Creating & Editing Forms
Ext-Tech
Google
1
Select "Configuration" from the main menu
2
Click "Forms"
3
Click "Create"
Note: to edit an existing form. Click on the form you wish to edit. Click edit and begin making changes.
4
You can create a form by: - Starting from a blank form - Create and edit from an existing form within your instance - Create from a prefabricated template (these are a default in your instance) - Generate with AI - you will still need to edit
5
Add a name for the form
Have the form sent to someone specific in your company
6
Enter in an email if you want the form to be sent to someone with your company. Add multiple emails using a comma to separate them.
7
If you want the completed form to be sent directly to clients, toggle on "Email customer the completed forms". Individual clients can have the email correspondence turned off through their customer file.
8
You can add in a subject line for the email
9
You can also add in information to the body of the email here
10
You can now start adding in different field types - follow below for a few examples
11
Click the down arrow
12
Type the information into the 'label' field. This is what will show up on the form.
13
Choose another field type
14
It will appear at the top of the form area. Click and drag to move it.
15
Click the down arrow
16
Type the information into the 'label' field
17
You can click 'required' to make the field mandatory to fill out within the form
18
Choose another field type
19
Click and drag it to where you want it
20
Click the down arrow
21
Type in the 'label' field
22
Click the "Required" field.
23
Click the up arrow to close the field
24
Choose another field type
25
Click and drag it to where you want it to be located within the form
26
Click the down arrow
27
Type in the 'label' field
28
In this chase, we chose the field type 'checkboxes' so we need to add options in to hit the checkbox for. Click 'add option'
29
Type in the information for the checkbox option. Note: The checkboxes appear in the order that you enter them and you can not click and drag to change their order. This is true for the dropdown menu as well.
30
Keep adding all the options and labelling as you require
31
Click the "Option 2" field.
32
Click "Images" to add a section for photos to be uploaded. You still need to provide a name for this field type.
33
click and drag it to where you want it to be located within the form
34
Click the down arrow
35
Type in the 'label' field
36
Click "Lookup FieldsVehicleLookupTrailerLookupEquipmentLookup"
Tip! It is easier to organize and manage information if you close each field type section once you are done editing it.
37
Once you have added and/or edited all the information in the form, click "Save"
38
Click on the form you just created
39
You can see an overview of what you just created
Tip! Create the form bottom up so you don't have to keep moving things to the bottom of the form everytime you add something in.
Creating & Editing Forms
Ext-Tech
Google
1
Select "Configuration" from the main menu
2
Click "Forms"
3
Click "Create"
Note: to edit an existing form. Click on the form you wish to edit. Click edit and begin making changes.
4
You can create a form by: - Starting from a blank form - Create and edit from an existing form within your instance - Create from a prefabricated template (these are a default in your instance) - Generate with AI - you will still need to edit
5
Add a name for the form
Have the form sent to someone specific in your company
6
Enter in an email if you want the form to be sent to someone with your company. Add multiple emails using a comma to separate them.
7
If you want the completed form to be sent directly to clients, toggle on "Email customer the completed forms". Individual clients can have the email correspondence turned off through their customer file.
8
You can add in a subject line for the email
9
You can also add in information to the body of the email here
10
You can now start adding in different field types - follow below for a few examples
11
Click the down arrow
12
Type the information into the 'label' field. This is what will show up on the form.
13
Choose another field type
14
It will appear at the top of the form area. Click and drag to move it.
15
Click the down arrow
16
Type the information into the 'label' field
17
You can click 'required' to make the field mandatory to fill out within the form
18
Choose another field type
19
Click and drag it to where you want it
20
Click the down arrow
21
Type in the 'label' field
22
Click the "Required" field.
23
Click the up arrow to close the field
24
Choose another field type
25
Click and drag it to where you want it to be located within the form
26
Click the down arrow
27
Type in the 'label' field
28
In this chase, we chose the field type 'checkboxes' so we need to add options in to hit the checkbox for. Click 'add option'
29
Type in the information for the checkbox option. Note: The checkboxes appear in the order that you enter them and you can not click and drag to change their order. This is true for the dropdown menu as well.
30
Keep adding all the options and labelling as you require
31
Click the "Option 2" field.
32
Click "Images" to add a section for photos to be uploaded. You still need to provide a name for this field type.
33
click and drag it to where you want it to be located within the form
34
Click the down arrow
35
Type in the 'label' field
36
Click "Lookup FieldsVehicleLookupTrailerLookupEquipmentLookup"
Tip! It is easier to organize and manage information if you close each field type section once you are done editing it.
37
Once you have added and/or edited all the information in the form, click "Save"
38
Click on the form you just created
39
You can see an overview of what you just created
Tip! Create the form bottom up so you don't have to keep moving things to the bottom of the form everytime you add something in.
