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📝 How To Create Form Templates
📝 How To Create Form Templates

Audience: FaultFixers Admins. How to add new form templates to FaultFixers Web.

Updated over a week ago

Step 1: Create a New Form Template

📝 To digitise your forms and add them to your FaultFixers account:

  1. Navigate to “Forms” > “Template Manager”.

  2. Click on “Create Template” to generate a new form template for use across PPMs.

💡 Tip: Give your form a name, like “Monthly Fire Extinguisher Check”, and add a description for context.

Step 2: How to Customise Forms

🔧 To create the body of the form, follow these steps:

  1. Click the “Add Field” button.

  2. Choose from options like:

Section: Group related fields together.

click to see image

Text: Allow users to type in words or sentences.

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Checkbox: Create a simple option with a checkbox.

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Date: Make it a mandatory field for dates.

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Time: Specify time only.

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Date & Time: Combine date and time.

click to see image

Dropdown: Add choices for users to select.

click to see image

Photos: Include photos in the form (optional).

click to see image

Signature: Allow users to add their signature.

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Help text: Provide guidance or background content.

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💬 Tip: Reorder fields using the "Move up" and "Move down" buttons.

Step 3: Previewing the Form

👀 To see how the form will look:

  1. Go to FaultFixers Web.

  2. Click on 'Forms' > 'Start Form' in the left-hand menu.

⚠️ Important: Save your changes by scrolling down and selecting "Save".

Video Guide:

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