Understand Lumiform’s core features

Create forms from scratch

Easily create custom forms from scratch by defining questions and answers.

Template library

Access 12,000+ customizable, ready-made templates.

AI generated templates

Lumiform AI crafts custom forms based on your specific prompts.

Form upload

Easily convert PDF, Word, Excel, or image files into Lumiform forms.

Queries

Define limitless questions within your forms for comprehensive data collection.

Response types

Choose from Multiple Choice, Text, Number, Signature, Photo, QR Code, and more.

Response triggers queries

Ask targeted follow-up questions for comprehensive data collection.

Response hides content

Hide irrelevant content after critical responses to prioritize essential actions.

Response triggers action

Automatically activate pre-defined actions based on specific responses.

Response triggers new form

Automatically trigger forms based on answers.

Scores

Improve form accuracy with scored answers and auto-calculated results in reports.

Pages and sections

Improve readability and analyzability of your templates with pages and sections.

Response sets

Predefined answer options users can create, save, and reuse for questions.

Required fields

Define mandatory fields to ensure complete data collection.

Template logs

Track any template modifications reliably with version logs.

Form-filling logs

Track who edited the form and when reliably with version logs.

Comments for queries

Enhance responses with detailed text and photo comments for clarity.

Attachments

Capture and access all relevant information by attaching images and files.

Negative responses

Identify issues and improve performance with marked negative response options.

Categories

Group responses, forms, and assets by category for easier bulk data analysis.

Repeatable sections

Maintain flexibility with infinite section repeats for simpler form filling.

Custom form titles

Automatic saving and naming of files for organized storage and quick access.

iOS and Android

Access information on iOS and Android devices, phones, tablets.

Create actions

Empower teams to report issues instantly, fostering a proactive solution culture.

My todo's

Access tailored todos with a tap in the my to-dos section.

Data access

Access templates, forms, drafts, results, and actions all in one app.

Offline mode

Work offline: fill forms and sync later, ensuring seamless frontline workflows.

Push notifications

Get timely alerts and never overlook critical tasks.

Save as draft

Start forms and finish at your convenience, without losing progress.

Real-time desktop sync

Initiate on mobile, complete on desktop—workflows without interruption.

Scrolling vs swiping mode

Choose your navigation preference, ensuring form-filling ease.

Outline

Quick form navigation with a clear, structured outline function.

Image capture

Quickly provide detailed photo evidence with a few clicks.

Draw in photos

Improve data precision by utilizing in-photo drawing capabilities.

E-signature capture

Enhance accountability with easy e-signature integration.

Manage actions

Control all your actions directly from your mobile device.

Manage reports

Instantly access, share, edit or delete reports via the mobile app.

Voice-to-text

Quickly add notes and context using speech recognition.

In form actions

Create targeted actions linked to form entries for precise problem-solving.

On-the-fly actions

Initiate actions apart from forms to boost efficiency and data collection.

Action details

Assigning clear actions with description, prioritization, deadlines or visuals.

Action status

Use statuses like 'pending' or 'done' to ensure real-time troubleshooting visibility.

Response triggers action

Automatically activate pre-defined actions based on specific responses.

Form triggers action

Auto-initiate actions upon form submission, streamlining process flows.

Action logs

Instant, automatic logging for every action change ensures accountability.

Chat

Resolve issues collaboratively with integrated team chat.

Attachments

Capture and access all relevant information by attaching images and files.

Action overview

Track resolutions efficiently with a sortable action table, deadlines, and statuses.

Third-party actions

Expedite resolutions by assigning tasks to external users seamlessly.

Approval actions

Simplify approvals with actions linked to forms.

Response triggers new form

Automatically trigger forms based on answers.

Form triggers form

Connect multiple forms to automatically activate after each completion.

Response triggers action

Automatically activate pre-defined actions based on specific responses.

Form triggers action

Auto-initiate actions upon form submission, streamlining process flows.

Schedule manager

Ensure task completion and compliance by setting dates, assignees, and intervals.

Automatic report sharing

Auto-distribute reports after submission for prompt information sharing.

Result automation

Activate forms and actions swiftly in response to inspection results.

Reminders

Ensure timely task completion with automated, schedule-based reminders.

Notifications

Get instant updates with real-time alerts via push or email.

QR codes

Simplify form access with QR codes that open specific forms.

AI file upload

Automatically convert uploaded files into Lumiform templates with AI.

Create forms with AI

AI generates tailored forms from simple prompts for immediate use.

Custom form titles

Automatic saving and naming of files for organized storage and quick access.

Automatic report generation

Auto-create detailed reports post-submission for clear results review.

Hide or show form fields

Dynamic forms adapt, showing or hiding fields based on responses.

Approvals for forms

Ensure submitted forms are reviewed and approved before finalization.

Approvals for actions

Require approvals for completed actions to strengthen accountability and compliance.

Approval assignment

Automatically route approvals to the correct approvers based on predefined criteria.

Approval status tracking

Track the status in real-time: Pending, Approved, Rejected or Changes Requested.

Approval logs

Track and document all approval activities within forms and actions for full transparency.

Approval notifications

Receive instant alerts for required approvals, rejections, and requested changes.

Approval comments

Provide feedback and add notes directly to approval decisions.

Real-time report updates

Approval details are automatically included and updated in reports, ensuring full compliance visibility.

Approval permissions

Control decision-making with approval permissions: "Approve all" or "Approve only assigned".

Request changes

Reuest modifications before approving a form or action to ensure completeness.

Approval index table

View all approvals in a central table with filtering and sorting by approver and status.

Approval data export

Export approval data in Excel, CSV, or integrate it with databases and PowerBI.

Approval API

Access approval status, approver details, and timestamps vie API for seamless integrations.

Approval analytics

Analyze approval trends and performance insights to improve decision-making.

Conditional approvals

Trigger approvals automatically based on predefined rules in your templates.

One-click integrations

Easily integrate with other systems to unify workflow management.

Public API

Integrate any data with Lumiform seamlessly using our powerful Public API.

Report customization

Customize report templates with your logo, contents, and selected information.

Calculations

Streamline evaluations with auto-calculated results and custom scores for clarity.

Result summary

Get a result summary per section which highlights areas needing attention.

Export formats

Choose from PDF, Word, Excel, or CSV for convenient report access.

Report sharing

Instantly share reports via email, WhatsApp, or media with a click.

Real-time action update

Instant action tracking and updates for always-accurate reports.

Image attachment

Automatically append images to responses, with a detailed visual appendix in reports.

Editable reports

Authorized users can revise reports post-submission for up-to-date accuracy.

Chart widgets

Chart widgets display your data based on selected metrics and attributes.

Metrics, attributes, filters

Tailor data views and group metrics using customizable attributes and filters.

Data visualization

Visualize data with display options like numbers, bars, lines, or tables.

Custom dashboards

Build dashboards with custom widgets for strategic insights.

Analytics exports

Export analytics seamlessly in formats like Excel or CSV for consistency.

Scheduled reports

Schedule automated analytics exports to always stay informed.

Business intelligence

Enhance analytics by exporting data directly to business intelligence tools.

Analytics templates

Dive into data analysis with our easy-to-customize, ready-made templates.

User management

Create users with unique emails for multi-device access in Lumiform.

Groups

Assign users to groups to delegate tasks and responsibilities easily.

Roles and permissions

Select from 30+ permissions to customize user roles and access.

Access restrictions

Customize access to restrict sensitive information to authorized personnel.

Entities

Manage assets like vehicles, machinery, stores, etc. and simplify task assignment.

Languages

Access Lumiform seamlessly in over 13 languages for universal usability.

Categories

Group responses, forms, and assets by category for easier bulk data analysis.

Single sign-on (SSO)

Streamline user access and management with secure single sign-on functionality.

Help center

Visit our Help Center for tips and support to maximize Lumiform.

Customer success

Receive customized support and training to expand Lumiform organization-wide.

Service level agreement (SLA)

Enterprise customers can enter into a Service Level Agreement guaranteeing over 99% uptime.