How do I setup a form?

New Form Creation

Go to Form Mgmt on the Web Admin. Click Add New.

Add the Form Name and Description

On the form builder canvas, start dragging and dropping Form Elements into the canvas. Then click Create Form

Once setup, the form will start to look like this:

IMPORTANT: How to use the Workflow Section Element

Ensure you use the Workflow Section for any attribute fields that you require for the following use cases:

You need the field mobile app user to fill these out. If the form element is outside of the workflow section, the field mobile app user will only be able to view them and not fill them out
Use multiple form sections for parent-child workflows where each sub task owner needs to fill out a different section of the form. See here for more info:https://wenergysoftware.atlassian.net/wiki/spaces/Production/pages/edit-v2/456786030#Parent-Form-mapping%3A

Setting up each element is easy. Simply click the 3 horizontal buttons and setup the details.

Ensure you click the checkmark to update the element.
And ensure you hit the Update Form button to save all changes.

CAUTION: Failure to perform both of these actions will result in losing all changes made.

Advanced Form Setup - Conditionally showing/hiding attribute fields

You can also do Advanced Setup to enter logic to only show certain attributes when certain conditions of other attributes within the same form are met:

What do each of the form elements do?

Element	Description
Header	[Self Explanatory]
Description	Predefined/Preset Informational text
Workflow Section	Ensure you use the Workflow Section for any fields that you require for the following use cases: You need the field mobile app user to fill these out. If the form element is outside of the workflow section, the field mobile app user will only be able to view them and not fill them out Use multiple form sections for parent-child workflows where each sub task owner needs to fill out a different sectio
Expanding Combo	NOTE: Only works on Admin; Does not function on Mobile App Repeats upto 2 attributes by pressing “+” on the interface to repeatedly fill them out. For e.g. repeatedly filling out a lock number and a lock location for LOTO until all lock points are completed.
Input box	Free text entry - can be setup as string, integer, decimal, etc
Single Choice Radio Button	[Self Explanatory] Note this feature is seldom used. Most customers prefer to use the Dropdown option.
Dropdown	Picklist - can be single/multiselect
Date Field	[Self Explanatory]
Time Field	[Self Explanatory]
File upload	[Self Explanatory]
Signature	e-Signature
Date/Time Field	[Self Explanatory]
Metadata Dynamic List	Picklist that is driven by metadata logic. The metadata picklist has to be setup and configured properly.

Form Mapping to Task Type Template

NOTE: The below instructions will help you setup a form. To actually utilize the form as part of a task, ensure you map it to a specific task type in the task type setup.

Parent Form mapping

See dropdown in parent template to choose form

Then map each form section to the pertinent child task type

Regular Task Type Form mapping:

See dropdown in regular template to choose form

Detailed Examples for Parent-Child Task Form Workflows

Example	Scenario 1	Scenario 2
Parent Task - Form Mapping exists?	Yes	Yes
Number of Form Sections	3	3
Number of Child tasks in Parent	3	3
Form Section - Child Task Mapping exists?	No	Yes as follows: Form Section 1 mapped to Child Task 1 Form Section 2 mapped to Child Task 2 Form Section 3 mapped to Child Task 3
Resulting Behavior	All child task owners can edit any section of the form	Assignee of Child Task 1 can view the entire form, but only edit Form Section 1 Assignee of Child Task 2 can view the entire form, but only edit Form Section 2 Assignee of Child Task 2 can view the entire form, but only edit Form Section 2