App Designer Basics

Purpose/Overview

In this article, you’ll learn how to create a new form using the App Designer in Utilisphere. Forms allow your organization to collect, track, and manage information in a structured way. You’ll also see how to view the history of changes made to your forms.

Navigation Path:

To access this feature: Utilisphere > System Management > Administration > Work Management > App Designer

Things to Know:

• Permissions: Only users with admin-level access can access App Designer and create new forms.
• Browser Support: Works best in Chrome, Edge, or Firefox. Internet Explorer is not supported.
• Draft Status: Newly created forms are marked as Draft until at least one section is added. A red error message will display until the first section is created.

Key Benefits/Use Cases:

• Standardized Data Collection: Create consistent forms for inspections, repairs, and customer information, ensuring your team collects the right data every time.
• Flexibility by Role: Build ticket creation, user creation, or work item forms depending on your organization’s needs.
• Improved Organization: Use categories to group similar forms, making them easier to find and use across your organization.

How It Works:

Creating a New Form

1. Navigate to the App Summary screen (System Management > Administration > Work Management > App Designer). In the upper-right corner, click Create New Form.
   

2. In the Create Form window, fill in the fields:

   • Form Name: Enter a name that will appear in the Create (+) dropdown.

   • App Type:

     • Work Item Form: Used to create work items such as inspections, repairs, or maintenance.

     • Ticket Creation Form: Allows ticket creation for a registration code.

     • User Creation Form: Allows new user account requests (pending approval).

   • App Name: Select the type of form (e.g., Assets, People, Work).

   • Category: Either select an existing category or click Create New to make a new grouping.

   • App Template: Choose from preconfigured templates (cannot be edited or deleted).
     

3. Click Continue.

   • The new form will appear in draft mode. Add at least one section to remove the draft error message.

Viewing the History of Changes

You can track who made changes and when:

• On either the App Summary screen or the form page, click History in the upper-right corner.
  

• Click Show Changes to view detailed descriptions of updates.
  

Related Features/Next Steps:

• Managing Form Details
• Using Links to Connect Forms, Tickets, and Map Layers 

FAQ/Troubleshooting:

Q: Why is my new form marked as “Draft” with a red error message?
A: All new forms start in draft mode. Add at least one section to clear the error message.

Q: Can I change or delete an App Template?
A: No. Templates are system-defined and cannot be modified or removed.

Q: Why can’t my users access the form I created?
A: Check permissions and make sure the form is shared correctly under Form Settings > Share.

Questions?  Contact us!