Dashboard > Settings > Modules > Forms > Create Form Builder Form
Permissions
Always remember to ensure the correct people have the appropriate permissions to access the corresponding areas. This can be done per individual or by applying Permission Templates.
In order to work in Form Builder, users will need Edit permissions in Settings
The "Select" component allows you to generate a specific list of items that your users can select from. Use this component to pull from a pre-existing list of objects, such as equipment, materials, vendors, or projects, or build a custom list.
Add the Select component to a form
Add the component to the form by dragging and dropping the task component or simply clicking on the component box. Click on the pencil or double-click the component to edit.
Component Label: Changes and renames the select field. The changes will be reflected on the right-hand side.
Required: Make the field required for the user to fill before the form can be saved.
Show Component: Indicate where you want this component to show (Always, On screen only, or On PDF only).
Title-based Visibility: Indicate which titles can see the component and create tasks. For example, if you want only the Project Manager to create tasks, tick off the "Project Manager" title. You may select multiple titles.
Multiple Selection: Enable Multiple Selection to allow users to select multiple options at once.
Select From:
Allow users to select from a selected group of items.
You can narrow down the list of items the user can select from using our Filter options:
Contacts
Filter by Type
Filter by
Contacts
Clients
Companies
Vendors
Select what the user will see when selecting the Contact ("Select Option Template")
Select how the Contact will appear in the form ("Selected Item Template")
Equipment
Filter Type by Toolboxes
Filter by any Toolboxes you might have added to your instance
Choose the "Select Option Template" and the "Selected Item Template"
Projects
Filter By Status and/or Tags
Through the Status Filter, select from Active, Completed, or On-Deck projects
Under the Tags Filter (which can be used in addition to, or instead of the Status Filter), select from any Project Tags created in your account.
*To filter by both Status and Tags, simply click on "+ Add Filter" below your first selected filter
Select Option Template will default to "{name} ({number})"
Selected Item Template
Materials
Select Option Template will default to "{name} {unit}"
Selected Item Template
Cost Codes
Filter Type
Groups
Project Cost Codes Only
If "Groups" are selected, you can then filter by any of the Cost Code Groups you have created
Select Option Template will default to {code}: {name}
Selected Item Template
Users
Filter Types
Crews
Titles
Tags
Company
User Classification
Project Users Only
Depending on what Filter Type you choose, you will be given a selection of your crews/titles/tags/companies/classifications to select from. For example:
Choose your Select Option Template and Selected Item Template and you're all set!
Custom
If "Custom" is selected, create your own list of items that users can select from. Add new items by clicking on "+ Add Custom Select Option".
After adding your Custom Select Options, you can make any necessary adjustments needed, such as rearranging the order (up/down arrows), deleting ("X"), or sorting alphabetically.
Hot Tip: When using the Select component for Users, you can choose to filter by "Users" and check the box that will ensure only users with the chosen title who are assigned to the designated project will appear in the search.
Data ID: Copy and paste this ID when creating dependencies and a label.
Note; If using Select components with Custom options as your Label, add ".title" to the Data ID in the Label field
Autofill: Even with the Select Component, you can still utilize the Autofill option. Depending on the Type chosen, your default option will appear (ie; If Projects is the Type chosen, the Project in which the form is being created will appear. However, you can still choose another from the Select options available.
Field Dependency: To create conditional field dependencies, click on yes and set the field dependency target. For more information, check out the Field Dependency article.