Product Documentation

Getting Started with the WorxForms Mobile App

May 28, 2016

Important

Citrix WorxForms is in the process of being renamed Citrix Secure Forms. In preparation for this change, you'll have to rename the folders in your ShareFile setup to maintain existing forms and collected data. Please see the instructions at Moving From WorxForms to Citrix Secure Forms.

You can download the WorxForms QuickStart Guide here.  Scroll to the bottom of the page and click on iOS

With WorxForms, users can fill out and submit forms that were created with the WorxForms Composer.

You can download the WorxForms mobile app at the XenMobile downloads page. After you download the app, you can then secure the app with the MDX Toolkit.

System Requirements

WorxForms is supported on iPhones running iOS versions 8 or 9. 

Installing WorxForms

Users sign on to Worx Home, tap WorxStore and then select WorxForms from the list of apps.  WorxForms will automatically install on their iPhones.

Using WorxForms

When users open WorxForms, they'll see a list of forms available to them, under Templates

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Forms are auto-saved as users fill them out, so users can pause while completing a form and return to the form later. 

Left-Swipe Actions

In Submitted and In Progress, a left swipe brings up options to delete a form or send the form as a PDF attachment with WorxMail.

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Field-Level Help

Tapping a blue question mark next to a field brings up help text pertaining to that field.  Help text is added to a field in the WorxForms Composer when the form is created. 

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Submitting Media

WorxForms allows users to take or attach photos, as well as record audio and video. It may take a few minutes to submit forms that contain media. Users should wait until the form is successfully submitted before navigating away from the app, because the submission process might pause if WorxForms is put in the background.

Offline Use

If users are in a location without an Internet connection, they can still fill out and submit a form. The form uploads when connectivity is restored.

If users want to upload forms only with WiFi to save cell phone data, they can turn on Save Form Data > On Wi-Fi Only in Settings.

If they have an unlimited data plan, users can turn on Save Form Data > On Mobile Data and Wi-Fi in Settings. The form uploads when users return to a coverage area.