Forms

Setting up form template groups
Form template groups allow you to group forms into display categories so that they can be easily found. Examples of some groups might be: Production Main...
Tue, 2 Feb, 2021 at 9:56 PM
Access Groups
Access groups are used in conjunction with forms, form accordions, form workflows, and dashboards to limit access to a form, workflow, dashboards, or the fi...
Sun, 14 Sep, 2025 at 7:26 PM
Approval Groups
Approval groups allow multiple users to be assigned to an approval. Each user in the group will receive a task to approve the form. Any one of the users may...
Sun, 8 Sep, 2024 at 6:17 PM
Setting up a form template
Form templates define what information will be on a form, who can view it, and what the approval process is. To setup a form template perform the follow...
Sun, 8 Sep, 2024 at 6:38 PM
Building a Form
The form designer consists of two panes, the size of each pane can be adjusted by moving the slider left and right to met your preference.  The left hand p...
Fri, 27 Oct, 2023 at 7:26 PM
PDF Forms
Setting a form template as a PDF form allows you to overlay any pdf with the following controls: Text field Checkbox Radio-group Selection list Signat...
Sun, 31 Dec, 2023 at 12:03 PM
Displaying form fields on forms list view
By default a form list will only display the status, created dates, last modified date of a form. This makes it hard to see what the form is actually about....
Wed, 9 Sep, 2020 at 10:40 AM
Comments against a form field
When setting up a form field one of the options is whether or not you can make comments against a field.  Checking the 'Can Comment' field ...
Wed, 9 Sep, 2020 at 10:31 AM
Photos against a form field
When setting up a form field one of the options is whether or not you can take a photo against a field.  Checking the 'Allow Photos' field ...
Wed, 3 Feb, 2021 at 7:56 AM
Tasks against a form field
A form records what was found. A task records what is being done about it — and raising one directly against the field that failed keeps the follow-up attac...
Fri, 14 Aug, 2026 at 5:01 PM