What is a Form?
Forms are the foundation of Tickets, allowing you to define the fields and attributes displayed on a ticket. This flexibility ensures that Tickets can be tailored to meet your specific needs and existing processes.
Forms are fully customizable, making it easy to use them for a variety of purposes, including:
Defect Tracking: Manage and track defects and their resolution.
Quality Inspections: Perform comprehensive quality inspections during commissioning.
Photo Documentation: Keep a visual record of progress and issues.
Handovers: Facilitate smooth handovers with well-organized information.
Recurring Tasks Management: Handle regular tasks, such as maintenance, efficiently.
ℹ️ Also read Introduction to Tickets to learn more about what a ticket is and how you can fulfill different use cases with them.
Create a Form
Forms are created at site-level. Go to the Forms tab in your site navigation and click "+ Create Form". The form builder will open.
Each form needs a name to identify it, e.g. when Creating Tickets later.
To add fields to your form, simply drag and drop them from the left sidebar into the right canvas. You can easily change the name of each field by clicking on the pencil icon next to the text.
Once you are done, click the "Create" button at the bottom, and your form is ready to use.