Before you go further and set up your form manually, make sure you have read the article, Form Setup in ServiceForms. In that article you will find instructions on automatic form set up, which is preferred over manual form set up.

If you still wish to continue with manual form set up, read on.

Manual Form Creation

Manual form creation requires the following:

  • Setting up the mobile form in Device Magic.
  • Creating a PDF destination.
  • Creating a middleware destination.

Setting Up the Form in Device Magic

Step 1: Go to the Device Magic management console log in page.

Step 2: Log in with your username and password.

Step 3: Click on ‘Forms’ in the menu on the left.

Step 4: Click the ‘New Form’ button on the top right.

Step 5: Enter a name for your form where it says "Untitled Form".

Step 6: Add as many fields as necessary to meet your requirements. (For more information on form creation, visit the Device Magic help center here.)

Note: Your form MUST have a field whose identifier is servicetrade_job_id. It should be set up like this:

***Make the Job ID field read only, and place it at the very bottom of the form. The technician user doesn't need it and should never change it. ***

Step 7: Click 'Save and Close' in the upper right.

Create a PDF Destination

Follow these additional instructions to add a PDF destination. This must be added for every form that will create a PDF to be attached to the ServiceTrade job.

Step 8: In the Device Magic management console, from the form details page, click ‘New Destination’.

Step 9: In the ‘Select a Destination’ section, choose ‘Amazon S3’.

Step 10: In the ‘Select a Format’ section, choose ‘Adobe .pdf’.

Step 11: In the ‘Deliver image, signatures, and sketches to’ drop down, choose ‘None (inline).’

Step 12: In the ‘Destination Description’ section, enter a description (such as the name of the form followed by ‘ - PDF’). Leave the active checkbox checked.

Step 13: In the ‘Customize PDF file’ section, enter a filename. The filename MUST BE EXACTLY in the following format:

XXXX__{{fields.servicetrade_job_id}}__{{fields.servicetrade_job_number}}__{{submission_id}}.pdf

Where 'XXXX' is your ServiceTrade account ID.

Step 14: Upload a template. (OR leave the template upload empty to use Device Magic's standard PDF template. It's fine to use the standard template for testing.)

Step 15: In the ‘Amazon S3 Options’ section, enter the Access Key ID, Secret Access Key, bucket name, and folder path for this form. For ‘Link settings’, choose ‘Files available publicly’.

Step 16: Click ‘Create Destination’.

Create a ServiceForms Connector Destination

Follow these additional instructions to add the ServiceForms Connector destination. This must be added for every form that will cause any actions (create deficiencies, add assets, etc.) in ServiceTrade.

Step 17: In the Device Magic management console, from the form details page, click ‘New Destination’.

Step 18: In the ‘Select a Destination’ section, choose ‘HTTP(S)’.

Step 19: In the ‘Select a Format’ section, choose ‘JSON’

Step 20: In the ‘Deliver images, signatures, and sketches to’ drop down, choose ‘Amazon S3’.

Step 21: In the ‘Destination Description’ section, enter a description (such as the name of the form followed by ‘ - Connector’). Leave the active checkbox checked.

Step 22: In the ‘HTTP(S) Options’ section, enter the Connector listener URL: https://serviceforms-api.servicetrade.com/dm/formsubmit

Step 23: Click ‘Add a custom header’.

Step 24: In the ‘Key’ field, enter account_id.

Step 25: In the ‘Value’ field, enter the ServiceTrade account ID for this customer.

Step 26: Click ‘Add a custom header’ again.

Step 27: In the ‘Key’ field, enter form_id.

Step 28: Copy the ID of this form from the URL of the form edit page in Device Magic, and paste it into the ‘Value’ field.

Step 29: In the ‘Binary Amazon S3 Options’ section, enter the Access Key ID, Secret Access Key, bucket name, and folder name for this form. For ‘Link settings’, choose ‘Files available publicly’.

Step 30: Click ‘Create Destination’.

You've completed the manual form set up in Device Magic, and now you need to continue with form set up in the ServiceForms Connector. You can read those instructions in the article Form Setup in ServiceForms, starting with "ServiceForms Connector Form Set Up"/Step 8.

All support requests for ServiceForms should be emailed to serviceforms@servicetrade.com.

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