How do I create or edit forms?

Learn the basics of Form Builder.

Creating and editing forms is easy in Form Builder. Here is an overview of the basics of Form Builder. 

Creating, Editing, Duplicating, & Deleting Forms

To create a new form, tap the green New Form button

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To edit, duplicate, or delete a form just tap their respective buttons from the list of forms. For example, tapping Delete in the image below would delete the End of Shift Inspection form. 

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Note!

Deleting a form from Form Builder removes the form and it's submissions from your app. If you want to keep the submissions in the app, change the status of the form to Draft in Form Settings. That way your users will no longer be able to access the form to submit it, but it's submissions will remain in Form Reports.

Form Settings

Control the settings of your form like the form category and workflow in Form Settings. Here are all the settings you can control in Form Settings:

▪️ Status

A form that has the Published status will be available in the Forms page of the app for your users to submit. If you don't want your users to see a form yet, just set the status to Draft. 

▪️ Form Category

Choose a category for your form so it is easy for your users to find it. To lean more, see this page on Form Categories.

▪️ Workflow

Choose what workflow you would like the form to have. To learn more about these options, see this page about form workflows.

Screen Shot 2020-02-05 at 12.58.15 PM▪️ Email Recipients

Any emails you add to this field will receive an email with a PDF copy of the submission attached every time the form is submitted. 

Adding, moving, and deleting fields in your forms

To add a field to your form, just tap the field from the list of fields and it will be added to your form. You can also drag and drop the fields to where you want them in the form. 

Add fields to the top of your form by selecting a field from the Preview, and tapping your desired field. The new field will be added below the selected field. 

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Delete fields from your form by tapping the Delete this Field button in Field Settings

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Field Settings

Tap on any field to edit the field settings. From here you can change the label of the field, make the field required, among other things. 

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