Forms & Reports

Creating, Managing & Collaborating Site / Safety Reports

Julien Lavy avatar Danny Ballance avatar
20 articles in this collection
Written by Julien Lavy and Danny Ballance
Form Builder

Creating Custom Forms

Custom Forms, Form Builder, Form Settings
Danny Ballance avatar
Written by Danny Ballance
Updated over a week ago

Forms - Builder Components

Creating forms. Using form builder left panel. Insert questions.
Danny Ballance avatar
Written by Danny Ballance
Updated over a week ago

Forms - Components (Select)

Select from list in SiteMax. Create your own lists. Select user, equipment, contact, material. Select in a form your data in tables.
Julien Lavy avatar
Written by Julien Lavy
Updated over a week ago

Forms - Components (Column)

Use columns in forms. Display content in multiple columns. 3 columns. Columns into columns.
Danny Ballance avatar
Written by Danny Ballance
Updated over a week ago

Forms - Components (Multiple Choice)

Choose one answer. Radio button. Select one from a list. Add unique answer to form template.
Danny Ballance avatar
Written by Danny Ballance
Updated over a week ago

Forms - Components (Assessment)

Assessment component. Pass/Fail with picture and comments. Pre-made true false.
Danny Ballance avatar
Written by Danny Ballance
Updated over a week ago

Forms - Components (Tasks)

Create a new task from a form. Tasks. New tasks. Add task from Safety report. Create corrective action. Set follow-up task from report.
Julien Lavy avatar
Written by Julien Lavy
Updated over a week ago

Forms - Components (Submit)

Form Builder, Components, Submit Button, How to use the submit button?
Danny Ballance avatar
Written by Danny Ballance
Updated over a week ago

Forms - Components (Groups)

Group your components. Repeatable items in a form.
Danny Ballance avatar
Written by Danny Ballance
Updated over a week ago

Forms - Field Dependency

Field dependency. Conditional display. Components.
Julien Lavy avatar
Written by Julien Lavy
Updated over a week ago