Formitize User Guide

If you already have a PDF report saved and wish to attach that file as well as further attachments, then you can use the Email PDF with Attachments action. ...

In the Form Builder, there are Page Layout options to assist with breaking up sections of the form so that you can separate fields or groups of information,...

The Text box is more or less your run of the mill form field, where information can be entered. There is more that can be done with it as well, through the ...

In the Form Builder, there is a sub list in the Toolbox which is labeled Entry Fields. These are fields where information is either entered by the person co...

The Camera form field allows the person filling out the form to add an image to their report, either by taking a photo with their device camera as they go, ...

In order to use the Card Payment field in a form report, you need to have a Stripe Gateway integration set up on your Formitize account. Once you have i...

A slider field is a basic measuring/rating tool that can be added into a form. You can use it to give a numerical value to a query by sliding the measure ho...

The GPS field within a form will pull the location information from the GPS location of your mobile device when you submit the form.

The Barcode field allows you to scan a QR code or barcode when using a compatible mobile / portable device to complete a form. This is especially useful...

The Asset List is a table that can be used to reference multiple assets in the asset table. For example all of the fire extinguishers at a site can appear i...