Create Digital Forms

From the Samsara dashboard, select Forms > Templates.

Select + Create > Build a Template.

Name your form in the Untitled Form field.

Add a section to the template with + Add Section.

1. Title your section in the New section field.

2. Type your question in the Question column.

3. Select the radio button to choose the Answer Type.

   

4. Click the Required toggle if the worker must answer the question.

5. To enable workers to upload images—like documents and real world pictures—that automatically fill in form fields based on the image content, select the Media Answer type, then Enable Autofill with AI.

   Your organization must have access to AI Visual Intelligence to use this AI feature.

   1. Add and link fields you would like auto-filled by AI with the Autofill from drop down.

      Supported field Answer Types that AI Visual Intelligence can populate include Asset, Text, Number, Date / Time, Multiple Choice, and Check Box fields.

   2. Add field descriptions to each link field to help guide the AI on what specific data to extract from the image.

      Be as detailed as possible when you write descriptions because they are fed to the AI to improve prompt accuracy. You can tweak descriptions to increase the accuracy of the extraction over time.

6. 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.

7. Add another question to the section with + Add question.

(Optional) To enable workers to enter structured information in a table with dynamically added rows to fill out forms, select + Add Table.

Tables can be especially useful for forms that rely on structured lists, such as witness details during an accident report with multiple witnesses, or in audits and inspections where multiple defects, maintenance tasks, or compliance checkpoints need to be logged efficiently.

1. Title your table in the Table field.

2. If you clicked the Enable Autofill with AI toggle while you created a section in step 4, you an also toggle on the Autofill table from drop down option.

   This option enables you to link fields that AI auto-fills, based on the image a worker uploads.

   Your organization must have access to AI Visual Intelligence to use this AI feature.

3. Define each column.

4. Select the Text button to choose the Answer Type.

   Supported answer types for tables are Multiple Choice, Check Boxes, Text, Number, Date / Time, Media, Signature, and Person.

5. Click the Required toggle if the worker must answer the question.

6. Add another column to the table with + Add question.

Add additional tables or sections with questions, as needed.

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.

To view the workflow of how a user completes a form in the Samsara Driver App, see Complete a Digital Form.

From the Samsara dashboard, select Forms > Templates.

Select a pre-made template.

1. Click Create in the top right corner and select Customize a pre-made template.

2. Locate the template in the library.

   To find a specific type of template, use the search or filters to display templates by:

   • Industry: Industry-specific forms such as Construction, Utilities & Energy, Government and more.

   • Use case: Safety, Equipment, Workforce, Transportation.

   • Regulatory body: OSHA, DOT.

Customize the template.

Modify the template as needed to fit your organization's requirements.

Save to add the template to your organization's template list.

Assign Form Tasks to Users.