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Form

The “Forms” component grants the ability to attach smart forms to the record, such as decision trees, checklists, questionnaires, surveys, and other use cases that require structured forms to be filled out by users.

Examples of use cases:

  • Customer Feedback Questionnaire
  • Training Completion Checklist
  • Equipment Maintenance Periodic Check.
The form can be displayed on the record in two ways:
The form can be displayed on the record in two ways

List Form: See the entire list of forms connected to the specific record (recommended if many forms need to be filled for the same record).

The form can be displayed on the record in two ways

Preview Form: Edit the form directly from the record (recommended if only one form needs to be filled).

Adding and Filling Forms

In some cases, defined by

1. Click on the + icon to add an item

In some cases, defined by

2. Choose a template and click “Add”

3. Set the form’s name

3. Set the form’s name

Choose “Edit” and start fill in the form, after filling. click Save

4. Choose “Edit” and start fill in the form, after filling. click "Save"

  • In some cases, defined by the owner, forms can be filled in steps.
In that case, the percentage bar will show the form progress and by clicking on the “Review Form” button, users are able to continue editing the form
In some cases_ defined