Building a custom form

Configure sections, field types, help text, layout, conditions and auto-fill.

Where to find it

Admin → Custom Form Builder → open/create form.

How to use it

1. Add sections in the required order.
2. Add fields using supported types: text, long text, number, date/time, email, phone, dropdown, radio, checkbox, yes/no, pass/fail, heading or information.
3. Set labels, help text, placeholders and full/half-width layout.
4. Configure conditional visibility where appropriate.
5. Configure customer/site/job/engineer/date auto-fill and defect-on-fail metadata where needed.
6. Publish only after testing the field workflow.

Important notes

Trade-entitlement-aware forms should be scoped to the disciplines the form actually supports.