Form Sections

When creating a form template, you can add sections that request a specific type of information or sections with custom questions. Each section is its own page within a form. You can also select an assignee for each section.

These sections are available in form templates:

• New Section
• Equipment
• Materials
• Notes
• Weather
• Work Log
• Table

New Section

This adds a section where you can add one or more questions with different answer types for contributors to respond to.

Reference the numbers on this image to learn more about each aspect of a section you can customize:

1. Section title and description

   Tip:

   You can add a URL to the Description field. This is useful if you want to link to an external resource or a file in the project's Files tool that will help form fillers complete the form.

2. Question and description

   Tip:

   You can add a URL to the Description field. This is useful if you want to link to an external resource or a file in the project's Files tool that will help form fillers complete the form.

3. Response type

   • Preconfigured responses
   • Text response
   • Number response
   • Single-select response
   • Dropdown response
   • Multiple-select responses
   • Date

4. Answer options (if available for the chosen response type)

5. Add more response options (if available for the chosen response type)

6. Response requirement

7. Conditional Logic: Forms support conditional logic when creating a form template. With conditional logic enabled, you can have the person filling out a form complete an extra action if they select a certain response.

   Conditional logic is available for these response types:

   • Preconfigured responses
   • Single-select response
   • Dropdown response

   To use conditional logic, select one of the supported response types and then enable the conditional logic toggle. Then you can map an if-then statement to each response.

   For each response, select a Then... action. This action will be visible to a member if they select your specified response.

   These Then... actions are supported:

   • No action
   • Require a photo
   • Require an issue: You can select an issue type so that the required issue can only be of that specific type. For example, if the question relates to a safety concern, you may want the form editor to create an issue of the Safety type.
   • Suggest a photo
   • Suggest an issue

8. Section tools

   • Add another question

   • Add a signature

     • You can request or require the member who fills out the form to apply a signature. Use the text input field to indicate who should sign the form. Select Required Question if you'd like the signature to be required.

     

   • Reorder question: Use the arrows to move a question to the desired location.

   • Copy question

   • Delete question

Equipment

This adds a section with the Add equipment option to let your team track equipment use. If needed, you can change the title and add a description.

Materials

This adds a section with the Add materials option to let your team track materials. If needed, you can change the title and add a description.

Notes

This adds a section for your team to add notes to any form. Notes will always appear at the bottom of your template.

Weather

The weather section will always appear at the top of your template. This section uses your project's address to automatically gather weather data. If you haven't added an address to your project, you'll be prompted to provide an address when you add this field.

Learn more about how weather is shown in Weather in Forms.

Work Log

This section lets you ask form fillers to provide labor information. You can ask them to provide information like the company, discipline, number of workers or hours, and more.

To customize the work log:

1. Click the cog icon to select from the fields you want the form filler to complete.

   • Company: Let form fillers select a company from the project's account. Account admins can add roles in the Account Administration tool.
   • Discipline: Let form fillers select from a list the discipline of work that is being performed like concrete or electrical.
   • Role: Let form fillers select a role from the project's account. Account admins can add roles in the Account Administration tool.
   • # of Workers
   • # of Regular hours
   • # of OT hours
   • Work performed

2. If using Discipline, click Add disciplines under that column.

3. In the pop-up window, click Add discipline option if you want to set the list of disciplines your team can pick from. Type the name of the discipline. Press Enter to add another.

   Note: You can also choose to enable the ability for contributors to add their own disciplines. Toggle on Allow free form text responses at the bottom of the window.

4. To reorder disciplines, click the relevant discipline and use the arrows to the right to move it accordingly.

5. To remove a discipline, click it and click the to the right.

6. Click Save.

Here is a preview of how the fields appear for the form filler:

Form Section Assignees

When creating or editing a form template, you can toggle on Section assignees. This allows you to assign each section to a company, role, or member.

Once toggled on, each section will have an Assignee** field. Click into the field to select a company, member, or role from the drop-down menu.

After a form is created, section assignees will be notified that there are sections assigned to them in a new form. Assignees can view the entire form, but can only edit and submit the sections assigned to them. Sections assigned to you will appear with a You label next to them in the left panel.

Section assignees can also be changed while a form is in progress by any member assigned to the section or a form template manager. A section can be reassigned to any editors on the form. Click the next to the Assigned to field.