Skip to main content
All CollectionsForms & ReportsForm Builder
Form Building Tricks and Tips
Form Building Tricks and Tips

Customizing forms with columns. Customizing forms with group blocks. Customizing with submit button.

Carrina Jaime avatar
Written by Carrina Jaime
Updated over a month ago

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 Builder, users will need Edit permissions for Settings


Quick Tricks and Tips

Here are some useful tricks and tips to make your form more organized and functional.

Add columns within columns

Drag and drop a column within another column to create a layout with up to 4 fields per line.

Adding and editing a Group Block

Set a group block as a Repeatable List. All component fields within the group block can be repeated when users are filling out the form in the field.

Add a Submit button

Put a Submit button in your form to perform functions (Save, Save & Lock, Save & Email, Save, Lock & Email).

Did this answer your question?