The Forms Builder tool is found in Admin Tools and allows the creation of custom forms. Forms are associated with both tickets and tasks. They allow recording custom data and that can be included in reports. This improves the versatility of the app and allows it to be used for many different tasks and scenarios.
To create a new form, press the + button. This will bring up the Add Form panel. The only input is to name the form. Click submit and a blank form will be created.
To delete a form, press the trash can button.
Form Elements
There are a variety of form elements that can be added to the form:
Section - A header used to separate and group form elements. Clicking on the section will allow you to type in a name for the section.
Text Edit - A single line text edit box. Placeholder text can be input in the form control in the builder.
Text Area - A multi line text edit box. Placeholder text can be input in the form control in the builder.
Number - A single line numeric input that supports decimal numbers. Placeholder text can be input in the form control in the builder.
Checkbox - A checkbox group. Individual checkboxes can be named. Click to the right of the checkbox to change the name.
Radio - A radio button group. Individual radio buttons can be named. Click to the right of the radio button to change the name.
Select - A selection or drop down control. Type in a comma separated list of values to define the selection options.
Date - A date control
Time - A time control
All form elements have a label to the left of their control. Use this to name the form element.
Form elements can be drag and dropped onto the form. The position the form element will be placed is highlighted below the cursor.
By dragging more than one form element on top of an existing form control, you can create a form control block. This is useful when a single data entry requires multiple inputs. To have multiple selections for checkboxes and radio buttons, drag multiple checkbox and radio controls on top of an existing form control.
To delete a form control group, press the x to the right of the form elements.