Create Forms from Scratch

The Form Builder

Forms are built in the Form Builder using any combination of 12 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

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12 Form Building Fields

These 12 Field Types can be mixed and matched to give near-unlimited flexibility to your Forms.

Basic Fields

Advanced Fields

Create Forms (& Dashboards) from Templates

Templates provide 'best-practice' starting points for new Forms and Dashboards. (That said, you can 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

   

• Learn all about it in Create Forms with Templates

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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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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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USE CASE

Venue management can run around the clock and through every day of the year.

And while Event Forms and Dashboards often overlap with Always-on operations and , we thought it helpul to separate out a proven example:

Blank: Build a Patrol Form from Scratch

Patrol forms can be a simple or as complex as you wish to make them. Let's start with a simple 3-field form that is currently being used at a very active 20,000 seat arena with over 180 events per year.

Start & name your Patrol Form

To start and name your new Form:

1. Pick Forms

2. Select Create Form

   

3. Choose the Blank Template

   

4. Name your form → ex. Patrol

Add a Progress Tracker

1. Click + Add Field → as marked above

2. Pick Progress Tracker from the drop-down list

3. Name your field in the Field Name box → ex. Status

4. Click + Add Stage

5. Enter your value names, add a Color (optional), and adjust the time in the Timer box

   • A. Enter your first Progress Marker → ex. Reported

   • B. Select a color (optional)

   • C. Notice a time/alarm is automatically added with a default of 5 minutes →

     • The minutes determine when the Record will start flashing
     • Click to add or reduce time the "alarm" goes off to fit your needs

   • D. Enter and name more Progress Markers by clicking + Add Stage → ex. Cleared → the color selection is optional

   

About stages and efficiency timers

• Add as many stages as you like
• For subsequent stages, a timer starts automatically as you Advance to that stage
• No timer is needed for the concluding stage

Add a Select Level/Location Field

Some venues have hundreds of locations. Hundreds of them!

To add a long list of "Select" Field options:

1. Pick Select → for the Field Type

2. Enter a Field Name → ex. Level/Location

3. Click Bulk add

4. Paste your list of options inside the entry box

5. Select Add Options

Add a Description Field

1. Pick Text → for the Field Type

2. Enter a Field Name → ex. Description

3. Toggle over to Multiline → for many lines of text

4. Click Save Changes → and don't forget or all your good work goes away!

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