Digital forms digitize your paperwork and enable instant, paperless access to all your forms, such as equipment inspections and maintenance records. Within the Template Builder, you can create, manage, and delete your forms, as well as view all existing digital form templates. To learn more about how to create or delete forms, view the following topics:
Answer Types determine how the worker responds to each question in your form and include the following options:
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Answer Type |
Description |
|---|---|
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Multiple Choice |
Display several possible answers which the worker must chose one from. |
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Check Boxes |
Display several possible answers which the worker can choose multiple from. |
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Asset |
List assets from the Samsara dashboard Assets Summary, which the worker must choose one from. To learn more about this field, see Asset and Person Fields in Connected Workflows |
|
Text |
Display a text field for a worker to provide a free-text response. The max character count for the text field is 1,024 characters. |
|
Number |
Worker must write in a number. This option accepts numerical input only. |
|
Date/Time |
Worker must enter the date and/or time. |
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Photo |
Worker uploads a photo from their library or takes a photo through their device's camera. |
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Signature |
Worker signs the screen. |
|
Person |
Lists people from the Samsara dashboard Users & Roles settings, which the worker must choose one from. To learn more about this field, see Asset and Person Fields in Connected Workflows |
You can build a digital form from scratch, or you can Create a Digital Form Using a Pre-made Template. To create a digital form from scratch:
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From the Samsara dashboard, select Forms > Templates.
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Select + Create > Build a Template.
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Name your form in the Untitled Form field.
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Add a section to the template with + Add Section.
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Title your section in the New section field.
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Type your question in the Question column.
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Select the radio button to choose the Answer Type.
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Click the Required toggle if the worker must answer the question.
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Multiple Choice or Check Boxes Answer Types only: If you want to add follow up actions based on how a worker responds to a Multiple Choice or Check Boxes answer type question, click If answer is..., choose which answer to create the follow up action for, and then select + Add action.
You can include one or more of the following follow up action options:
Action
Description
Require Photo
Worker must include a photo with their response.
Create Issue
Creates an issue in the form that the worker must fill out and submit.
Submitted issues can be viewed in the Connected Workflows Issues Inbox.
Require Note
Worker must type additional information.
Ask Follow Up Question
Asks the worker an additional question.
This option is available to Premier tier only.
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Add another question to the section with + Add question.
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Add additional sections with questions, as needed.
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Save. View all your saved templates through Forms > Templates.
All saved templates are instantly viewable as digital forms by all users in your organization in the Samsara Driver App.
The Template Library provides a collection of pre-made form templates that you can use to streamline your workflow setup. Instead of creating forms from scratch, you can select and customize templates that align with your specific use cases, such as safety inspections or equipment tracking. This reduces setup time and makes form creation more accessible, particularly for new users.
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From the Samsara dashboard, select Forms > Templates.
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Select a pre-made template.
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Click Create in the top right corner and select Customize a pre-made template.
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Locate the template in the library.
To find a specific type of template, use the search or filters to display templates by:
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Industry: Industry-specific forms such as Construction, Utilities & Energy, Government and more.
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Use case: Safety, Equipment, Workforce, Transportation.
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Regulatory body: OSHA, DOT.
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Customize the template.
Modify the template as needed to fit your organization's requirements.
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to add the template to your organization's template list.
Note
If you reach the template limit defined in by your Samsara license (Essential: 5 templates, Premier: 25 templates), you must delete an existing template before saving a new one.
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