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:





    • Related Articles

    • Form Builder - Customizable Label option in the US Mail Component

      Purpose Statement Enable Form Builder users to add customizable text labels to US Mail components in Inspection and Invoicing forms Provide flexibility in labeling mailing addresses to meet specific departmental requirements and improve form clarity ...

    • Invoices: Adding US Mailing Address to Invoice Form

      Purpose To learn how to add a business address to an inspection form to allow use of a standard #10 Window Envelope to mail an Inspection Report via the United States Postal Service. These directions apply to the Form Builder in the Inspections and ...

    • Inspections: Form Builder Basics

      Purpose Statement The Form Builder is a powerful tool that allows administrators and training officers to create customized inspection forms using modular blocks. This feature enables departments to build professional, compliant inspection documents ...

    • Inspections: Form Builder Basics

      Purpose Statement The Form Builder is a powerful tool that allows administrators and training officers to create customized inspection forms using modular blocks. This feature enables departments to build professional, compliant inspection documents ...

    • Fire Investigations - Form Builder Initial Instructions

      Purpose The purpose of this Knowledge Base Article is to provide initial instructions on how to create a printable Form in the Fire Investigations Form Builder List. Related Articles Inspections - Form Builder Basics Inspections - Form Builder ...