Creating New Forms

A form is an e-document that contains a series of tabs and fields that your field workers use for requests, jobs, or assets, and the controllers will use for reports and exports. In short, if you need to define a set of fields to indicate the data required in Gruntify, you define it as a form.

Using the Gruntify easy drag and drop form builder you can build on a ready-made form and adjust it to suit your needs or create your own form from scratch. While you are working you can save a draft and then publish the form to release it to your users when you are ready. If you need to change your existing form, it is as simple as going back to the form builder and making any changes required then re-publishing the form. 

The ready-made forms are available from the Form Template Library.

We can also convert your existing paper forms for you. Contact the Gruntify sales team for help. 

The two video tutorials on this page will show you how to create and publish create your own form from scratch and then working from a form template. The Form Management section of the Help Center covers tutorials that run through all the field controls and some of the configuration options that you can use in your forms. For a printable guide to the field controls, download the Forms Control Guide below.



If you are working your way through the Getting Started tutorial trail, go on to Step 5: Using Requests.