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Create a Form using Left Hand Menu Option
Create a Form using Left Hand Menu Option

This article helps you understand how to create a form using left hand menu option in 'Project Forms' tab.

Updated over a month ago

Users on Asite required form permissions can create new forms using left hand options from 'Project Forms' tab.

Below are the steps to create a form using left hand options from 'Project Forms' tab:

1. In the 'Apps' view or 'Apps Distribution' view, click on the 'New' option available at the left hand side of the forms listing. This will enable you to create a new form.

2. A list of active form types will populate based on relevant form settings configuration. Click on one of the form types to create that particular form. You can also enter a keyword to search for required form type by form name, form code and project name.

3. The interface to create form will appear. Certain options may only be available based on relevant form settings configuration. Enter required form details as needed. Associated forms will appear at the bottom of the 'Create Form' screen.

4. Enter required details as per form design. Click here for further help on how to create a form and available additional options while doing so (See steps 5 and 6).


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