Create a form

Build a standard form in the BackOffice and prepare it for work orders.

Create a form in the BackOffice before you use it on work orders.

Use standard forms when you need a fast, question-based setup.

1

Open Forms

Go to Settings and search for Forms.

2

Start a new form

Use the New form section.

Generate the next code if your setup uses codes.

3

Enter the basic details

Add a clear form name.

Then save to open the empty form.

4

Choose the form settings

Set the form to Public or Private.

Choose whether the form must be linked to an object.

5

Add the fields

Click or drag the fields into the form.

Then put them in the right order.

6

Save and test

Save the form.

Then link it to a work order or work type and test it.

Public and Private forms

Public forms can be shown to customers.

Private forms are for internal use only.

Object-linked forms

Turn on object linking when the form belongs to a specific asset.

This prevents employees from closing the work order before the form is linked correctly.

Good setup tips

• keep labels short
• group related questions together
• build the shortest form that still gives the right result

FAQ

Can I edit a form after it has been used?

Yes.

Changes affect future use. Existing completed results stay as they were.

Can I make fields mandatory?

Yes.

Required fields must be completed before the form can be submitted.

Can I reuse one form on many work orders?

Yes.

One form can be linked to many work orders and work types.

Related topics

• Form field types
• Configure table fields in Forms
• Link forms to work orders