GeoOp is an emerging job management system that allows service jobs to be co-ordinated and managed with efficiency. One of the easiest ways to automate your process is to export your form entries as documents that can be attached to a GeoOp job. These files are attached to GeoOp jobs via a GeoOp note.

For example, if a safety form is captured while on a job, you can automatically add a note onto the GeoOp job containing the entry PDF.

Note: Before you add a this connector, you must ensure that you have a valid GeoOp connection set up for your organization.

Adding a GeoOp connection

The connectors page is accessed from your form design or settings pages. Alternatively you can go into the screens listing and hover over the form row in question, and click connect.  You must be an administrator level user to see this option.

1. Click on 'ADD CONNECTOR' to see a list of the available connectors.

2. A 'Choose Connector' window with many connector options will appear. Click the GeoOp option 

3. Click authorize.

This will take you to the GeoOp accounts page where you must log in with your desired GeoOp account. Make sure to log in with the right account as this is the account that all GeoOp connectors will use. Grant access as requested. This is done so our connectors can create and update entries on your GeoOp account.

4. After granting access, you should be returned back to the connections page. Your connection will be verified automatically - you will see a green check mark if everything is working.

Adding a GeoOp connector to your form

Once you have a valid connection, you can add as many connectors as you like to a form. This is also done via the connectors page.

1. Go back to the connectors page and choose GeoOp.

2. This will refresh the page and display your connector, ready for configuration. Be sure to save your connector after setting it up.


3. Select which format you would like your data saved as. Option provided are CSV, Excel, PDF, Text File and Word.

4. Choose a custom file name of your choice. You can also create a dynamic attachment name using fields from your form - click the hammer icon to build it. The file extension (.pdf, .xlsx, .docx, .csv, .txt) will be added to your name automatically.

5. Specify the field in your form that contains the GeoOp job identifier for the associated job. This is normally achieved by having a choices field in your form that lets the user choose from the jobs populated by the 'GeoOp - Jobs' connected data source. Use our standard #{{ }} syntax to refer to the field's data name. Otherwise, specify a static value for when all entries must create notes against the same job. 

If you need help remembering the name of the target job field click the hammer icon that appears when you hover over the field.

6. Specify the field in your form that contains the GeoOp Identifier for the associated User. This is normally achieved by having a choices field in your form that lets the user choose the users populated by the 'GeoOp - Users' connected data source. Use our standard #{{ }} syntax to refer to the field's data name. 

Another option is to set the GeoOp identifier for each user into the External ID field of your app users, then use the userid() formula to refer to this. You can also specify a static value. In this case all jobs created by this connector will show as being created by the given user. If you need help remembering the name of the target user field click the hammer icon that appears when you hover over the field. 

7. Enter custom text which will show as the job note in GeoOp. Create dynamic text using fields from your form - click the hammer icon to build it.

At this stage, your Connector is ready to go. Click 'Save' to save your changes and activate the connector.

Did this answer your question?