Formitize User Guide

A Job Type can be created as an action in a Form. Web Portal > Forms > View Form Templates > Edit an existing Form or Create a New From Templat...

A task can be created by a from when it is setup under Actions in the Form Builder.  Web Portal > View Form Templates > Edit exisiting or +New For...

Yes, you can create as many actions as you like in a Form.  Form Actions

Form conditions are rules set to automatically Trigger your Form Actions. It will pull against the different form field names. You are able to have multiple...

Currently, the signature box is not adjustable in size.

To have an attachment on your report notification email this can be done in the Form Template Settings. In the Web Portal, go to Forms > View Form Te...

To make attachments available within a form PDF you can add it in the Form Template settings. In the Web Portal, go to Forms > View Form Templates &g...

If you have just one action associated with a form, naming the action tab can still be beneficial as a descriptive name allows you to recognise the actions ...

To update dropdown and checkbox fields and add / save new options in your Web Portal > Forms > View Form Templates > Select the Form > Form Buil...

When adding Zones into to a form you need to ensure that you are adding in the CRM Zone element from the CRM section of the Toolbox in the Form Builder rath...