Customizing Form Templates

The form builder is used to create all Form Templates for all modules in your Incident Management account. You can use the form builder to add new sections and new fields to your templates. See the field types article when selecting the desired outcome of the field selected.

🔑 ACCESS LEVEL: Account Owner

ℹī¸ NOTE: It is not possible to create form templates from the mobile app.

⚠ī¸ ATTENTION: For form templates that have multiple relationship fields, a unique Relationship Name must be given for each.

To add a new section to a template form:

  1. Go to the Admin Area
  2. Expand Templates
  3. Select the orange Edit icon next to the template you want to update
  4. Scroll to the area on the template form you want to add a section
  5. Click + Add section
  6. If you want to give that section a heading, type it into the black bar
    1. Alternatively, you can leave this blank and it will appear as a page break in your form

  1. New fields can be created in all directions by selecting the orange + icon where you wish to place the new field
  2. Add hints to fields by clicking on the Hint (Optional) part of a field and key in the hint
  3. Select the field type from the dropdown
  4. Continue this process until you have added all of the desired sections and fields
  5. Click Save
  6. Select Ok to confirm change, or select Cancel to revert the change

ℹī¸ NOTE: To rearrange your form layout, use the cardinal arrow move icon to drag and drop fields to new locations.

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