— Create/Delete Forms

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The Form Builder

Forms are built in the Form Builder using any combination of our 11 Field Types.

To build a Form:

• A. Fill in the Form Name
• B. Add your data collection Field Types → as explained below
• C. Configure your Fields in the Edit Field panel → select the Pencil icon to update or edit a field
• D. Click Add Field → to include additional field types
• E. Reorder Fields with the Waffle icons → by sliding them up or down
• F. Use the Deleted Fields section → for quick recovery of lost fields

11 Form Building Fields

These 11 Field Types can be mixed and matched to give near-unlimited flexibility to your Forms.

Basic Fields

#	Field	Sample	Description
1	Text	Enter text → from single line to Multiline. Note: Multiline text boxes can trigger AI Summaries if you wish
2	Select	See Select Lists in Forms. The Select field has so many options and variations that we've pushed it into an article all its own. There, you'll learn how to display selections from in-line or drop-down lists; allow single or multiple selections; use Bulk add to add long lists → ex. Locations or Issues; and much more
3	Number	Allow numeric values for datapoints such as attendance or the number of items sold, lost, found, returned, or stored
4	Status	Track the steps in a process with this specialized select field. Add your own steps and color code them as you wish. Set timers to alert team members
5	Date	Select a specific day
6	Date/Time	Pinpoint a day and a specific time
7	Attachments	Upload (one or multiple) images, PDF files, screenshots, pictures, and video clips from your phone, tablet, or computer — with a 200MB limit per file
8	Rich Text Block	Format a block of text anywhere in your Forms with simple word processing commands converted to Markdown language	!

Advanced Fields

#	Field	Sample	Description
9	Related Field	Link two or more Records together → ex. tying an Associated Person to a Wheelchair Request
10	Event Markers	Display the specific stages of an Event → ex. Setup, Doors Open, Opening Act, Headliner, Egress, Doors Closed → review Add Event Markers
11	Computed Value	Create fields powered by formulas that automatically calculate values based on other data in your records. Think of spreadsheet-style formulas directly entered in your workflow — ensuring your data updates itself in real-time

Require Fields

Force a User to complete a Field by clicking on the Required Switch.

A Red Dot lets you know the Field is Required.

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Create Forms from Scratch

To start a Form from Scratch with the Blank option:

1. Pick Forms

2. Select Create Form

   

3. Choose a Template → ex. Blank

   

4. Open your Form → and click Add Field

   

5. Pick Select → from the Field Type drop-down

   

6. Enter a Field Name → ex. Performed by

7. Tap the + Add option → and enter your options → ex. Erik, Astrid, Priya, etc.

   • Tip: Press Enter/Return to add an option and move to the next field

8. Click Save Changes

   • Tip: The - icon to the right of each option will change to a Trash can after you save

   

About Bulk Adds

• Tap ^ Bulk add (marked as Step 4 above) to upload a longer list of options or names
• Learn all about it in Bulk Add a List of Options

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Create Forms (& Dashboards) from Templates

Templates provide 'best-practice' starting points for new Forms and Dashboards. (That said, mold and adapt these Templates to your specific needs.)

To jumpstart a new Form using a Template:

1. Pick Forms

2. Select Create Form

   

3. Choose a Template → ex. Issue

   

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Common Templates

From this section we will link to instructions on how to create the most commonly used Forms. Some conveniently generate a related Dashboard in one go!

Click the links to learn more:

1. Issue Form & Dashboard

Make it easy to enter and record incidents, take action, filter, and track progress within your Dashboards. Use Shortcuts for the most repeated issues → ex. Wet Spills

2. Event Form & Event Controller

Add upcoming events (and filter prior events for analysis). Consider breaking out Shortcut forms to Add Event Markers quickly → ex. Hockey, Basketball, and Concert

3. Lost and Found Forms & Dashboards

In this Template, we split Forms and the related Dashboards into Found Items and Missing Items to facilitate returns

4. Person of Interest Form & Dashboard

Track people of interest, including persons that have presented a risk to themselves or others and may have been suspended from the venue for a period of time

5. Work Order Form & Dashboard

Generate, assign, and track Work Orders → ex. maintenance, repairs, grounds, and event changeovers

6. Blank: Create a Patrol Form from scratch

Explore how to create unique forms all your own — from scratch! This is for the truly adventurous. Learn the secrets of Form building here!

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Field Specific Details

Status Field Settings

The Status field can be set up with or without warning timers and color options.

To add a Status Field to a Form:

1. Select + Add Field → and choose the Status Field

   

2. Enter a Field Name or title → ex. Status Tracking

3. Click the + Add Stage button

4. Add your first Status and give it a name → ex. Open

   

5. Click + Add Stage and name a second Status → ex. Dispatched

   • An automatic 5 minute warning timer will be added to the first Status

6. Add and name a 3rd Status → ex. Closed

   • Another automatic 5 minute warning timer is set on the second Status
   • No timer will appear on the last Status

   

7. Insert as many Status data points as you need

How warning timers work

• After 5 minutes, a red, flashing warning is triggered

• When the Status is changed, the warning goes away for 5 minutes

• No warning timer is triggered after the last setting has been selected

Adjust or Disable the Warning Timers

Use the Up or Down arrows add or subtract time from the warning timers.

• Set the warning timer to 0 and it will be disabled
• You can also extend the warning timer → ex. 10 minutes

Add Color to your Status Options

Selecting colors will make your Status choices more visible in charts and graphs.

To add color, simply click the Gray dot and make your color selections from the color picker.

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Delete Forms

To Delete a Form:

1. Open the Form's Settings page

   

2. Scroll down → and click Delete Form → as marked above

3. Confirm by picking Delete Form

   

Blocked from deleting a form?

• To demonstrate how to resolve the problem, we've created a sample 'Test Form' where we've added two Link Record Fields to the following forms:
  • Event
  • Issue

1. Return to the Form Builder and remove each Link Record Field → by clicking the Trash can as marked above

2. Confirm your decision → by selecting Delete

3. Don't forget to Save Changes

• Voilà . . . Return to the Settings page and Delete the Form

  

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