Example 7: Custom Forms Integration

This integration allows you to create custom forms (questionnaires) directly within the magicplan Cloud. These forms can be accessed by all magicplan users in your workspace, enabling you to collect structured project-specific data tailored to your workflows.

Steps:

  1. Define Your Form Requirements:

    • Decide on the purpose of the custom form and the information you need to collect.

    • Identify the input fields required for your form, such as text inputs, dropdowns, checkboxes, or date pickers.

  2. Create the Custom Form in magicplan Cloud:

    • Log in to the magicplan Cloud.

    • Navigate to the Forms section.

    • Use the interface to create your custom form:

      • Add the required fields and configure their labels and formats.

      • Organize the form layout to ensure it is user-friendly.

      • Save the form once it is complete.

  3. Publish the Form to Your Workspace:

    • Publish the custom form to your workspace to make it accessible to all users.

    • Once published, all workspace members can access and use the form when working on their projects.

  4. Retrieve Form Data via APIs:

    • Plan Forms API: Use this API to retrieve all the forms applied to a specific plan. This allows you to see which custom forms are associated with the plan and their structure.

    • Project Plan API: This API returns the plan, including all the questions answered from the forms that were published. It provides an efficient way to collect user-submitted data for further processing in your system.


Use case

A heating company creates a custom form to inspect heating systems during site visits. The form includes questions about the condition of the heating unit, the type of system installed, and any maintenance or repairs required. Technicians use the form in the magicplan app during inspections to ensure all relevant data is collected.

After the site visit, the heating company retrieves the answered form data using the Project Plan API and automatically updates their internal CRM with the collected information for follow-up and scheduling future maintenance tasks.


Note:

The workflow for creating custom object lists is quite similar. Instead of navigating to the Forms section, you would go to the Objects section in the magicplan Cloud and define the attributes for each object. Once published, the object list will also be available to all users in your workspace.