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Formview

Formview is a powerful feature that allows users to conduct live video calls, fill in forms in real-time, and capture photos and messages—all from one screen.

Updated over 3 months ago

It’s perfect for remote inspections, onboarding sessions, consultations, and any scenario where form completion and live communication need to happen simultaneously.

In this article, you’ll learn how to:

  • Find and add Formview to your form

  • Set up a Formview call

  • Share your Formview form

  • Launch and join a Formview session

  • Use all available features during the call

Where to Find Formview

To start using Formview:

  1. Go to the Form Builder

  2. On the right-hand toolbox, open the ‘Media & More’ tab

  3. Drag the Live Video element onto your form

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This will automatically add the following elements to your form:

  • Start Video Chat

  • Transcript

  • Video Chat Photos

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Setting Up a Formview Call

Once you drag in the Live Video element, a popup window appears with your call settings:

  1. Notification Settings

    • Choose to send notifications via Email or SMS

  2. Enable Chat Window

    • Toggle chat on or off during the call

  3. Email Theme

  4. Select Users for the Call

    • Choose internal users from your Array account to participate in the call

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Once everything is set up, click Save.

Editing Settings Later

You can edit your Formview settings at any time by:

  • Clicking the ‘Start Video Chat’ element and selecting ‘Live Video Settings’ from the toolbar

  • Or hovering over the element and clicking the settings icon in the top-right corner

Sharing Your Formview Form

To invite others to your Formview:

Share via Direct Link

Get the form URL via the Share button in the Form Builder (see Sharing Forms Guide).

Share via Booking Form

Use a booking form for people to request or schedule a call. Email the link using an Email Template.

Assign as a Task

Assign the form as a task to users in your account. (See Task Overview for help.)

Add to Calendar

You can also include the link in a Google Calendar or Outlook invite.

Launching and Joining a Formview Call

Formview works in any web browser and on both iOS and Android devices—no app needed.

  1. Click the form link

  2. Click Start Video Chat

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  3. You’ll enter a Waiting Room where you can:

    • Turn camera/microphone on or off

    • Choose your audio input/output devices

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  4. When ready, click Join Room

  5. The meeting room will open, and others can join the call

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You’ll be notified by Email or SMS (based on your earlier settings) when others join the session.

Features During a Call

Once in the Formview room, you’ll see the main call interface.

Controls at the Bottom of the Screen:

  • Toggle Microphone

  • Toggle Camera

  • Open/Close Chat Window

  • Leave Room

Chat Feature

  • The chat appears on the right-hand side

  • Type your message in the ‘Write your message’ box and hit Enter or click Send

  • Messages are saved as part of the form submission

Take a Picture

  • Click the camera icon to take a screenshot

  • Choose Use Photo or Cancel

  • Images are saved in the Video Chat Photos section of the form

Flip Camera (Mobile Only)

  • Use the flip icon in the top-right to switch between front and rear cameras

Access the Form During the Call

  1. Click the Form button (bottom-right)

  2. This opens a live, fillable view of the form

  3. Any participant can see updates made in real-time

  4. Click Video Chat at the top of the page to return to the call

Ending the Call

  1. When finished, click Send Form to submit your data

  2. Click the Leave Room button to exit the session

Best Use Cases for Formview

  • Remote interviews

  • Field inspections with live review

  • Onboarding or registration support

  • Customer service video calls

  • Healthcare or compliance check-ins

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