Custom forms are one of Formitizeโs most powerful features, allowing you to gather consistent and structured data across your organization. Whether you need forms for job reports, safety inspections, or client feedback, Formitizeโs Form Builder gives you the tools to create tailored solutions for your business needs.
Start by accessing the Forms section in the Web Portal. Use the drag-and-drop interface to add various field types, such as text boxes, radio buttons, and dropdowns. To prevent incomplete submissions, you can mark essential fields as mandatory. This ensures that field staff cannot submit forms without providing critical information.
Dynamic fields allow for even greater flexibility. For instance, if a technician selects “Equipment Fault,” additional fields for describing the issue and listing actions taken can appear. This streamlines data entry, as users are guided based on their selections.
To further enhance form usage, you can integrate automated workflows. For example, once a form is submitted, it can automatically trigger notifications to management or generate reports. Additionally, forms can sync with offline mode, ensuring staff can continue working in areas with poor connectivity. When they regain internet access, all data uploads seamlessly.
Regularly review and update your custom forms based on feedback from staff and clients to keep them efficient and relevant.
