Formitize User Guide

No. When you clone a Form Template, you are creating a new template still, which is a copy of the original. You may edit whatever you like in that cloned te...

To define what fields from the item selected will go where in the form. In the field settings of your field in the form template, use the "Add Item&quo...

To add a filter, use the "Add Filter" button. This will give you the ability to choose a field, a comparison method, and what it should be compare...

To set how the item displays in the list when being searched. From the "Main Title" dropdown, select the product information that should be used a...

First the lookup needs to be connected to the Lookup in the text field.  Once you have done that, you will see the lookup settings in the panel on ...

If you would like your clients to be able to access and create new forms that they can then pay from, a process like this will work instead: Client opens...

In the Form Builder, go to the Advanced section of the Tool box, and drag and drop the Card Payment field onto the form where you would like it to be. ...

Time Calculations can be utilised within a form to calculate examples such as: - Duration within 24 hrs - Duration within 24 hrs with deducted amounts ...

To create your own pricing calculations, similar to what is available in the Invoice or Quote modules, we can add these to any form template in our account....

For form templates where we want to be able to count up the number of items that have been added to a table or repeatable, we can use a calculation to autom...