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Create a New Sub Form

Sub Forms are customizable forms that can be attached to any work order or task. You can create checklists, procedures, templates, and more to easily organize your data.

Note: Creating a Sub Form can only be done on desktop and in certain workspaces.

 

Steps to create a Sub Form:

Desktop
  1. On the left hand side, click into the Work Orders workspace. 
  2. Click on the top middle desktop_top_middle.png.
  3. Select Sub Forms and click the New button New_Button_70x36.png.
  4. Give your sub form a name and click Create.
  5. Click Add a field and select from the following options:
    • Single Select - Select from a multiple choice question
    • Multi Select - Select from a multiple choice question
    • Long Text - Answer with text or numbers
    • Checkbox - Mark off a checkbox
    • Info Text - See a headline text
  6. Continue to click on Add a field to add additional items on your sub form.
  7. Click Save on the top right once it's completed.