The Truck Stop form allows advance contacts to submit delivery information and request vehicle access passes through their Group Portal. Admins can configure Truck Stop Operations hours and limit deliveries accepted per time slot. Any custom information your organization wants to collect per delivery can be collected using the form.
Set Up a Truck Stop Form
1. Create a New Truck Stop Form
Navigate to Forms and create a new form using the Truck Stop form type.
2. Configure Delivery Days and Time Slots for your Truck Stop Operations
Within the Details module navigate to Time Ranges section and select “Add New Time Range.” Select the date(s) that you want to configure time slots for. You can limit how many deliveries you can accommodate per slot, this is optional.
Once you’ve configured your time slots, select “Save,” you can come back to the details module and add or edit time slots if needed
Once you configure the time slots, navigate to your Truck Stop Form and within the Schedule field type - drag the Delivery Days field into your form.
*If limits are configured once that limit is hit the time slot will not be selectable for form submitters.
3. Add Additional Custom Group Fields
Create any custom group fields needed to collect additional delivery information, such as:
Vehicle information
Carrier company
Delivery description
4. Add a Vehicle Access Pass Item Block
Include an Item Block containing the Vehicle Access Pass item(s) that submitters will request as part of their delivery submission.
5. Enable Schedule Creation
Open the form's Settings and enable Create and Populate Schedule for this Form.
When enabled, submissions will automatically populate the Truck Stop Schedule, making it easier to manage and coordinate deliveries.
6. Assign the Form to Group Portals
To make the form available to advance contacts, assign it to the appropriate Group Portals.
Navigate to:
Form → Share → Assign
and select the Group Portal(s) that should have access to the form.
Additional Option: Import Existing Delivery Data
If delivery information has already been collected outside the platform, an administrator can import delivery records directly into the form's Results page.
This allows you to take advantage of the Truck Stop Schedule view without requiring contacts to submit the information through the form.
Schedule View
Managing Vehicle Access Passes
Truck Stop forms have a one-step approval process. Approving a form submission within the Schedules module will also approve any Vehicle Access Passes requested within the form.
Similarly, approving a Vehicle Access Pass in the Credentials module will also approve the associated Truck Stop form submission.
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