SiteMax Systems

Build custom forms with our Form Builder Tool. Custom site reports, safety reports and equipment reports. Learn how to use the form builder.

Form Builder Overview

Navigating Form Builder to create custom templates for Company reports. Creating forms. Adding, editing, and deleting form components.

Creating Templates with Form Builder

Form Builder components definitions and capabilities. Using components to format and customize company form templates.

Form Builder Components

Editing components, title-based visibility, repeatable list, and field dependency in the form builder. Component options and editing form.

Editing Form Builder Components

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

Form Builder - Autofill

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

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

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

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

Form Building Tricks and Tips

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

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

Form Builder Components - Assessment

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

Form Builder Components - Submit

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

Form Builder Components - Groups

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

Form Builder - Field Dependency

Using signature in forms. Setting up timestamps for signatures.

Form Builder Components - Signature

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

Form Builder Components - Save

Carrina Jaime

Kelly Shee

Julien Lavy

Using the Form Builder to Create Custom Form Templates

Form Builder

REFER US!

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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