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Forms
Forms
Improve your field reports by connecting your field staff with the entire company.
Getting started
The essentials of forms
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Start with the basics
What is a form? How do you create them?
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Approve or reject forms
Review submitted forms.
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Forms on mobile [video]
A short video tutorial on how to complete a form on mobile.
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Search forms
Learn the different ways to search for a form.
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Form statuses
⭐
Launch your first forms project
A step-by-step guide to getting your project into production
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New forms project
Understand how to put the Forms module into production step by step.
Form modeling
How to design a form template.
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Form templates
Template design and best practices
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Question types
Many options and formats
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Answers with values
Predefine answers by pulling information from different sources.
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Repeatable groups
Many instances of the same set of questions
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Formulas in forms
Math calculations based on answers
Advanced settings
Your project is up and running, but you need to go further.
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Export a form to an Excel template
Bring answers into a pre-formatted Excel file
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Notifications
Emails and alerts, triggered by system events
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Print templates - Custom form view
Create sub-forms or change the order of answers in the display
Other recommended articles
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Technical locations
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Automations