Who this feature is for
In this article, you'll learn the basics for building a brand new Form using our Form builder.
To begin, let's add a new Form
- Under Field Data, go to the Forms page.
- Tap Add new Form
- Enter the Form's name
- Optionally, add a description
- Build Form
You'll then land in the Form builder, where you can start to build your Forms.
The Form builder has 3 sections:
Where you can manage the Form's rules and settings
Where you will set up your questions
Which will show you a preview of what the Form will look like
Add questions to your Form
- In the Build section, tap Add Question
- Choose which type of question to add into the Form. To learn more about the types of questions, refer to this page.
- Enter the question that the user will see when filling out the form in the Question field
Each question will have some common settings that you can choose to configure
Tap the icon to remove the question from the Form.
Tap the icon to duplicate the question.
Tap the icon to collapse the question to make the form easier to read.
When checked, it will make it so that users must complete this question in order to submit the form.
When checked, allows you to insert a link that users can navigate to if they need additional information.
Allows you to show or hide a question based on the answer to a previous question. Learn more about conditional logic on forms in the Conditional Form Logic article.
Review your questions in the Preview section
As you add your questions to your form, you can review how it look like to the user in the Preview section.
Next, configure your Form's settings
The Configure section help control how and what information is captured by your workers when they complete the form.
Emails entered here will be sent a copy of this form when submitted. These do not need to be Assignar users.
|Assign on Submit
The form result will be assigned to the specified Assignar user when submitted.
|Status on Submit
Allows you to set the status when the form is submitted ie if it needs to be reviewed you could set to "Needs Review". Custom statuses can be added on the Form Statuses page.
You can choose to associate a form to a client, project, asset, worker or supplier. If you check one of these boxes whoever is filling out this form will be required to make those selections.
|PO on Form Results
Will display a PO number on the form result.
Captures the location from which a form is submitted.
If checked, user must fill out this form before completing a timesheet for the day.
If checked the form will be accessible to your workers from the Assignar Mobile App.
If checked form results will be editable from the Assignar Web App.
If checked multiple employees will be able to contribute to the form.
Control access to specific groups of employees by entering user tags here. Only users with the tag will have access to the form.
When you're done, Save and Publish your Form!
Once you publish your Form, it will become visible for your workers to view and complete from the Assignar Mobile App.