Build custom forms, publish them, and collect submissions from your team.
19 articles
Getting started with Forms
How to use Forms to capture site inspections, safety walks, handover sheets and anything else your team needs to fill in on a project.
Updated 8 April 2026
Finding your way around the Forms list
How to use the Forms list to find a form, see who's filled what in, and run quick actions like Fill In, Request Submission and View QR Code.
Building your first form
How to start a brand new form, build a reusable template, or spin up a form from one you've already built.
Using the Form Builder
How to use the drag-and-drop Form Builder to add fields, lay them out in columns, preview the form and publish when ready.
Adding basic fields
How to use simple input fields like text, numbers, dates, currency and email to capture the everyday data on a form.
Adding dropdowns and checkboxes
How to use dropdown lists and checkboxes to give users a fixed set of choices on a form.
Looking up real records on a form
How to use entity pickers so users can select an employee, project, supplier or other real record from your company's data instead of typing it in.
Capturing photos, signatures and codes
How to use signature, photo, acknowledgement, QR code and barcode fields to capture rich content on a form.
Organising forms with sections and pages
How to use repeating sections, conditional groups, page breaks, headings and spacers to give your form structure.
Showing fields only when needed
How to make a form adapt to what the user is filling in, hiding follow-up questions until they're relevant.
Adding calculated fields
How to set up automatic totals, averages and other maths on a form so the user doesn't have to work them out themselves.
Splitting a form into pages
How to use page breaks to split a long form into bite-sized pages, and what users see as they move from page to page.
Updating a published form
How to safely make changes to a form that's already live, by creating a new version that doesn't break existing submissions.
Reusing forms with templates
How to build a reusable form template once and use it as the starting point for new forms across all your projects.
Sharing a form with a QR code
How to generate a QR code for any published form so your team can scan and start filling it in straight from a phone.
Filling in and submitting a form
How to fill in a form, save your progress as a draft, capture photos and signatures, and submit when you're done.
Asking someone to fill in a form
How to assign a form to a specific person or group with an optional deadline, so the request appears on their pending list.
Browsing submissions
How to find and review filled-in form submissions, see the answers in detail, and manage pending or draft submissions.
Pending submissions banner
How the Pending Submissions banner shows you every form request waiting on you, with colour-coded deadlines and one-click Fill Out and Decline.
