Form Builder - Checklist Block

Form Builder - Checklist Block

Purpose

  1. The purpose of this Knowledge Base Article is demonstrate how to add a Checklist Block using the Form Builder.
  2. These instructions apply to the Table Block in Form Builder for the following Modules: Inspections, Permits, Invoicing, and Fire Investigation.

Video


Instructions


1.  Create a new form or select edit to edit an existing form.






2. Mouse over in the left margin at the current block and select the + sign to add a Checklist Block under the current Block.





3.  Select Checklist from the dropdown menu.






4. Enter the text for your checklist item.
  1. Selecting "Enter" will add an additional Checklist item.





5. Click to add Checkmark on the Print Page (see example in Step 8).
  1. Leaving without the Check Mark will leave a box open on the Print Page (see example in Step 8).






6. Select text for formatting options available with Text Tools.
  1. Convert to
  2. Bold
  3. Italics
  4. Add a url link.
  5. Underline
  6. Font size
  7. Change case
  8. Marker (Highlight)
  9. Font color





7.  Select Tune to move up and down, or delete (select the X 2 times).






8. Example of a Form with a Checklist Block printed.



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