icon next to the required Custom Form.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Update a Custom Form\u2019s trigger events: Click the value shown in the Trigger Events column of the required Custom Form. In the pop-up screen, you can use toggle buttons to make a Custom Form mandatory\/optional and active\/inactive.\u00a0<br \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11361\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.18.21-PM-1024x217.png\" alt=\"\" width=\"850\" height=\"180\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.18.21-PM-1024x217.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.18.21-PM-300x63.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.18.21-PM-768x162.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><br \/><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11362\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.18.38-PM-1024x198.png\" alt=\"\" width=\"850\" height=\"164\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.18.38-PM-1024x198.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.18.38-PM-300x58.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2021-10-13-at-11.18.38-PM-768x148.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/li>\n<\/ol>\n\n\n<p><strong>Note:<\/strong> If you add a new Custom Form or make changes to an existing one, the relevant delivery associates will see a banner in their Driver App notifying them of the same. They can tap the banner to instantly refresh the app, applying the updated settings right away so they can continue their tasks with the changes. Alternatively, they can choose to let the app auto-update in 20 minutes, continuing to work with the previous settings until the update occurs.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Download PDF Custom Forms enable businesses to freely create their own pickup\/delivery lifecycle flow. Using this feature, you add custom screens in the Driver App, which can have a variety of field inputs. Creating a Custom Form To create a &hellip; <a href=\"https:\/\/support.loginextsolutions.com\/index.php\/2018\/05\/20\/custom-forms\/\">Continued<\/a><\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"categories":[],"tags":[569,616,617,618,619,620,621,622,623,3010,3011,3014,3017,3018,3019,3020],"_links":{"self":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts\/5323"}],"collection":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/comments?post=5323"}],"version-history":[{"count":27,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts\/5323\/revisions"}],"predecessor-version":[{"id":27248,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts\/5323\/revisions\/27248"}],"wp:attachment":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/media?parent=5323"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/categories?post=5323"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/tags?post=5323"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}