SiteMax Systems

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

Form Builder Overview

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

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

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

Form Builder - Autofill

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

Form Builder - Field Dependency

Optimize your forms with these simple tricks!

Form Building Tricks and Tips

Kelly Shee

Josan Garcia

Using the Form Builder to Create Custom Form Templates

Form Builder

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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