Form Options

Overview

When you Create & Edit Forms you can change the form options to define which additional functionality is available when working with tickets using that form.

To learn about forms in PlanRadar and how they relate to tickets, read more in Forms.

Change Form Options

1. Click Forms and Lists
2. Click on the form in the list e.g. Order of Work
   
   
3. Select or clear the checkboxes of the following form options
   

In case you don't see the form options, because they are covered by the field properties:

1. Click X to close the field properties
2. OR open the more menu
3. Click Form settings

Available Form Options

The first three form options (attachments, comments and plan position) are selected by default.

Attachments

Allow users to attach photos, videos, voice recordings, and documents to tickets.

Also see:

• Add Attachments to a Ticket in the Webapp
• Add Photos and Videos to Tickets in the Mobile App
• Add a Voice Recording to Tickets in the Mobile App
• Add Documents to Tickets in the Mobile App
• Add Plan Annotations to Tickets in Mobile App
• Browse & Filter Attachments

Comments

Allow users to comment on tickets to ask questions or share information.

Also see Comment a Ticket.

Plan position

Allow users to add a plan position to tickets and create tickets in the plan or BIM view.

Also see Set, Change or Delete the Plan Position of a Ticket.

Geographic location

Allow users to add a geographic location (GPS coordinates) to tickets.

Also see Add GPS Position to Tickets in the Mobile App.

Recurring activity

Allow users to define a schedule to automatically reopen the ticket to support recurring activities.

Also see Set a Repetition Date for Tickets.