Getting Started with Custom Forms

Getting Started

The Getting Started section is an overview of the Custom Forms feature in FormLink.

The Custom Forms feature allows you to make changes to your existing forms, such as adding sections, supplements, tables and fields. You can also change the column and row formatting on your forms if you need to better organize and display items, such as inspector questions, available assets and other information. If desired, you can also create new forms from scratch using this feature. 

Managing Custom Forms

Using the corresponding templates, you can manage your forms to make it easier to make changes and additions to fit your needs. The following features are available to help manage your custom forms in FormLink:

Edit a Custom Form

Using this feature, you can make changes to existing forms in your system. Use this feature if you need to edit a form that is currently being used in the field.

Note: You may initially need to Transfer existing forms from your system to the Define Templates screen. Once transferred, you can Edit the forms.

Transfer a Custom Form

Using this feature, you can transfer your existing forms to Custom Forms to make changes. Use this feature if you want to Edit a form that is currently in your system.

Make a Copy of a Custom Form

Using this feature, you can make a copy an existing Custom Form.  Use this feature if you want to copy a form that is currently in your system.

Create a new Custom Form 

Using this feature, you can create a completely new form from scratch. Use this feature if you need a form that is different from the other forms in your system.

Editing Custom Forms

Using the template for your form, you can customize the form by making changes to the content and format. The following features are available for use on your Custom Forms in FormLink:

Copy a Section

Add a Standard Section

Add a Fixed Table 

Add an Expanding Table

Add a Pump Curve Section

Add a Supplement Section

Add an Assets Section

Add a Fire Extinguisher Supplement

Add a Security Alarm Device

Add an Alarm Supplement

Add a Device Supplements

Add a Control Valves Supplement

Copy a Section

Add a Visibility Filter

Expanding Table Min/Max Rows

Expanding/Collapsing Sections

Moving Sections and Rows

Deleting Sections and Rows

Note: Fields can also be added to many the above sections as described in the following articles: 

Add Fields to a Standard Section

Add Fields to a Fixed Table

Add Fields to an Expanding Table

Completing Custom Forms

A form can be previewed if you want to see the form as it will appear to your FormLink users once deployed.  Once complete, a template can be deployed as a form in your system and made available for your inspectors and customers to use.

Preview a Custom Form

Deploy a Custom Form

Examples

The following are step by examples explaining how to add sections, tables and supplements to a form.

Example - Standard Section

Example - Fixed Table

Example - Expanding Table

Example - Supplement

Example - Pump Curve

Define Templates