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

  1. Expand “Forms” on the sidebar navigation.
  2. 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

  1. Expand the “Forms” menu on the sidebar navigation. 
  2. Select “New” to add a new form.
  3. 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.
  4. Answer the questions per the data type validations.  Data fields with an asterisk (*) are required.
  5. Select “Save” upon completion.

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.

Manage forms

  1. Expand the “Forms” menu on the sidebar navigation.
  2. 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.
  3. 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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