Forms series · Part 2 of 4
Forms, Part 2: Build a form
Drag in the fields, preview it on a phone and add automations that email or open tasks on their own.
Build anything from a quick sign-in sheet to a full hazard assessment with photos, signatures and automations. Same builder, as simple or as detailed as the job calls for.
In this part you'll learn how to:
- Find your way around the builder: elements, your form and settings
- Use field elements like checklists, photo capture, signatures and yes/no
- Add static info the crew can't change: images, PDFs, location, weather and attendees
- Drag, drop and preview the form on a phone or tablet
- Set form settings like public access, approvals and signatures
- Add conditional logic and automations that send emails or create tasks
Example: a worker ticks "Working alone" and the PM gets an email right away with the form attached.
Want it on paper? Download the PDF guide below, then carry on to Part 3.