Form Builder Components

Form Builder components definitions and capabilities. Using components to format and customize company form templates.

Carrina Jaime avatar
Written by Carrina Jaime
Updated over a week ago

Dashboard > Settings > Modules > Forms


Form Builder Components Overview

Our Form Builder allows users to create custom form templates that suit their workflows.

SiteMax makes it easy with drag-and-drop functionalities. When you first create a form you will notice tiles on the left side. Each of these tiles provides specific functionalities. They are called components that can be classified into two types:

  • Static: components seen on the form or used to format the form

    • Output Components

    • Layout Components

  • Dynamic: they will require a user action

    • Input Components


Drag-and-Drop Components

To place an item on the form you can drag and drop the item.

Once an item is in the work area hover over the item area and click on the pencil icon to edit the item field.

Components Definitions

Input Components

  • Input: Open a text field where users can enter the information

  • Phone Number: Allows users to only input numbers in a phone number format

  • Email: Text field for users' email

  • Textarea: Open text field for additional information

  • Time: The field allows users to select a time

  • Date: Allows the user to select an exact date

  • Checkbox: The checkbox gives users options to check items

  • Select: Create multiple- or single-select options for users to select from existing or custom lists

  • Radio: Add options "YES, NO or N/A"

  • Signature: Allow users to draw or insert their signature to sign off on a form

  • Photo Upload: Allows users to upload up to 10 images on the form

  • PDF Upload: Allow users to upload a PDF

  • Submit: Add a button with special logic, rename the button as needed, and create specific actions for the button(s) (Save, Save & Lock, Save & Email, Save, Lock & Email).

  • Tasks: Create tasks for projects from within forms

  • Assessment: The field allows users to input assessment status, add photos, or make comments.

Output Components

  • Title: Add a custom form title

  • Subtitle: Add subtitle

  • Text: Use the small text area to add information, such as form instructions

  • Link: Add an external link on the form. These links can be clicked on while users fill out forms to be directed to external pages

  • Weather: Show weekly weather on site

  • Image: Display images on the form by uploading image files

Layout Components

  • Group: Allows users to group components that can be useful to better organize the form or to create repeatable lists

  • Column Layout: Create multiple columns on the same level (up to 4 columns)

  • Spacer: This allows additional spaces between components to create more user-friendly forms

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