How do I make and customize a new form?

Each module is created with a master, default, comment, and print form. New forms can be created in addition to these. This teaches how to make a new form with customizable entry fields. 

  • The master form is not a true form, but rather the template upon which other forms are built. 
  • The different types of entry fields are text, numerical, check, lookup, date & time, comment, or phase. 

Procedure

  1. Go to the Modules tab and click on the Pencil Icon for the module the form will be created in. 
  2. Go to the forms tab. 
  3. Click on +Add to make a new form. 
  4. To add entry fields go to the Palette, click on the drop down menu next to the palette to choose desired type of entry field. 
  5. Click the green + next to the desired entry field choice. 
  6. Repeat steps four and five until all the entry fields you need are added. 
  7. To edit the entry fields visit the Field List and update the fields by there name accordingly.
  8. Press Preview to see what the form would look like if viewed by users. 
  9. Press Save to keep the changes you've made.