Create a New Custom Form
- 09 Mar 2022
- 2 Minutes to read
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Create a New Custom Form
- Updated on 09 Mar 2022
- 2 Minutes to read
- Contributors
- Print
- DarkLight
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How to Create a New Custom Form
This section is intended to show you how to create a new Custom Form.
1. From the Configuration page, select Custom Forms (Figure 1). 
Figure 1
2. The Define Templates page is displayed (Figure 2).
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Figure 2
3. Select New to create a new form (Figure 3).
Figure 3
4. The Add Template page is displayed (Figure 4).
Figure 4
| Field Type | Description |
|---|---|
| Template Name | The Template Name field is the file name given to the template. When making a copy of a form, the default Form Name will be existingformname-copy. For example, if you make a copy of a form named Alarm Test, the file name for the copied form would be Alarm Test-copy. The Template Name field can be edited if you want to give the copied file a different file name. FormLink highly recommends that you use the Template Name field to add a version number to the template/form. |
| Description | The Description field is the name that will appear at the top of the new form. |
| Footer Text | The Footer text will appear at the bottom of a page on the new form. |
| Report Parts | The Report Parts determines the content of the new form that will be displayed to the user. The selections available in the Report Parts drop-down list are:
|
| Page Orientation | The Page Orientationfield allows you to select the page orientation for the form. When making a copy of a form, the Page Orientation will be copied from the original form. The Page Orientation can be edited for the new form.
|
| Include Frequencies | The Include Frequencies checkbox allows you to set the frequency for the form. When making a copy of a form, the Include Frequencies settings will be copied from the original form. The Include Frequencies setting can be edited for the new form. If there are no frequencies for the for, leave the Include Frequencies checkbox unselected. The Section Frequency field allows you to determine the frequency of a section within the form. The available selections for Section Frequency are:
|
| Report Output | The Report Output field allows you to set the format for the report. The Report Output selections available are:
|
6. Enter a Name in the Template Name field (Figure 4).
Note: When editing or creating new templates, it is highly recommended that you include a version number in the template name to help identify the template and to reduce the chance of unintentionally changing an older version of the form. For example, you could use (templatename1.0, templatename1.1, templatename1.2) etc,.
7. Save the form.
8. Select Edit on the Define Templates screen (Figure 5).
Figure 5
9. The new form can now be created by adding sections and fields to the template. (Figure 6).
Figure 6
Note: The Date of Work section shown above is required for all new forms. The Date of Work section includes the following fields:
- Date of Work
- Inspected By
- Signature
10. The new template can now be edited using the Custom Forms Feature.
When creating a Custom Form, you can add the following Section Types:
The associated fields for each Section Type can also be added to the form:
- Add fields to Standard Section
- Add fields to Fixed Table Section
- Add fields to an Expanding Table Section
- Add fields to a Supplement Section
- Add fields to a Pump Curve Section
11. Save the template.
12. Preview the Custom Form to view the template as it will appear as a form in your system.
13. Deploy the form to your system.
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