Overview
Learn about forms in PlanRadar and how forms relate to tickets.
What is a Form?
A form defines the input fields and other information that can be captured with tickets. You can create forms that are tailored to your specific use cases and processes.
Also read Tickets fundamentals to learn more about what a ticket is and how you can fulfil different use cases with them.
Example of form builder for the 'Order of Work' form:
Create Forms
Creating and editing forms is only possible in the Webapp.
With the form builder you define which fields you want to use and their order.
Read more in Create & Edit Forms.
You can also define which user role can view or edit each field when working with tickets.
Read more in Permissions and Field Permissions.
Field Types
There are two types of fields available:
- Predefined fields: These have special functionality and cannot be changed. For example, they include a ticket's title, assignee, status and priority.
- Custom fields: You can define the field title and a data type, including dates, text, numbers, checkboxes and lists.
Read more about Field Types.
Form Options
You can change the Form Options to determine whether tickets using this form can have attachments and more.
- Attachments
- Comments
- Plan position
- Geographic location
- Recurring activity
Add Forms to Projects
Each form can be used in multiple projects. First you create the form and then access the project > forms and add the form to your project.
Read more in Assign a Form to a Project.
Example of managing forms of a project:
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