Forms

Forms is managed from BackOffice → Settings.

The full setup and usage guide lives in the main Forms section.

Use this page to understand where Forms fits in Settings. Then continue with the detailed articles under the main Forms guide.

What you do in Settings

In Settings → Forms, you can:

• create and edit forms
• choose the field types and rules
• manage how forms behave on work orders

Use this Settings page as your entry point.

Use the main Forms guide for the full workflow.

Start here

• What is Forms?
• Activate Forms
• Create a form

Continue with the main Forms guide

The main guide covers:

• standard Forms and Visual Forms
• field types, tables, rules, and calculations
• work orders, mobile use, PDF output, objects, and workflows

Related pages

• Forms
• Settings
• Power-Ups