Construction site inspector app in 5 steps(2019) | Zoho Creator

Hi this is Siva and you're watching App DNA channel where we talk about all
things Apps. In this video we are going to create a basic site inspector app.
this would be really useful for construction companies who own a lot of
sites and need regular inspections happening
We will create this app in five simple steps. In the first step we will add the
company, in the second step we will add all the sites that the company
owns and in the third step we will add the inspectors who are going to work for
the sites and in the fourth step we will add the inspection form which the
inspectors will use to report to the admin in the fifth step we will send a
mail notification after the inspection is done.
we will be creating this app in
a low-code platform called Zoho Creator. Low-code platforms are really easy they are
user friendly you don't have to have a prior knowledge in programming language
or anything. Zoho Creator is one of such low-code platform which we'll be using to
create this app so let's get started with the first form
In the first step we will add the company details
this is the zoho creator website you can
straightaway enter your details like name email phone number and get started
with your 15 day trial or if you have already the account, you can directly log in
and get to the page so this is the home page of zoho creator if you log in to
your account this will be a first page where you can see all the applications
that you have created and you have been shared with. There are two options to
start you have a new application and then you have an import file so if you
have a database already in place for your business like you know in Excel
sheets or ms access and stuff like that you can directly import a file and you
can convert them into a fully working app within minutes. I am going
to create a new application so this will be the new application and this is the
app deck or app gallery of Zoho creator where you have all the applications that
our developers have built for you. These are all fully working pre-built apps
that you can directly install and start using it
even if you want to like adjust something and tweak features
according to your business it's fully customizable and you can do whatever you
want with the apps that you are installing. so we also have this
categorized on information technology business, sales and marketing, education
and more so I'm going to create a new application by clicking here.
This is the app deck gallery where you can select apps and
install them right away so or you can create from scratch I'm going to create
from scratch. The application name is
Site inspector
so this is the zoho creators builder so we have the design we have workflow
settings so to get any data we need forms so let's create the first form
which is going to be the 'Add Company' form
You can import data from a template
and integrations you can go with the blank I'm going to go with the blank
form first form is add company
for this app it could be a construction company
This is the drag-and-drop builder where we build forms you can see
that we have basic fields advanced fields and special fields in the left
hand side you can just drag and drop any field element and then you can build
forms so I'm going to use a single line field and you can see that whenever you
drag-and-drop you get the field properties in the right hand side and
you can modify and customize however you want to
I'm going to make this a mandatory field.
Let's use name field for the admin name
again making it mandatory
and then contact, email and phone number
This will be like the head office.
so by simply dragging and dropping a few
fields from the left hand side we have created a form
to add company now that
we have created the form I'm going to click done
since it's a site inspector app, this can have only one company.
Let's access this application and
see the form in the live and add a record.
This is how the form will be
visible in the live feed so you can see that whenever you create a form
auto-generated report is created here all companies so this is a company from
this is the all companies report you haven't have any records so I'm going to
add a record here
company name can be 'XYZ constructions'
Admin name can be 'Mark Paul'
I'm just randomly picking a location for the address
as this is a sample entry
Click done and I'm going to add it so company added successfully let's go back
to edit this application and hide the form so that there is no more records
added in the company
for that, what we are going to do is, go to the
sections tab this is a section where you can like rearrange sections
hide the form add company and I'm going to rename this
company details
we have this company details as a report.
You can also change the layout and how it looks in the right-hand side.
You can choose it according to your needs.
we have created our first form
in the second step we
will add all the sites the company owns
Next form we are going to create is the add sites
again a blank form
This form will be used to add all the sites
the company owns.
I'm going to use a single line field for
the site name and I'm going to make this mandatory
use address field for site location
use a drop-down menu to get the site status
In the drop-down menu you can customize your choices
add or remove multiple choices
if you select an option
that will be the default option
I'm going to make active as default and I'm
going to make this mandatory I think again this is a very simple form we just
need the site name site location and site status so you can add multiple
sites using this form
you can also see there is an 'All Site' report that is auto generated.
we have the company and sites in the third step we will add all
the site inspectors that are going to be working with us
Next form is the 'Add site inspectors'
add new form - a blank form
so again we are the drag-and-drop builder where we can use the
drag-and-drop elements and create the form
name, phone and email.
In this form
we have the name email and phone number of site inspectors.
I'm going to use the name field
We have added inspector name, inspector email and
inspector phone.
using this form all the site inspectors will be added
click done
once we have add site inspector form
I'm going back to the add sites form
Open form builder
I'm going to use a special field called the lookup field
what lookup field does is, it relates
two forms and gives values from one form into another form so I am going to refer
to the ad site inspector form and the inspector name field as a lookup field in
this ad sites form that will be the assigned site inspector
so once a site inspector is assigned to the site it will be updated in the assign
site inspector so we will disable this field from the user.
For that we will create a workflow, click on the add new and then workflow
while using the form - Add sites
Disable assigned inspector
you can add new action and a workflow can be like a notification data access
delude script integration of productions so we can simply use the field actions
workflow and use the disabled fields and then click on assigned site inspector
and then save so this will disable the sign site inspector so that
the user cannot input
Creating workflow is really simple
Click done and go to design
we have the company details
we have add sites form and we have the add site inspector
In the fourth step we are going to create a inspection form which the inspectors
will use to give the report to the admin
Before that, I am going to
create another form 'Assigning the inspector' form
I'm going to use two lookup fields
one to look up the site
from the Add sites form, select the Site name.
you can choose multiple display options
I'm going to add one more using this
option click plus you have one more using the drop down I am going to select
site location City District I'm going to make this mandatory and I am also going
to set a filter because only the active sites should be visible here
Set filter. you can select the field that you want to use
I'm going to use site status equals active
you can see that we have filtered the records from the add sites
form using the site name and select site field
Next look up is site inspector from the add site inspector form
select inspector name and click done
select site inspector
you can see that whenever we create a field name
the field link name is auto-generated
field link name is something that we will use to fetch this particular field from this
particular form in all our workflows and in the deluge coding
the assign inspector will have only two
fields one a select site so we are going to select site and then select inspect
am then going to assign inspector so you can actually rename it from the settings
here you can go to the form settings inspector assign successfully is the
message when they will get all successful submission
you can rename the buttons assign inspector
you can also modify other settings of form properties
what should happen is, when we assign
an inspector to a site, the assigned inspector in the sites form
should be updated so I'm going to do that with the workflow
Add new workflow - while using the form
assigned inspector
add new action and I am going to use deluge script
Deluge script is a user-friendly scripting language that
zoho creator uses. It's very simple and easy
this script is triggered on successful form submission
This is the deluge builder
It is a drag-and-drop builder.
You can drag and drop code from the left
and easily customize your code
I am going to create a collection variable
assignedinsp is a collection variable
using the form Add Sites.
ID == input.select site
assigned site inspector = input.selects site inspector
we are creating a collection variable to get
the values from the form add sites using the ID input select site and then
what we are doing is we are getting the assigned site inspector field from
the collection variable and then giving the value as input from select site inspector
save and close
we have created a form and a workflow
to assign inspectors
going back to design
lets create the inspection form
In this form the first field is going to be a date field
date of inspection - a mandatory field
use the lookup field to get the site
make this mandatory and set filter
only sites that are assigned with inspectors should be visible
ID not equal to null
let's display the site inspectors name with the single line field side
Site inspector
so once the site is selected the site inspector name will automatically be
updated we will do that in a workflow
drag and drop a single line field to get the inspection type
make it mandatory field and then a multi-line field for the description
we can also have images and video so that the inspector can upload images
a drop down menu for the severity of the issue
or the inspection
We've created an inspection form
next, let's create a workflow. When the site is selected the site inspector
name should be displayed here
while using the inspection form
Display site inspector.
Add new action
use a deluge script
on user input
whenever the field site inspector is updated
this code will be executed
create a collection variable called 'insp'
I'm accessing the Add sites form.
using the ID.
ID == input.Sites
Site_Inspector = insp.Assigned_Site_Inspector
but the datatype is different
so let's fetch the values from the site inspector form
Site_Inspector = Add_Site_Inspector[ID==insp.Assigned_Site_Inspector]
Site_Inspector = Add_Site_Inspector [ID==insp.Assigned_Site_Inspector].Inspector_Name
We are creating a correction variable called insp
and then we are accessing the form add sites with the ID input sites
are doing is we are accessing the form ad site inspector with the ID in dot
assigned site inspector so insp is a collection variable and we are accessing
the field assigned site inspector from the add sites form and then what we are
doing is we are fetching the inspector name from the particular
record and displaying it to the site inspector
so this is the code for
displaying the site inspector I am going to save it
we're done with four steps
In the last step, we are going to send email notification to the admin after the inspection is done
Again we are creating a workflow
while using the inspection form
to send mail notification to the admin
add new action and then click on notifications
notify through email or SMS
send email
From the logged in user email id to the admin email id
you can change the subject
You can include the user submitted data
As inline content or attach template as PDF
I'm going to click save and then done
We have created the basic version of the site inspector
A company with all its sites in the app
and then the site inspectors can be added
inspectors are then assigned to sites
then they can inspect and send report to the admin
which is sent through a mail
we will now go for a quick demo and add records and see how our app works
let's access this application and go to the live mode
Company details are displayed here
I'm going to add sites
*Entering Data*
Site status is active
Assigned site inspector can't be accessed
because we have disabled this
Click Add
Adding another site called regional office
*All these are sample entries*
Marking this site as inactive
next let us add site inspectors
let's see how to assign inspector
select a site, then you can see only two offices are visible here the
the third one was inactive so it's not displayed
After selecting, click assign inspector.
inspectors assigned successfully
let's go check all inspectors report
next lets see the inspection form
Date of inspection
choosing as today
in the sites only regional offices is visible because
only that has been assigned with the site inspector
I am going to select that and
you can see that the name is displayed here automatically with the workflow
Description - Test
so you can add image or add video
Select the severity and then I'm going to click on submit
Inspection added successfully
so once the inspection is added successfully you can see the email notification
Following is the inspection report - user submitted data
the admin receives a inspection report instantly with all the details that are
being entered
You can also check the report on inspections
Click to get details.
Our app is working fine with all the forms and workflows
What we have created is a very basic structure of
the site inspector app our developers from Zoho have already created a better
version with much more features let's go and take a look at the app deck app
I'm going to check the site inspector app that our developers have created
There is no sites assigned to you please contact admin
I am getting an error message
this is because they have personalized the app
when a user logs in, sites assigned to them are displayed.
add new inspection
inspector name is displayed and the date is predefined
*This an elaborate inspection form*
Today's inspection map is a map view report
all inspections are grouped by the locations
my inspection and all inspection types are other reports
This is Add site inspector form
Site inspectors report
Let's have a look at add site form
and all sites report
and they have a map view for all sites
you can see all the sites
Let's check assigned sites
and then they have the company details
so this is the site inspector app that is readily available in our Zoho Creator
app deck / app gallery
it is readily available for you to
download and use from the Zoho creator app deck gallery. You can also customize
all the features it's fully customizable so you can log into zoho.com/creator
log in and access these apps
Like the video and drop your comments
and doubts regarding workflows, we'll get back to you.
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