Form References

In forms, you can add references to photos, issues, and other project items to create a two-way relationship.

For example, you can click a reference to an issue within a form. It will direct you to that issue within the Issues tool. Click the form reference within the issue to direct you back to the relevant form.

In this topic, you'll learn how to:

• Add and Remove References in Forms
• Remove References to Forms in Other Tools

Add and Remove References in Forms

Adding and removing references is different depending on the type of form that you are filling out:

• Forms built in the Template Builder
• PDF forms

Forms built in the Template Builder

For forms built in the Template Builder, references can be added and removed at the form level and at the question level.

• At the form level

  1. Navigate to the Basic information section.

  2. In the Reference section, click Add references and select the reference type from the displayed drop-down list.

     

  3. To remove, hover over the reference and click .

• At the question level

  1. Click Photos or Issues respectively to add a photo or issue reference.

     

  2. To remove, hover over the reference and click .

PDF forms

For PDF forms, references can be added at the form level.

1. In the References section, click Add references and select the reference type from the displayed drop-down list.

   

2. To remove, hover over the reference and click .

Remove References to Forms in Other Tools

The ability to remove form references in other tools rely on the following:

• Your permissions on the form - Editor, Reviewer, or Manager
• The form's status - In progress, In review, Closed, or Archived
• The form's collaboration model - Single Collaborator or Collaborative

When can I remove a form reference in another tool?

To start, you must have permission on a project item to remove a reference. Then you can use the following table to check if you can remove a form reference from that project item based on the previous factors.

For example, if you want to remove a form reference on an issue and the following criteria is met, then you can remove the form reference:

• You have permission to remove a reference on that issue
• The form you are removing is In review and you are a Reviewer or Manager on that form

	In progress	In review	Closed	Archived
Editor	Collaborative mode forms: Single Contributor mode forms: Only if you are the form creator Note: If there are section assignees on the form, only a section assignee can remove a form reference from other project items.
Reviewer
Manager	*Only for Collaborative mode forms