SiteMax Systems

Understanding how each of your different components work together in Form Builder to create a fully customized form template

Form Builder Overview

Learn how to use autofill for calculations, automation, and project data. Using mathematical formulas to calculate in forms.

Form Builder - Autofill

Use the assessment component to Pass and Fail form items with picture and comments. Pre-made true or false.

Form Builder Components - Assessment

Use a column layout in forms. Display content in multiple columns and columns into columns. Optimize space in your form templates.

Form Builder Components - Column Layout

Field dependency. Conditional display. Components. Automation with field dependency.

Form Builder - Field Dependency

Group your components. Repeatable items in a form. Improve your form building skills.

Form Builder Components - Groups

Multiple choice in forms using Radio. Single select with Radio. Yes/No responses in forms. Using and editing the Radio component.

Form Builder Components - Radio

Simplify your safety protocols with forms and centralize data within safety logs

Form Builder Component - Safety Log

Learn how and when to use the Save option while creating your forms.

Form Builder Components - Save

Select from list in SiteMax. Create your own lists. Select user, equipment, contact, material. Select in a form your data in tables.

Form Builder Components - Select

Using signature in forms. Setting up timestamps for signatures.

Form Builder Components - Signature

Form Builder, Components, Submit Button, How to use the submit button? Using the submit button for labelling and field dependency.

Form Builder Components - Submit

Create a new task from a form. Tasks. New tasks. Add task from Safety report. Create corrective action. Set follow-up tasks from the report.

Form Builder Components - Tasks

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

Form Building Tricks and Tips

Kelly Shee

Julien Lavy

Josan Garcia

Using the Form Builder to Create Custom Form Templates

Form Builder

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