How to add a New Form and attach to a Service Category

How to add a New Form and attach to a Service Category

Admins can now create multiple forms within the Form Builder, then attach one or multiple forms to any service category, and make it required! Note: At least one form question must be marked required.

Adding a New Form

  • Go to the left sidebar of your dashboard, click on Settings>Advanced>Form Builder

  • Next, add your form name and select SAVE.

  • Select from the drop-down, your "Question Type" 

  • Add your "Question Text", select if you want the question to be "Required" and then SAVE.

  • Add any additional questions that you'd like to the form, then preview your form to ensure that spelling is correct and that you've added all of your desired questions (required and/or not required).
  • Need to re-order your form questions? Simply select the green up/down arrows to the left of your question to change the order. If you want to delete your question, select the red trash can to the right of your question.

Attaching Form(s) to a Service Category

  • You can easily add one or multiple forms to any current category by going to Settings>Basic>Service Categories

  • Next, select the green edit button to the right of the Service Category that you want to attach the form to.

  • Simply click within the Form box to add one or multiple forms to the Service Category and then SAVE.

  • After you select "SAVE", the Service Category will show the form(s) attached.

Adding a New Work Order for a Service Category with Form(s) Attached

  • Now when a work order is requested and the service category is selected with the form(s) associated, the person requesting the work order will then see a message, highlighted in blue to "Fill out all Forms". The form(s) name is highlighted in blue under "Form" and the red exclamation point below "Status" indicates that the form(s) is required to be completed.  To open the form, simply click the name of the attached form, highlighted in blue and complete, answering all of the required questions.

  • Once the form has been completed, you will see a green check mark under the status. Simply complete the remainder of the work order request and click "SAVE" to submit.

  • The Admin will then assign the work order to the appropriate person or Department to perform the duties of the work order where they can see the attached form within the work order under "Forms". The form can be viewed/edited and also printed.

If you still have questions, please reach out to "Live Support", located on the top right of your dashboard. Thanks!

Verify your users’ identities

Enforce identity verification to prevent third parties from impersonating logged-in users.

Set up identity verification

Remind me later

    • Related Articles

    • Setting up Service Categories

      Add service categories to differentiate your work orders based on the type of work to be accomplished, as well as assigning the right group of vendors to the work order. For example, if a pipe bursts in your wall you can signify that it is a PLUMBING ...
    • Form Setup for Work Order

      You now have the ability to expose a public work order request form and have users be able to submit a request without having to create them as as user. To set up your new request form, click here under settings.  Note: Settings is only available for ...
    • Add and Manage Inventory

      All Admins within Work Order Management have complete access and can manage inventory. However, if an Admin gives a Sub-Admin permission rights to manage inventory, they will also see the Settings>Advanced>Inventory tab on their dashboard. To add and ...
    • Setting up Locations in Facility Tracker

      A LOCATION is used to separate work orders across physical locations. At least ONE LOCATION IS REQUIRED to create a work order. NOTE: If you have a large number of locations, you can separate them out under a "Parent" Location by "Dragging" any ...
    • Forms: Create, Customize and Require Forms to be Completed

      Admins can create and customize forms that must be completed during the event creation process by the owner of the event. CREATE a FORM > Go to Settings>Advanced>Form Builder > Add name of the form and click Save  > Now you can start adding ...