DataScope’s Form Builder allows you to create, edit, and customize forms quickly and easily, adapting them to any operational process.
1. How to get started
To create or edit forms:
Go to the DataScope Web Portal
Log in with your username and password
2. Where can you create forms?
Once you are in the platform:
Go to the “Forms” tab
There, you can:
Create a form from scratch using the “Create” button
Edit sample forms included in your account
(Optional) Use templates or AI-powered automatic generation
3. How does the Form Builder work?
The builder was designed to be intuitive and flexible, allowing you to create forms in just a few steps.
Main elements:
Form name
Located in the upper-left corner. Defines the name of the form.Add questions
Use the “+” button or “Add new question”
Question type
Choose from different types, such as text, selection, photo, and more.
Duplicate questions
Ideal for saving time when repeating structures.
Form structure
View and navigate through the form using the side menu.Save changes
Click “Save form” to avoid losing your progress.
4. Question settings
Within each question, you can configure:
Basic fields
Title
The name of the question (visible in the app, PDFs, and exports).
⚠️ It cannot be repeated within the same form.Instruction
Help text for the user (only visible in the app).Sections
Allow you to group questions (visible in PDFs).
Quick actions
Duplicate question
Delete question
Add a new question below
5. Advanced options
Advanced options may vary depending on the question type you are using.
In other words, not all questions have the same settings. Some options may appear or change depending on how the question is configured.
For example:
Required → available for most questions
Skip questions → enables conditional logic
Comments, images, or issues → available for checklist-type questions
Related lists → available for questions using data lists
💡 This allows you to customize each question according to the information you need to collect.
6. Finish and test your form
When you are done:
Click “Save”
Test your form using:
📱 Mobile app (recommended)
Ideal for field use
Supports photos, signatures, GPS, and offline mode
💻 Web
You can also complete forms directly from the web platform
Simply go to Forms > Answer
💡 Important
Some features may vary between the app and web
Example: the scanner is not available on the web
You can also share the form using a public link so it can be completed from any browser
💡 Best practices
Use clear and unique names for each question
Add instructions when necessary
Group questions into sections to keep your form organized
Always test your form before sharing it
✅ What can you create with DataScope?
You can create forms for:
Inspections
Checklists
Audits
Work orders
Surveys
Reports
Everything is fully customizable to fit your operation.