Editing a Form

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 Eyeball icon, this will open that form. Click the blue button for Edit Current Form. Here you can edit a current field or add a new field. Editing a Current Field: Hover mouse over the field you wish to modify. In the far right corner of that field you will see 3 icons. Click the Pencil icon. Now you can modify labels, layout, headers and more. At the bottom of Edit field you can add option for selections. The other options in the Upper right corner of the field are, Copy, creates a copy of this field directly below the one you are working in and delete will permanently delete the field. Adding a New Field: In the form screen, upper right-hand corner, select which section you wish to add to the form and click and drag it into the correct position on form. Depending on how long the form is you may have to drag to bottom of screen, place it scroll up then re drag it down into place. You can then edit the form section by following the steps above.

    • Related Articles

    • Adding, Editing & Assigning Roles

      Roles provide a great way for you to restrict what someone can see and edit within their account. Unlike Assigned Project and Default Project, this applies to the individual module. It's a great way to ensure that someone isn't viewing data they ...

    • 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 ...

    • 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 ...

    • Modifying / Editing and Saving Records

      Modifying / Editing and Saving Records In Contractor Foreman, there are typically two ways to save a record. Click the Submit button at bottom of Screen Click the Blue Check Box (or Save button) in Upper right. To Edit a Record, click the Green ...

    • Modifying or Editing a Punchlist Line Item

      Modifying or Editing a Punchlist Line Item Once you have created a Punchlist and you need to modify a Punchlist line item you can do so easily and quickly by following the steps below. Open the Punchlist you need to modify and click the green Pencil ...