Mobile Forms to Collect Field Data faster

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Features Getting Started

Template Info tab

Name: edit the name of the template.

Prefix: You can specify a Prefix, which will be placed before the Form ID in the name of each Form instance.

Linked To: see Link to a Contact, Project

Owners: The Template can also have one or more specific Owners to be assigned at form creation.

Next Form ID: the Form ID is incremented automatically by the system for each new form created. It can be modified here. (Admin or Managers only)

Group: You can set a pre-defined Group for the Form when it is created from the Template. Groups are configured in the Forms web app / Options menu / Groups tab.

Notify Managers: add these manager users to the list of people being notified when a form is submitted.

Pin to Left Pane: add a shortcut menu in left Pane to access all forms of this template.

has Punch Items: see Managing a Punch List

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