Custom Forms
Crew tier and aboveIn the app: /forms
Custom Forms lets you build your own checklists, sign-off sheets and inspection forms from plain fields, then fill them in from any login and keep every submission. It is for the forms your company already uses that do not fit another module.
1.Build a form (admin)
- Open Custom Forms and enter a form name and an optional description.
- Press Add field for each question. Field types are short text, long text, number, date, dropdown and checkbox. For a dropdown, enter the options separated by commas.
- Give each field a label and mark it required if the form should not be submitted without it.
- Save. The form is available to everyone with a login.
2.Fill one in
- Open Custom Forms and press Open & fill out on the form.
- Complete the fields and press Submit.
3.Review the submissions
- Open the form. We list submissions newest first with every answer.
- An admin can press Export CSV to take the submissions into a spreadsheet.
Common questions
- Can workers fill in a form by QR code?
- No. Custom forms need a login. Use Observations, Site Sign-In, Onboarding or Policies for the flows workers do without one.
- Can a form have photos or signatures?
- Not today. The field types are text, number, date, dropdown and checkbox.