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Custom Forms

C
Written by Chris Curd
Updated over 3 months ago

The Forms feature allows users to create customized forms with various field types. Forms can be linked to a Reason for Visit, ensuring they are surfaced when conducting a visit on a contact.

Adding a New Form

  1. Tap the New button.

  2. Enter the name of the new form.

  3. Hit Save to add it to the list.

Editing a Form

  1. Tap the name of the form you wish to edit.

  2. Rename it as needed.

  3. Hit Save to confirm the changes.

Adding Fields to a Form

  1. Tap the spanner icon next to the form.

  2. Tap the New button.

  3. Choose a field type.

  4. Enter a label for the field.

  5. Hit Save to finalize the addition.

Supported Field Types

  • Text – A single-line text input.

  • Text Area – A multi-line text input.

  • Integer – A numerical input field.

  • Check Box – A yes/no or true/false selection.

  • Selection List – A dropdown menu where each option is entered on a separate line.

  • Selection List with Quantities – A dropdown menu with quantity input per option.

  • Sub Title – A section heading within the form.

  • File Upload – Allows file uploads from mobile (phone and photo library) and desktop.

Using Forms effectively ensures structured data collection and improved workflow efficiency in SitePad CRM.

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