Work Forms

Create and edit forms to add to work.

Rows Per Page

Click Rows per page to adjust the number of rows you can see per page.

Create

Click the Create icon to create a new form.

More Options

Click the vertical ellipsis next to an individual form to rename, duplicate, or delete a form.

Add Tab

Click the + icon to add a tab to a form.

Add Fields

Add various fields to begin creating your form.

These include:

• Title

• Description

• Short Text Field

• Long Text Field

• Numeric

• Single Select Dropdown

• Multi-Select Dropdown

• Multiple Choice

Insert Web Content

Insert web content by embedding a URL.

Link Inventory

Link a specific inventory type to a form.

Top Ribbon

Rename/Edit

Click the Edit icon to rename/edit a form name and adjust the inventory type it is linked to.

Preview

Click the Preview icon to view what the form will look like once published.

Delete

Click the Delete icon to delete the form template.

Publish

Click the Publish icon to publish the form created.

Note: Once a form is published, it cannot be edited.

Duplicate/Delete

Duplicate

Click the Duplicate icon to duplicate a form field.

Delete

Click the Delete icon to delete a field from a form.