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Manage Forms of a Project

Tobias Patek
  • Updated

Overview

Add forms to your project to enable the creation of tickets. Read more in Create & Edit Forms about creating and customising forms to suit your needs.

Access & Permissions

To manage forms of a project you need an in-house user with the user permission 'Projects'. Read more in Permissions.

How to access Forms of a Project

  1. Click Projects
  2. Click on the project in the list
  3. Click Forms

  1. Go to the main menu
  2. Tap Project Details

  3. Tap Forms

Assign a Form to a Project

To assign a form to a project:

  1. Click + Assign form
  2. Click + icon next to the desired form
  3. The form is displayed in the list of applied forms
  4. The default form settings (mandatory fields and assigned lists) are displayed and can be changed as described below in Change Mandatory Field Settings and Assign List.
  5. Click Apply

The apply button is disabled as long as there are list fields without assigned lists.

  1. Tap +
  2. Tap the form name e.g. Daily Site Log
  3. Optional: Configure mandatory fields and more as explained below in Change Mandatory Field Settings.
    Tap Add to project

Remove a Form from a Project

Forms can only be removed from a project if they are not in use for any of the tickets in that project.

To remove a form from a project:

  1. Hover over the form
  2. Click the X button

The X button will not be displayed if a form cannot be removed because tickets exist.

  1. Tap on the form e.g. Daily Site Log
  2. Tap Remove from project

Edit an Assigned Form

A form may have some default field settings, e.g. some fields may be configured as mandatory, or lists may have already been assigned. Read more in:

You can override any form defaults and configure the form for your project as needed.

To edit an assigned form:

  1. Hover over the form in the list of applied forms
  2. Click the edit icon

  1. Tap on the form e.g. Daily Site Log

Change Mandatory Field Settings

Mandatory fields must be filled with a value before the ticket can be saved.

To make a field mandatory:

  1. Select the checkbox next to the desired field
  2. Click Apply

Remove the checkbox to make the field non-mandatory.

  1. Activate the toggle(s) under Set mandatory fields

  2. Scroll down and tap Add to project to apply your changes

Assign List

Lists are used to provide a list of values from which the user can choose when filling out the form of a ticket.

To assign a list to a list field:

  1. Select a list in the drop-down menu e.g. Type of Work
  2. Click Apply

  1. Tap on the list field under list configure
  2. Tap on the list you want to assign e.g. Weather
  3. Tap Done

To disable values in the list:

  1. Click the settings icon
  2. Clear the checkbox(es) of the desired value(s)
  3. Click Confirm (for long lists you need to scroll down)

When you assign a list as described above in Assign List:

  1. Tap the list values that you want to disable e.g. Snow
  2. Tap Done

To allow the selection of multiple values for this list field in the ticket:

  1. Click the settings icon
  2. Select the Allow MultiSelection checkbox
  3. Click Confirm (for long lists you need to scroll down)

When you assign a list as described above in Assign List:

  1. Activate the Allow multiselection toggle
  2. Tap Done

Create a Form for the Current Project

Usually forms are created in Forms and Lists as described in Create & Edit Forms.

It is also possible to create a new from from within the forms of a project:

  1. Select a Project
  2. Click + Create form

This will automatically assign it to the current project.

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