In the Form Builder, there is an extensive range of fields that can be utilised for form building, to help achieve any report that you would like to create for your business. This article will go through them with brief explanations for each of them. There are also videos that showcase the Form Builder and what can be achieved with it.
To edit a form in the Form Builder, in the Web Portal go to Forms > Existing Templates > Edit arrow for the template you would like to edit > Form Builder.
Alternatively, if you're building a new template go to Forms > Build New Template > Form Builder.
In the left hand side of the screen will be the Toolbox. This is where you will find the Form fields that you can use. Below is a breakdown of the Toolbox sections and links to articles related to the different form fields.
Structure
- What does the Main Header field in a Form do?
- What are Sub Headers in the Form Builder and what do they do?
- What is a Repeatable field in the Form Builder?
- What are Tables used for in a form?
- How do I add set text to a form? (Using the Label field)
CRM
CRM elements will access information that is connected to Contact and Asset information that is saved to your Formitize account in order to auto-populate, add or edit the information in a form.
- What does the CRM Client field in the Form Builder do?
- What can the CRM Client information show?
- What does the CRM Location field do?
- What does the CRM Zone field do?
- How do I set up an Asset table in my form?
- What is the difference between an Asset List and Asset Item?
Asset fields can be utilised when the Asset Management add-on is activated in your account.
Page Layout
These options are used for formatting the PDF report for your form template, ensuring that sections and information is clearly defined and separated.
Entry Fields
Entry Fields are standard information fields in a form. These are basic fields that a User will typically be using most of the time when completing a form.
- What do the Entry Fields in the Form Builder do?
- What can I do with the Text Box in the Form Builder?
Multiple Choice
These fields are designed for questions on the form that require preset answers, allowing users to select from predefined options. For more in-depth explanation, click on the article below:
These fields incorporate additional logic. To learn more about each of them, you can select from a list of articles below:
- How do I add a photo field into a Form Template?
- What is the difference between the Camera and Image fields in the Form Builder?
- What is the difference between the Camera and Attachments fields in a form?
- How do I add my signature?
- What are calculations in a form?
- How do I add the Drawing Tool to a form?
- How do I draw a basic Floor Plan with FormSketch?
- What do I need to set up a working Card Payment in my form?
- What does a Slider field do?
- What does the GPS field do?
- How can I use the Barcode Field in a Form?