Adding a Form Template

WorkGuru allows you to create a form that can be filled out from within the project, which will complete a document with the corresponding word template saved to the project's files tab.  Creating a form is a two step process:

1. Adding a form which defines the fields you want to capture
2. Creating a word .docx template which displays the defined form and other relevant fields in the required format. This must be attached in order for the form to be saved.

To add the form and define the form fields, click Add Form Template from the forms dashboard.

Complete the form template setup where you are defining what you want the form to capture in the Form Fields.

• Form Name - Name of the form
• Form Description - Additional details
• Select Files - select form template .docx file.   This is the form template created as a .docx format to display the form's fields using the [FormFieldName] notation.  Eg if the field name is Rego, to display the field's captured data on the form template it would be [FormRego].
• Form Fields- Click Add Field to add fields.  Note, these field lines can be dragged and dropped to change the order displayed.
  • Name - Field Name, used for displaying the field on the forms document template.   Can't include spaces or non-alpha characters.  Equivalent to the fields's "Sku"
  • Label - The label displayed on the form's data entry page.
  • Description - Displays further field information on the data entry page to assist correct field population.
  • Type- Field type, how will the user be prompted to capture date when completing the form.
    • ShortText - Small text field, can't be extended.
    • LongText - Large text box, can be extended.
    • Date -Displays a calendar picker to output DD/MM/YYYY date format.
    • Number - Field validated to allow only numbers.
    • Signature - Captures an actual manual written signature.
    • Picture - Image upload (PNG and JPG) or access camera roll in iOS and Android applications. Notes: Picture uploads require both a table description and cell containing the relevant form merge field to handle dynamic resizing. If your form field name is "FieldName", your form template must contain a table with a description "[FormFieldName]" as well as a cell within that table containing "[FormFieldname]". Instructions to set up table descriptions can be found here. Images are resized to fit the table cell while maintaining the original images aspect ratio. If the cell is not resized on the document template and left as default, the image will be scaled based on the cell width.
    • Dropdown - Select from a defined list of options
    • Time Sheets - Prompts for a date range and will display timesheets entered on the project within the selected period. 
    • Stock Usage - Prompts for a date range and will display stock usage entered on the project within the selected period.
    • Custom Table - Allows you to enter multiple sets of entries for a defined question set. Displays results in a table format.
    • Header - Separator used for formatting the form entry page.
  • Is Required - Control if the field is mandatory and must be filled in to complete the form.
  • X - Remove the field line if no longer required.

Confirm the data entered and click Save Form.