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.

• The project item that you are adding a reference to
• The project item that is being referenced.

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 the Remove icon .

• 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 the Remove icon .

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 the Remove icon .

Review the following scenarios to understand how form references interact with other types of references:

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 are 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