Form Builder Basics

Form Builder Basics

Purpose

  1. To explain the elements found in the Form Builder.

Related Articles

  1. Inspections: Form Builder Management

Video



Warning: When deleting an Inspection Form, it will remove the bulk of the form from any associated Inspections.

Overview

  1. Navigate to Inspections > Inspection Form Builder.



  2. Select Create Form or edit an existing form.





  3. Ok, before we create a form, here are some key terms (Blocks and Types) to know first:

    1. Blocks - Blocks are the modifiable sections within the form.




      Each block can be only one of the following types:

      1. Text - Add a simple text block that can contain legal jargon or other explanatory information.




        Text Example:





      2. List - Add a simple bulleted (unordered) or numerical (ordered list).




        List Example:





      3. Quote - Add a text box that places opening and closing quotes around italicized text. (Still in development).




        Quote Example:





      4. Raw HTML - Create your own block using HTML.




        Raw HTML Example:





      5. Delimiter - Add extra spacing (white space) between blocks for a cleaner looking form.




        Delimiter Example




      6. Warning - Add a row with with a warning indicator.




        Warning Example:





      7. Heading - Add a heading.




        Heading Example:





      8. Image - Add an image.




        Image Example:





      9. Table - Insert a table.




        Table Example:





      10. Checklist - Insert checklist details pulled directly from the inspection.




        Checklist Example:




      11. Header - Add a professional looking header.




        Header Example:





      12. Tag - Add tag(s) -  Fields arranged in a grid-like manner. You select the field from a dropdown.




        Tag Example:



      13. Simple Tag - Add a simple tag (one field). Enter info you wish displayed and select the field from a dropdown.




        Simple Tag Example:




      14. Signature - Add one or more signatures.




        Signature Example:




      15. Checklist Table - Insert a checklist table.




        Checklist Table Example:




      16. Addendum Table - Insert an addendum table.




        Addendum Table Example:





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