What forms are
Forms let you create custom data collection templates — site inspections, safety checklists, handover forms, or anything else your project needs. You build the form, publish it, and then collect submissions from your team.
Viewing forms
Project level
Open a project and click Forms in the sidebar under Site Management. This shows forms assigned to the project.
Company level
Click Forms in the main sidebar to see all forms across the company.
Creating a form
Click the New Form dropdown for three options:
| Option | What it does |
|---|---|
| Create New Form | Build a form from scratch |
| Create from Template | Start from a reusable template in your library |
| Import Template | Import a form template from the company-wide library into this project |
Form lifecycle
| Status | Meaning |
|---|---|
Draft | Form is being built — not yet available for submissions |
Published | Form is live and accepting submissions |
Archived | Form is retired — no longer accepting submissions |
Filter by status using the Status filter, or enable Show Archived to include archived forms.
Managing forms
Each form in the table has the following actions:
- Edit — modify the form structure and fields
- Duplicate — create a copy
- Archive — retire the form
- Create New Version — publish a new version while preserving the history
- Request Submission — send a submission request to team members
- Edit Details — update the form name and description
- QR Code — generate a QR code that links to the form for easy mobile access
- Version History — view all previous versions and preview old submissions
- Delete — permanently remove the form
Submissions
Click View All Submissions to see all responses collected across published forms. A Pending Submissions banner appears when submissions are awaiting review.
Next steps
- Actions — track issues found during form-based inspections.
- Custom Fields — configure additional fields for Work Packages.