Dashboard > Settings > Modules > Forms
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to work in Form Builder, users will need Edit permissions for Settings.
Centralize your Company's reporting in SiteMax by building your own custom forms to collect all the information you need from your workers. Use the form builder to customize each and every aspect of your form.
Form Builder Overview
Our Form Builder Tool has been designed for Users to seamlessly create, edit, and manage Company forms.
To access the Form Builder to create Custom Forms for your company, go to Company Settings.
Select the "Modules" tab and click on the Create Form Builder Form button.
Or to edit an existing form, click the edit form pencil icon.
On the left-hand side of your form is the form's name that you can edit by clicking the pencil icon.
Also, on the left-hand side, you can drag and drop three types of components to build your form: Input Components, Output Components, and Layout Components.
Input Components are data fields that the Form User will fill based on the required entry. These include:
Text Input
Phone Input
Email Input
Text Area
Time
Date
Checkbox
Radio
Multi-Select
Signature
Photo Upload
PDF Upload
Submit
Tasks
Assessment
Output Components are data fields the Form Creator uses to convey information on a form. These include:
Titles
Subtitles
Text
Link
Weather
Images
Layout Components can be used by the Form Creator to organize the form's data fields for the best User experience. These include:
Group Blocks
Column Layout
Spacer
Using the Form Builder Components, you will be able to create your company's own custom Project Site, Project Safety, Equipment, and any Company reports. Employees will have a faster and more accessible option, improving your company's workflows through enhanced customization and automation capabilities.