Overview | Forms Module

How can I send / print a form PDF with empty fields to be filled out?
Normally, the fields in the form as set up so that any fields that have no information entered will not show up in the report PDF when it is generated and s...
Tue, 26 Mar, 2024 at 2:02 PM
Can I remove the job title from forms connected to the job type template?
Currently, this is not something that can be done. If you remove the title from the Job Type Template, then the title for the job that is linked to the form...
Tue, 26 Mar, 2024 at 1:57 PM
How to add an address into a form and update the CRM
When using a form to create new contact details or update information for an existing client, the system requires that the address be broken down into separ...
Thu, 4 Apr, 2024 at 3:53 PM
How do I get information to copy from one field to another in a form?
If you would like information that you've entered in one part of the form, to automatically populate other fields as well, this can be done by selecting...
Thu, 4 Apr, 2024 at 3:46 PM
Do I need separate fields for contact names in a Form with a Create CRM Client Action?
Yes, if there is a form that is set up to create a new contact, then the layout must be similar to the information requested when you are manually creating ...
Fri, 5 Apr, 2024 at 10:38 AM
Can I use a CRM or database lookup in a webform?
No. Webforms are a third party form type. This means that they can be filled out by anyone who has access to the webform. For privacy reasons, there is ...
Thu, 4 Apr, 2024 at 3:43 PM
Does scheduled Form Reporting gather data on every form each time it runs?
No. Automated Form Reporting runs with the schedule that has been set up for it. It reports any forms that have been Submitted since the last scheduled repo...
Thu, 7 Mar, 2024 at 4:52 PM
How do I add set text to a form? (Using the Label field)
Within the Form Builder, under Structure in the Toolbox, you will find a field element called Label. This is for information that you would like to have inc...
Thu, 4 Apr, 2024 at 2:40 PM
Overview of Form Builder Fields and Their Applications
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 ...
Thu, 18 Apr, 2024 at 10:34 AM
Why is my form Asset table not working after I updated the Assets?
When you edit the Asset information through the Assets Module instead of an Update Assets Action, the form does not instantly recognise the new Asset inform...
Thu, 4 Apr, 2024 at 3:41 PM