Build and edit a form

Last updated: August 16, 2026

The form editor is where you set what a driver fills in on their route, in what order, and when a form applies. You reach it from Fleet ▸ Forms by selecting Create for a new form, or by selecting an existing row to edit.

Note

Fleet and the Forms page are gated. Availability varies by organization — if you don't see Forms under Fleet, reach out to Nash. Forms is not available to scoped (limited-access) users.

The editor layout

The editor has two sides. On the right you build the form — its name, type, fields, and which driver groups it applies to. On the left, a preview updates live, showing the form the way a driver sees it in the Nash driver app. The preview is a simulation for building the form; drivers fill in the real thing on their route.

At the top of the editor: Back and Cancel return to the list without saving. Save (existing form) writes your changes and returns to the list. Create (new form) saves the form and keeps you in the editor, now editing the form you just created.

Name and description

  • Name — how the form appears in the list and to the driver.
  • Description — optional supporting text.

Form type

Under Form type, pick when the form is shown to the driver:

  • Check-in — shown to the driver prior to starting the route.
  • Check-out — shown to the driver after the route is completed.
  • Pickup Summary — shown to the driver after all items have been picked up.

Fields

Under Fields, select Add field to add a field, then open its row to configure it. Use the up and down arrows on a field's row to reorder it, and the trash icon to remove it (Remove field).

Each field has a Type, chosen from:

  • Text — a single text answer. Optional Max length.
  • Number / Integer — a numeric answer. Optional Unit (for example kg).
  • Checkbox — a yes/no toggle. Its Label is the text beside the box.
  • Image — the driver adds a photo. Turn on Allow multiple photos to let them add more than one.
  • QR code — the driver scans a code.
  • Select — the driver chooses from a list of Options you define; add each option's label (what the driver sees) and value.
  • Static text — read-only text you show the driver (its Content supports basic Markdown). It has no answer.

For every field except Static text you set a Title (or Label for a checkbox), an optional Description, and whether the field is Required.

Show a field only under a condition

Each answerable field has a Display condition. Turn it on to show the field only when an earlier field has a specific answer:

  • Show when — pick an earlier field to act as the trigger.
  • Equals — the answer that reveals this field.

Only earlier fields of type Text, Number, Integer, Checkbox, QR code, or Select can be a trigger, and the trigger must come before the field it controls. Fields with a condition show a Conditional badge on their row.

Limit the form to driver groups

Under Driver Groups, choose one or more driver groups to limit the form to. Leave it empty to apply the form to every driver group. This is what the list shows as the form's Filter criteria. See manage driver groups to set up the groups.

Save

Select Create or Save at the top of the editor to write your changes. The form then appears (or updates) in the list, and drivers in the matching groups see it on their next route in the Nash driver app.

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