Formitize Help Desk

A new job can be created automatically once a form is submitted, however there are Job fields that must have matching form fields where information related ...

You can decide what colours you would like the Bin your form to be, by editing the settings for the Buttons in the Form Builder. In the Web Portal, go to Fo...

When using the Form Builder, you can add a table which can be used for Database Lookups or Assets lists. There are also two views that can be used in the Fo...

To set up custom fields for your client, so that they will automatically fill in a form: Go to Settings Cog > Contacts > Contact Custom Fields ...

In the Form Builder, you can create Form Events. This can be done to make an invisible section become visible and vice versa, but it can also auto-populate ...

Currently this is something that only the Formitize Production Team can do, and does come with a fee to create. You can contact Support via the Support ...

You can set up a Form Action that will update a form's status automatically upon having submitting the completed form. In order to add a Modify Form...

By using a Create Job action you can set up the form so that it will create a job when the form has been submitted. In order to add a Create Job Action ...

With the use of the Create CRM Client Action, you can set up a form or webform so that it will create a new Client Contact in your CRM. This is particul...

To add icons to your Drawing Tool legend, first go into the form template by going to your Web Portal > Forms > View Form Templates > select the ed...