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Formulate

Transform field operations with intelligent mobile forms

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FORMULATE turns your mobile data collection into powerful business intelligence. Built on 30+ years of integration expertise, it’s the mobile forms solution that drives decisions.

Why Formulate Goes Beyond Forms

Most mobile forms apps just digitise paperwork. FORMULATE transforms your data into competitive advantage.

Intelligent Reporting

Beyond data collection – get insights that drive efficiency improvements and business decisions.

Instant Deployment

Built on our proven Infolens framework. Deploy in days, not months, with full customisation control.

Built for Your Business Reality

Whether you’re managing compliance, field services, or complex workflows, FORMULATE adapts to how you actually work.

  • Custom workflow builder – no coding required
  • Offline capability for field environments
  • Real-time data synchronisation
  • Advanced reporting and analytics
  • API integration with any system
  • Enterprise-grade security
  • Scalable from teams to enterprises

Perfect for any business that send teams to site

✓ Companies using paper job packs and workflows
✓ Companies with mobile workforces
✓ Operations requiring digital work recording
✓ Businesses wanting to eliminate paperwork
✓ Teams needing real-time data capture and reporting

Ready to Do More with Your Data?

See how FORMULATE can transform your field operations and turn your mobile data into business intelligence.

Book A Demo

Formulate FAQs

Formulate is a powerful web and mobile platform that allows organisations to design, manage, and complete custom forms. It includes flexible form creation tools, workflow automation, mobile-friendly submissions, and an advanced permission and auditing system.

Formulate is ideal for teams that need to collect structured data in the field or office — including inspections, checklists, audits, surveys, compliance tasks, and job-based workflows.

Our drag-and-drop Form Editor lets administrators create unlimited forms using a wide range of field types. Forms can be updated at any time and instantly made available to mobile users.

Navigation Groups let you organise forms into logical categories and control which users can access them. Administrators can assign users to any number of groups, ensuring everyone sees only the forms relevant to their role.

A workflow is a scheduled or unscheduled collection of forms grouped into a structured process. You can control:

Whether forms must be completed in sequence
How many times each form can be submitted
Which users are responsible for completing specific forms

Workflows can be scheduled for specific times or simply assigned through Navigation Groups for on-demand use.

Yes. Formulate allows you to attach events to form elements so they can dynamically react as users fill out the form. Events can:

Show or hide fields.
Make fields required or optional.
Enable or disable elements.
Change behaviour based on values entered in other fields.

This makes forms smarter, more intuitive, and easier for users to complete accurately.

Formulate includes powerful automation features such as Submission Triggers. These allow you to automatically send emails when forms are submitted — and even analyse form content to determine whether an email should be triggered.

Yes. Formulate includes robust export tools. You can export submissions instantly (ad-hoc) or create scheduled exports to run automatically at set intervals.

Formulate provides multiple data export options and can be extended with automation hooks. If you need a specific integration, our team can help you explore options.

LINKER is Formulate’s integration service that connects your Formulate environment with third-party systems. It allows Formulate data — such as form submissions, workflows, or files — to be injected into external applications, cloud storage, CRMs, ERPs, and other platforms.