Create a Form

Users with Project Editor roles such as Project Managers and Project Engineers can create a form based on a created form template.

Before you can create a form based on a form template, be sure you have done the following to ensure successful form creation:
  • Enabled the Project Forms check box in the Project Forms column of the Projects List page by going to Projects > Manage All Projects.
  • Created a form template on which to base your form. (For details on creating a form template, see Create a Form Template.)

For users with Team Project Manager, Project Editor, and Project Engineer roles a Forms tab displays at the top of project pages.

  1. On the selected project's dashboard page, go to the Forms tab.
    The Forms page displays.
  2. Select the New Form () button.
    The New Form page displays.
  3. From the Category drop-down list, select a form template category.
  4. From the Template drop-down list, select a template on which to base your form.
  5. Select Create.
    The form page displays.
  6. Fill in relevant details, and then select Save.
    Tip: The Details field allows you to provide additional information to differentiate forms created from the same forms template. (For example: locations on the job site, or assignment details.)
Once a form has been created, Project Managers, Project Editors and Project Engineers can do the following:
  • View a form by selecting the Forms tab and selecting View next to it.
  • Change a form's status from the Status drop-down list.
  • Edit a form by selecting View, editing details, and then selecting Save.
  • Delete a form by selecting the form's more option () in the Actions column and selecting Delete.
    Note: Filtering to a single template will output the question responses.