Create a Visual Form

Set up a PDF-based form and place the fields on the document.

Create a Visual Form when you want employees to complete a form on top of a PDF layout.

Start with a clean PDF that already looks the way you want the final document to look.

1

Open Forms

Go to Settings → Forms.

2

Create a new Visual Form

Add a new form and choose the visual layout option.

3

Upload the PDF

Upload the PDF that will be used as the form background.

4

Place the fields

Click on the PDF to place each field.

Move or resize the fields where needed.

5

Configure each field

Set the field name.

Choose whether it is required and adjust the other options.

6

Save and test

Save the form.

Then test it on a work order and on the device your team uses most.

Good preparation tips

• use a clean PDF template
• leave enough room for answers and signatures
• test readability on a mobile screen

FAQ

Why should I test the PDF first?

Because layout and readability matter more in a Visual Form.

Can I update the form later?

Yes.

You can adjust the PDF template or field positions when needed.

Should I use Visual Forms for every process?

No.

Use them only when the fixed layout adds value.

Related topics

• What is Visual Forms?
• Choose between standard and Visual Forms
• Use Visual Forms in the mobile app