> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/link-forms-to-work-orders.md).

# Link forms to work orders

Forms only appear to employees when they are linked to the right work.

You can link them automatically through a work type or directly on one work order.

### Two ways to link a form

#### Through a work type

Use this when the same type of job always needs the same form.

Every new work order of that type gets the form automatically.

#### Directly on a work order

Use this when only some jobs need the form.

This keeps the setup flexible for exceptions.

{% stepper %}
{% step %}

### Choose the linking method

Decide whether the form should follow a work type or one specific work order.
{% endstep %}

{% step %}

### Open the work type or work order

Go to the record that matches your process.
{% endstep %}

{% step %}

### Select the form

Choose one or more forms from the available list.
{% endstep %}

{% step %}

### Save the change

Save the setup.

The form is now linked to the work.
{% endstep %}
{% endstepper %}

### Why work types are often best

Linking through work types:

* saves planning time
* reduces missed forms
* keeps recurring jobs consistent

### FAQ

<details>

<summary>Can I add more than one form to a work order?</summary>

Yes.

One work order can have multiple forms.

</details>

<details>

<summary>Can I remove a form from a work order?</summary>

Yes.

Usually this is possible as long as the form has not been completed yet.

</details>

<details>

<summary>Should I use work types for standard jobs?</summary>

Yes.

That is usually the cleanest and most efficient setup.

</details>

### Related topics

* [Create a form](/marketplace-packages-and-power-ups/power-ups/forms/create-a-form.md)
* [Use forms in the mobile app](/marketplace-packages-and-power-ups/power-ups/forms/use-forms-in-the-mobile-app.md)
* [Use Forms with workflows](/marketplace-packages-and-power-ups/power-ups/forms/use-forms-with-workflows.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/link-forms-to-work-orders.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.