(Please note that older articles might not render correctly in mobile view.)
With ProntoForms dispatching functionality, a partially-completed ProntoForm can be directed to the mobile device of a specific user. The administrator of the dispatch selects the recipient user, the mobile form to use, and which questions on that form will have pre-filled answers. This functionality is commonly used to allow an administrator to fill out customer or job information (like a name, job site, address, and contact information). This can then be sent a mobile user, providing them with important information and helping them arrive prepared for their next site visit.
ProntoForms supports 3 methods for dispatching forms:
Dispatch from the ProntoForms Web Portal
We make it quick and easy to dispatch forms to users from the portal. Use the portal's user-friendly dispatch interface to dispatch to a single user, or dispatch to multiple users at once with a CSV file that is customized for your form.
Dispatch through the ProntoForms REST API
Use the API to automate dispatching from your back-office systems direct to your mobile work force.
Dispatch with the Dispatch Data Destination
Dispatch forms to users on-the-go from a mobile form, with no .csv files to upload. This is only available on Enterprise and Advanced Tiers.
There are a few additional aspects to consider when setting up your ProntoForms solution for dispatching.
Always Dispatch, Optionally Dispatch, or Never Dispatch?
With each mobile form, you can specify whether it is eligible for dispatching or not. By default, a form does not allow dispatches. For instructions on configuring a form for dispatching, including whether a user is allowed to decline dispatches, refer to the article on Configuring Forms and Destinations for Dispatching.
Question Types and Other Constraints Affecting Dispatched Values
It is up to the dispatcher to ensure that all pre-filled answers will work with the constraints defined on the form. If there are problems with the dispatched data (for example, a name is dispatched to a question that requires a phone number), the dispatch will be rejected with an error message. For important details on questions configurations and answer value formats, please consult Data Formats and Supported Question and Data Types for Dispatching.