How to Create a Form Using the Form Builder

The Form Builder in WorkPal lets you design custom forms that can be attached to jobs or assets. This guide walks you through everything you need to get started.

Accessing the Form Builder

1. Select the WP menu from the top right of the application.

2. Choose Preferences from the menu.

3. Click the Forms tab.

4. Click the Add button on the right to begin creating a new form.

Setting Up Your Form

1. Enter a name in the Form Title field.

2. Use the Complete On dropdown to select your Form Type (for example, Job or Asset).

Adding User Data Entry Fields

Data entry fields are added by dragging and dropping them from the Toolbox on the left side of the screen. These are fields that users will fill in manually when completing the form.

Some Available field types include:

• TextBox
  

• Email
  

• CheckBox
  

• Dropdown
  

• Date/Time
  

• Number
  

• Autocomplete
  

• Photos
  

• Signatures
  

• Toggle box
  

Once a field is placed on the form, use the properties panel on the right to configure it:

• Label -- the text that identifies the field.
  

• Display-- Choose whether to show text underneath or beside the field.
  

• Placeholder -- a prompt shown inside the field to guide the user.
  

• Lines -- how many lines of text the field displays.
  

• Width -- how much screen space the field occupies.
  

• Validate-- Makes a field "mandatory" so that the form cant be completed unless this field is completed.

Click Save to confirm your field settings.

Using Data Fields (Auto-Populated)

If your form type is linked to a job or asset, you can also use Data Fields from the Toolbox. These fields pull in information that already exists on the job automatically, such as an address, saving the user from entering it manually.

Configure these fields using the same properties panel as user entry fields.

Field Options

Hovering over any field on your form reveals two quick options in the top right corner of that field:

• Duplicate -- copies the field along with all its settings, useful for creating multiple similar fields quickly
  

• Remove -- deletes the field from the form

Headers and Footers

Headers and footers can be set up from the Forms tab in the Preferences menu. They support rich text formatting and allow you to insert information, images, and links. Once you're happy with them, click Update to save. Headers and footers will appear on all forms when they are generated.

Validation

Validation ensures users cannot submit a form without completing certain required fields. You can add a validation message to almost any field type. Required fields will display an asterisk so users know they must be completed before submitting.

Toggling Fields

Some fields can be set to show or hide based on selections elsewhere in the form. For example, ticking a checkbox could reveal a comments box that would otherwise be hidden.

• Multiple fields can be toggled from a single trigger field, allowing whole sections to appear or disappear.
  

• Dropdown fields support Toggle Rules, where different options can show or hide different fields. Add your dropdown options first, then click Toggle Rules to configure the logic. Click Save when done.

Previewing Your Form

Use the preview tabs at the top of the Form Builder to check how your form will look on mobile or desktop before saving.

Completing and Saving Your Form

When you are happy with your form, click the Create button at the bottom right.

Once created, the form will appear in the Forms tab in Preferences and can be attached to jobs or assets depending on the form type you selected. You can edit the form design at any time using the edit button on the right.