Forms

Forms Overview
Forms in WorkGuru allow staff to capture any 'paperwork' required by your workflow that is saved automatically to the relevant project or production...
Mon, 13 Mar, 2023 at 12:33 PM
Managing Form Template
Forms can be created and managed from the form templates dashboard (Administration -> Forms). Create a form by clicking Add Form Template. Download ...
Mon, 13 Mar, 2023 at 1:46 PM
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 sav...
Thu, 16 Nov, 2023 at 12:40 PM
Creating a Form Document Template
Creating a form template is similar to the other document templates in WorkGuru.  The form template is a Microsoft word .docx template which can be populate...
Mon, 13 Mar, 2023 at 1:45 PM
Populating a Form
Once a form has been added to WorkGuru, you can access it from within the project detail page to start filling it out.   From the project's detail scree...
Mon, 13 Mar, 2023 at 11:45 AM
Updating a Form Template
Updating the Form Template and Fields To update a form template, click the form template name on the form template dashboard to open the form template edit...
Mon, 13 Mar, 2023 at 2:00 PM
Using Timesheet Form Fields
WorkGuru forms also include the ability to display timesheets for a particular project you can use to build signoff or authorisation style forms.   The time...
Wed, 15 Mar, 2023 at 9:38 AM
Using Stock Usage Form Fields
WorkGuru allows you display the project's stock usage within a date range on a form using the Stock Usage field type.  Create a form and add the Stock U...
Thu, 30 Nov, 2023 at 11:53 AM
Using Custom Table Form Fields
WorkGuru allows you display results to form questions in a table format.  This is useful if you need to capture mulitple responses to the the same question ...
Thu, 30 Nov, 2023 at 12:03 PM