How to Generate and Share QR Code for Public Form in Mobile App?

This guide provides step-by-step instructions on generating and sharing QR codes for public forms within the Caction system. Users can create QR codes linked to specific data levels—such as assets, customers, projects, jobs, or digital forms and distribute them via print or messaging platforms like WhatsApp. The guide covers both desktop and mobile app procedures, ensuring flexibility in accessing and sharing public forms.

The tutorial below is based on Asset Page but all of these can be applied to other data level such as Customer, Project, Job, and Digital Form.

Benefits:

Public forms allow for structured data collection from customers, improving the accuracy and organization of information received.
The ability to generate and share QR codes via the mobile app ensures that users can manage and distribute forms on-the-go.
By providing QR codes and direct links to public forms, customers can easily access and submit information for their enquiries.

Here’s what you need to do, step by step.

In Caction Mobile App, click “Dashboard” page.
Click “Asset”.
Click the asset that you want to generate QR code.
Click the three dots icon.
Click “Genarate QR Code” if you are the first time to generate a QR code for this asset.

*Note: If you don’t see this option to generate a QR, please contact your admin to request for permission.
Select the “Template” you want.

*Note: This template refers to the placement of the company logo in the center of the QR code.
When you saw this “Success” prompt, means that the QR Code for this asset has been generated.

Send Asset Link to Customer - Mobile App

Click the three dots icon.
Click “Share Asset Link”.
Click “Share Link by Whatsapp”.
Select the customer that you want to send the asset link to.
Click the forward message button.
Click the send button to send the asset link to customer.
The asset link has been sent successfully to your customer as image shown below.
When the link is open, the Public Form will show as the image below.

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