Link forms to work orders

Add forms automatically through work types or manually on a work order.

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.

1

Choose the linking method

Decide whether the form should follow a work type or one specific work order.

2

Open the work type or work order

Go to the record that matches your process.

3

Select the form

Choose one or more forms from the available list.

4

Save the change

Save the setup.

The form is now linked to the work.

Why work types are often best

Linking through work types:

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

FAQ

Can I add more than one form to a work order?

Yes.

One work order can have multiple forms.

Can I remove a form from a work order?

Yes.

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

Should I use work types for standard jobs?

Yes.

That is usually the cleanest and most efficient setup.

Related topics

• Create a form
• Use forms in the mobile app
• Use Forms with workflows