Creating a Custom Form

Creating a Custom Form

Creating a custom form or checklist is a great way to collect data. Getting started is easy and with the tips below, you'll be creating your own forms in a matter of minutes. Watch: Form & Checklist Builder Training Video
  • Checkbox Group: A Checkbox group is to be used when you want the user to have more than 1 selection. Such as; which tools were used today.
  • Date Field: This is great if you need to collect dates of when items were inspected.
  • Header: Great for dividing your form into sections.
  • Paragraph: Paragraph is used when you want to display text on the form that you do DOT want someone to be able to edit. This could be an introduction at the top or notes throughout the form.
  • Number: The number field allows you to collect a value such as the number of hours it took to complete a task.
  • Radio Group: A Radio group is a selection of options where you want the employee to have only one option; such as Did the inspection Pass or Fail
  • Select Field: The Select field is a drop down selection of multiple options. The great thing about this field is that it consumes less space on the screen and it allows you to specify if the user can select multiple options of just one. However, it does not work as well with phones so consider another option.
  • Text: The Text field is used for open-ended responses such as entering an equipment ID number.
  • Text Area: Unlike the text area which is a single row and small field, text area is multiple lines and is often used to collect comments or notes.

    • Related Articles

    • How do I add Custom Fields to add certain Features?

      Custom Fields is a great choice to add features into different modules. To do this, go to any module that you wish to start adding Custom Fields to from the Menu. Once there, you will see a gear icon on the top right and clicking that will take you ...

    • Editing a Form

      Edit a Form To Edit or modify a Form or Checklist in Contractor Foreman go to main menu and click Forms and Checklists. Next, Click the blue button in center pane for All Forms and Checklists. Go to the form you want to modify and click the green ...

    • How do I create a form using the Basic form builder? Using the Advanced form builder?

      To create a Form using the Basic Form or Advanced Form Builder, go to the Menu and choose Forms & Checklists. Once here on the list view, on the top you will notice a + button. Once you select it, you get two options, and those are Basic Form Builder ...

    • Can I keep the opportunity details after creating an estimate?

      Yes, All your Opportunity Details will remain after creating a Project.

    • How do I delete a Form?

      To Delete a Form, please go to the Menu and choose Forms & Checklists. Open the Forms that you wish to Delete. Once here, scroll down to the bottom right to the Actions drop down and select the Delete option. Type the word Delete, confirm and the ...