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 access Form Navigation Bar, users will need Edit Permissions in Settings
Your Forms tool bar is where you will find access to editing Form Builder forms, Distribution Settings, setting your form's location and much more.
Preview Forms
See what your form looks like without having to open it with the Preview option.
Select the "Open Screen" icon on your form's tool bar and a preview page will open up.
Exit out of the screen by clicking on the "x" at the top right.
Make edits to your form by selecting the pencil icon on your form's tool bar.
For more information on editing forms, take a look at our Form Builder articles.
Determine who will receive the form upon completion. Select the envelope icon on the tool bar. (Note; it will be greyed out before distribution has been set)
A new screen will appear showing all the Distribution settings.
For more information on Form Distribution, take a look at this article.
Form Settings can be accessed by clicking on the gear icon on the tool bar.
A new screen will appear showing all the Form Settings options. See our article on Form Settings
An icon will appear denoting the location of the form.
If you have not selected your form's location, see below.
Setting Location of Forms
Set where a form's report will populate
Click on the three dots at the end of the navigation bar and select "Show in Site Report, Show in Safety Report, Show in Equipment Report", or "Show in Company Report".
Hide old or unused forms
Click on the three dots at the end of a form and select Hide. Users will no longer be able to create forms marked as Hidden.
The Hide icon will appear on the hidden forms.
To unhide a form, click on the three dots and select "Show in Site Report, Show in Safety Report, Show in Equipment Report", or "Show in Company Report".
Form Revisions
How revisions work
Each time a custom form is edited, it is saved as a Revision. All forms filled out in previous revisions maintain their data and formatting. Only new forms filled out after a revision is activated will show the new form. Creating revisions also allows the users to revert back to older versions of the form if needed.
Simply click on the three dots to access Revisions and select which version of the form you would like to revert back to by clicking the Restore this revision button.
Compliance
Compliance can be used to ensure the form is being filled during a certain time and on a specific day if needed. By clicking on the Compliance setting for your form, you will be directed to the Compliance Scheduler.
Note; You can also find your Form Settings and Form Distribution under the 3 dots option in the Tool Bar
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