Create a form

Owned by Support Specialist 1 (Unlicensed)
Last updated: May 13, 2024 by Customer Care
3 min read

BUSiness professional

This article will explain how to create a form in Gruntify via the form builder. A video tutorial is also available below.

Creating a Customized Form in Gruntify

A customized form in Gruntify serves as a versatile tool for data collection used for Requests, Jobs, and Assets. The form creation process involves understanding the structure and purpose of fields, which can be easily achieved using Gruntify's intuitive drag-and-drop form builder.

Table of Contents

Getting Started

Follow the steps below to create a form.

  1. Accessing Forms: In the Gruntify Web App, navigate to the "Forms" section.

  2. Creating a New Form: Click on the "New Form" button located in the top right corner.

  3. Request, Job or Asset: Decide whether you want to create a Request, Job or Asset form.

Create an Asset form for physical items, equipment, or resources that are managed and tracked within the system. Create a Request form for one-off or impromptu requests for services, maintenance, or assistance to be submitted by an individual user. Create a Job form for specific tasks, assignments, or work orders that need to be completed in response to requests or as part of routine operations, usually completed by a team

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Form Design Process

The form design process involves the following:

  1. Defining Form Name: Specify the name of the form at the top of the form definition.

  2. Adding Fields: Begin by adding fields to the form using the drag-and-drop interface. Customize each field's label and properties as necessary.

  3. Form Controls: Explore various form controls including text fields, date-time controls, sliders, and info boxes to cater to different data input requirements.

  4. Validation and Completion: Ensure data accuracy by configuring mandatory fields and providing helpful hints for users.

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Steps 1 to 4 of the Form Design Process

  1. Testing and Drafting: Preview the form to ensure it meets requirements. Save the form as a draft for further adjustments if needed.

  1. Review and Editing: Access draft forms for review and editing as required.

  2. Publishing: Once satisfied with the form design, publish it to make it available for users.

By following these steps, users can easily create customized forms tailored to their specific needs using Gruntify's comprehensive form-building tools.

Video Tutorial

The video tutorial below will explain how to create a form. This tutorial is a good introduction to the form builder, so even if you are just modifying an existing form then this is a good tutorial with which to start.

If you are creating a form from the Form Template Library, watch this tutorial first and then watch the next tutorial on Using a Form Template.

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