Fields or Forms, what should I use?

Fields and Forms: cool Cargosnap features, but when should you use one or the other?

Forms and Fields allow you to store data in Cargosnap, as a part of each of your files. So.... what is the difference?

Well, let me highlight the key, most obvious differences:

• A Field can be used to 'tag' a file with a value, which can be used to quickly find back the file. Examples include a Customer, a Product, or a Location field.

• A Form contains multiple fields, grouped together into a tabular structure. Example use cases include a product inspection form, a damage form, or a timesheet.

A Field can be used to 'tag' a file with a value, which can be used to quickly find back the file. Examples include a Customer, a Product, or a Location field.

A Form contains multiple fields, grouped together into a tabular structure. Example use cases include a product inspection form, a damage form, or a timesheet.

A field is what you will typically see at the top of a file, like header-information, while a form is in the content of a file.

For more details on the capabilities of these solutions, please check out this matrix:

Tables can't be imported directly. Please insert an image of your table which can be found here.

Forms

Fields

Unlimited use

yes

yes

Fill in on Platform

yes

yes

Fill in on App

yes

yes*

Use scanner in App to fill

no

yes

Search file on content

limited

yes

Download all submits to a spreadsheet

yes

no

Available via API

yes

yes

Available via Webhook

yes

no

Color coding/highlights

no

yes

Field types (number, text, select, etc.)

yes

yes

Geofence capability

no

yes

* available from app version 3.4.19 upwards and available as a workflow step.