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 set up Automatic Labelling for forms, users will need Manage permissions for Settings
Make organizing and sorting forms/reports easier with automatic labels that can be customized to improve your company's workflows. Follow the instructions below to create and automate a custom label for specific forms.
Step 1: Enable Automatic Labelling
In Forms tab of your Company Settings, click on the gear icon of the form you wish to edit
OR
click on the three-dot icon to reveal the dropdown and select the Form Settings.
In the Form Settings, you will find your Form Options. Enable Labelling and/or Enable Statuses by checking the boxes as seen below:
Now that you have enabled labels and statuses, you can enter the Data ID of any entry field you wish to pull from a form. The Data ID will be entered into the Label or Status input, pointed out by the second arrow above.
Step 2: Locate the Data ID
Exit out of your Form's Settings and open the Form's Form Builder, by clicking on the pencil icon.
Next, you will locate the field(s) you would like to grab the input from and click the Clipboard icon to copy the data ID
OR
You can click on the pencil icon to bring up the Edit sidebar. Scroll down to "Data ID, and copy the ID in the field
Step 3: Create an Automatic Label or Status
Return to the Form Settings > Enter the Data ID(s) in the Label or Status text field. Make sure to add the curly brackets "{ }" around the Data ID (example: {AWT_28H8}).
Save any changes made on the form > Close the form > Click on Custom Form menu(right side of form) > Click on "Form Settings"
Note: You can add multiple "Data IDs" within this area for labelling. Be sure to keep each ID within their own set of curly brackets.
Step 4: View Automatic Labels and Statuses
As the form is completed, these fields will be reflected under the Label and Status columns.
Experience enhanced visibility into the data fields of your desired forms with the use of Automatic Labels.