Forms
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A “form” capture question-based answers with the ability to trigger follow-up actions as needed. Forms are customizable to meet a variety of needs, including repeating sections or questions, data validation, hide/show logic, and options to support answers with comments or photos.
Search for a form
- Expand “Forms” on the sidebar navigation.
- Select one of the list options:
- “My Forms” will display the list of forms that you created.
- “Search” will allow you to populate the data filter fields where applicable, or leave blank to view all form records. Select “Search Data” upon completion to view results.
Search Tips
- Expand the “Data Filters” section to limit the results based on specific fields.
- Select “Refresh List” to load an updated list; alternatively, select “Reset” to clear all of the filters.
- Select column headers to sort by column, alphabetically.
- If an asset, contact, or date are set to links in the form configuration, those fields will appear as clickable links in your form list.
- If your search criteria returns over 100 forms, the most recent forms will be displayed.
Add a new form
- Expand the “Forms” menu on the sidebar navigation.
- Select “New” to add a new form.
- Select the type of form that you are creating if you have access to multiple form types; otherwise, the form type will launch automatically for entry.
- Answer the questions per the data type validations. Data fields with an asterisk (*) are required.
- Select “Save” upon completion. Optionally, save the form as a draft. Draft forms will be tagged as “Draft” in the list of forms. You may reopen a draft form to submit it.
Form Entry Tips
For form questions that are configured for data types of Date, Time, or DateTime , double-clicking (or double-tapping if on a phone or tablet) the calendar or clock icons to the right of the question will auto-fill the data to the current date and/or time.
Lock or unlock a form
A locked form allows users with appropriate access to view the form details, while users with appropriate access can both view and edit an unlocked form.
- Locate the form record and select the View/Edit button for the desired form.
- Toggle the “Lock” or “Unlock” button in the Details section.
Manage forms
- Expand the “Forms” menu on the sidebar navigation.
- Select one of the list options:
- “My Forms” will display the list of forms that you created.
- “Search” will display the full list of every form.
- To the right of each record, under the Actions menu, you may:
- View detailed information or edit the form.
- Open the form in the explorer view to visualize associations.
- Delete this form and all associated data.
- If deleting a form that has associated tasks, you must delete the tasks first before deleting the form.
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