Construct Limited Field Form For Free

Hi this is Jillian and today I'm going to show you how to build your own custom forms in Fieldwire as part of our form solution offered on our Business accounts. Fieldwire custom forms are in addition to our six default forms Daily reports, RFI's, timesheets, inspection requests, safety audits and time & material tags. With the custom form builder you can either make modifications to the default forms or build one from scratch designed to exactly match your company's processes anyone on your project team can use the forms you create to fill out information from any device whether back in the office or on their mobile devices in the field this allows you to consolidate all your paper forms into one streamlined platform and process In this video, I'm going to cover how to create a custom form from scratch on web the various sections and entry types and then we'll finish by filling out the custom form while on the mobile app our goal is to recreate a paper form a contractor has already been using so they can transition to managing their forms directly in Fieldwire we will start with their paper form and finish with a Fieldwire form I'm going to recreate the safety audit form like the one you see here as a default the first section that will appear on the form are the form attribute fields: description, assignee and status so let's start by creating a custom safety audit form Here I am on the forms tab on my project Click +new form in the upper left and then choose +new template at the bottom There are two different types of custom form templates: Default and Dated Default forms are typically used for things like change order requests, RFI's or timesheets because they don't require one specific date A dated form will automatically have a date section added to the form and it will be date dependent as well This means that certain information on the form will be based off the date the form was created For example, the weather is date dependent so if you would like to have weather populated on your form then just be sure to choose the dated template I'm going to select the type to be a dated template because I want my safety reports to be associated with a particular date. I'll enter in the name as "custom safety audit" to differentiate it from the current default safety audit form and click "create" Now you can start adding sections to your form There are a variety of different options and I'll go into further detail on how lists and tables work later on in this video If you choose weather you will have a section that automatically populates the weather based on the address listed in your project settings The attachments section allows you attach photos, files or a cropped plan Lastly, the signature section ensures that the assignee can sign off and it will be date and time stamped Check out our support articles that go into even more detail on each section We will create a list first Lists are predetermined rows or lines that can be filled out I'm...