Our Form Builder allows users to create custom forms 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: they will just show on a form/screen
- Title, Subtitle, Text, Link, photo, weather, spacer, group, and column
Dynamic: they will require a user action
- any other component
to place an item on the form you can either drag and drop the item or double click on the item
once an item is in the work area double click on the item area or clicks on the pencil icon on right to edit the item field
General Information:
Title: Add title
Subtitle: Add subtitles
Text: Small text area to add information such as notes
Link: Add an external link on the form. These links can be clicked on while users fill forms to be directed to external pages.
Input: Open text field where users can type in the information
Textarea: Open text field for additional information
Time: The field allows users to select a time
Number Input: Allows users to only input numbers
Date: Select a date
Checkbox: Checkbox gives users options to check items
Multiple Choice: Create a multiple choice option and allow users to select
Yes/No: Add options "YES, NO or N/A"
Select: Add custom dropdown lists be editing field
Signature: Allow users to sign off and insert signed date
Photo Upload: Users can upload up to 10 images on the form
PDF Upload: Users can Upload PDF
Weather: Show weekly weather on site
Group: Create repeatable items within the group block after toggling on this setting. Items added within this block can be repeatable.
Column: Create multiple columns on the same level (up to 4 columns) once you have selected the number of columns you want drag and drop items into these fields
Spacer: This allows you to group items by adding additional spaces between them, you can also change the color of these spacer fields
Submit: Add a button with special logic, rename the button as needed, create specific actions for the button(s) (Save, Save & Lock, Save & Email, Save, Lock & Email).
Create a Label for the form when the button is clicked.
Tasks: create tasks from within forms
Image: Display images (images of diagrams) on firm my uploading files within this field for users
Assessment: The field allows users to input assessment status add photos to assessment as well as comments.
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