Template Form Setup
A new form screen will appear if this is your first time filling out the form. Enter the name of the form, avoiding spaces or special characters.
When you create a form, the barcode and timestamp fields are automatically set as defaults. You can add more fields by selecting the drop-down menu and clicking the [+ Add Field] button.
Add Form Fields
You can add more fields by selecting drop-down and click [+ Add Field] button. Select the field type you would like to use when designing your custom form. Make sure Field Title (renamed fields) doesn't have any special characters in it, otherwise they will cause errors with submitting.
Date: This field is for date from calendar.
Short Answer: This field is for a short title, such as product, item.
Paragraph: This field is for more detailed title.
Dropdown: This field is for a dropdown list. For example, title name “Location” and add options such as “Warehouse”, “Main Office”, “Parking Lot”, “Conference Room”.
Checkboxes: Multiple Selection Checkboxes.
Number Count: Users can click plus or minus to adjust the current quantity. It is useful for volume of same barcode.
Radio Button: Radio buttons can designed to select options on the form.
GPS Coordinates: A field to record a scanned location. It will create two fields - Longitude and Latitude, and Google Maps link.
Secondary Barcode: When a user scans the second barcode, it will register in the same row on Google Sheet.
Hidden: A hidden field will not be displayed on the form but show on Google Sheet.
Image: A field to upload or take a picture from mobile.
Stock: The 'Stock' field is designed to control 'In' and 'Out' stock quantities with adjustable options. 'Current Stock' displays the total amount of available products. The 'Choose In/Out' option allows you to select either 'in' or 'out'.
If you want to give 3 items as an example for this barcode item, select 'In' on Choose In/Out and enter 3 under Quantity.Current User: Current user's email is recorded upon form submit. It is useful if multiple Google Workspace users are using the app.
Edit Field Options
For more field edit options, click the [+] on a field on your form. This will expand your options on the specific field you have selected.
Rename: Renaming a field will update it on the Google sheet in the first row with that new name.
Required Field: If this field is marked as required, the user must fill out that fieldtype in order to submit the form and any changes.
Disable: Selecting 'No' disables the field temporarily. Selecting 'Yes' will disable it entirely, preventing any input from being accepted into the form.
Delete: To delete a field, click the red delete button to remove the field type.
Preview Form
Once you click [Complete and Save] for your form, you will receive a notification that the Google Sheet has been created. Select [Preview Form] for a pop-up view of your form. Preview mode also allows viewing drop-down menus and more.
Google Sheet Generation
Once you have clicked [Complete and Save] for your form, a notification that the Google Sheet has been created will be sent to you. The spreadsheet is automatically generated correlating with your text fields in the form.
Edit Forms
Once you've created a form and saved it, you can edit the fields to manage data more effectively. Editing your form will also automatically update your corresponding Google Spreadsheet. You can rename existing field names, add more fields or delete unwanted ones too!
Edit Form on Desktop
To make edits to your form:
① Go to https://app.getgear.io/
② Choose a form from the drop-down menu and click the [Edit Form] button.
③ Your existing form fields will appear. You can also add more form fields by choosing from the dropdown menu and clicking the [+Add Field] button. You can also click on each field to rename it or delete it.
④ Click [Complete Edit and Update]. Your Google Spreadsheet will be updated to reflect your changes.
⑤ Click [OK] to confirm your form update. Check your Google Sheet to see your updated spreadsheet.
Edit Form on Mobile
① Open your NBS app, or go to https://app.getgear.io/ on your mobile browser.
② Choose a form from a drop-down and click [Edit Form] menu button.
③ Your existing form fields will appear. You can also add more form fields by choosing from the dropdown menu and click [+Add Field]. You can also click on each field to rename it or delete it.
④ Click [Complete Edit and Update] Your Google Spreadsheet will be updated accordingly to reflect your changes.
⑤ Click [OK] to confirm your form update. Check your Google Sheet to see your updated spreadsheet.
Manage Multiple Forms
NBS PRO users can conveniently create and manage up to 10 forms. Because each form is bound to an NBS Google spreadsheet, you will be able to see up to 20 tabs in your sheet (10 asset management tabs and 10 transaction log tabs).
To Add a Form
To utilize the function, begin by creating the first form and selecting the (+) icon on drop-down menu bar. You will then be able to create a new form. If you have already named your form, and wish to rename it, delete the existing form and recreate it.
To Delete a Form
To delete a form, simply click the 'Edit Form' button on the main screen. Then, just click the 'Manage Form' button at the top right of the form edit screen.