Create a Form

Forms often require different types of fields such as names and contact information, item checkboxes, numeric quantities, and information explained in a few words or sentences. The first step in creating a new form is to choose which fields you need. In this article, you will learn how to create a new form in the Form Builder in the UtiliSync admin app.

Instructions

1. Open the UtiliSync Admin app and sign in.
2. From the menu bar on the left side of the screen, select Forms.
3. On the menu that appears in the center of the screen, click the button labeled +Form. 

4. Next, you will be prompted to name your form and select the Layer to assign your form to. Once both of these fields are populated, click on the Create Form button.
5. This will open the Edit Form space. If you look on the left side menu bar, you will see that the Form Builder function is highlighted. This is the space you will use to create the different types of fields required by your form. You can also configure the PDF Template, UtiliBots, and Settings for your forms by clicking on those tabs.
6. There are 18 options for form field types. They will be visible in a menu on the left that appears when you click on the +ADD FIELD button. Each option will be explained in more detail in a separate article.

7. Once you have selected the type of field you would like from the menu, the field will be created in the center of your screen and the edit panel will open on the right. 
8. Each field you create will be assigned a number and will be put into a list that you can see on the upper right side of your screen by clicking on the +FORM PLACEHOLDERS button. This will be important later in creating your submitted form; the order of your fields in this list is not important. The order that your fields appear in the center of your screen is the order that they will appear to anyone filling out the form.
9. If you need to move a field, you can simply drag it up or down the form by the double row of dots on the left side of the field.
10. If you need to create a field between two existing fields, just click on the upper field and then the +ADD FIELD button. The new field will be created below the selected field.
11. Clicking on the icons on the right side of the field gives you three options: Duplicate the field, Advanced Edit to change the actual coding of the field, and Delete the field.
12. You can create distinct sections of fields in your form by clicking on the +ADD SECTION button to create a new section. This is a good way to put your fields into groups.

13. When you have completed creating your form fields, or if you need to save your progress and continue at another time, click on the SAVE FORM button in the top right corner of the screen.

Success! You can now create a Form. See the other articles in this category for details about the different form fields and customizations available.