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Forms

The Forms section enables users to configure and manage data collection templates linked to specific locations. Forms support structured input for processes such as compliance, quality checks, or operational reporting.

Forms

Each form represents a data collection template (e.g., Compliance Checklist, Quality Inspection, Operational Report) and can be mapped to system data fields via worksheet logic. These mappings help ensure accurate data capture, automate workflows, and maintain consistency across locations.

The Forms section allows you to create a consistent set of data collection templates that can be assigned to locations and configured with Excel-based field mappings. These forms help ensure that structured data is captured correctly and provide visibility into compliance, quality, and operational metrics by location.

Quick Check - Before You Start
  • You can edit Site Settings › Orders › Forms
  • Have the latest .xlsx template and worksheet/column map agreed with compliance or QA
  • Confirm the Location exists before uploading so routing stays correct

Managing Forms

Add Form

  1. Click the Add New button at the top left.
  2. Select the Location from the dropdown.
  3. Upload the Form file (e.g., an .xlsx Excel file).
  4. In the Form Data section:
  5. Click the + icon to add rows.
  6. Specify details for each row: Worksheet, Column, Row, Data, and Configuration.
  7. Use the trashcan icon in the Actions column to remove rows.
  8. Click Add to save, or Save and Add to continue adding more forms.

Add Form

Edit Form

  1. Click the pen icon next to the form you'd like to modify.
  2. Make the required updates to the form mappings or associated settings.
  3. Click Save to apply the changes.

Delete Form

Common Pitfall

Removing a form stops data capture for that location until a replacement is uploaded. Export definitions or keep a file copy before deleting.

  • Single delete: Click the trashcan icon next to a form and confirm the deletion.

Single Delete Form

  • Bulk delete: Use checkboxes to select multiple forms, then click the trashcan icon at the top of the table and confirm deletion.

Bulk Delete Forms

Other Actions

  • Filter – Narrow the list by Location or other criteria.
  • Search – Use the search bar to locate specific forms.

Other Actions

Table Flexibility

Users can tailor the table layout using the following controls:

Feature Description
Sort by Ascending or Descending Reorder forms by location, name, or creation date.
Pin Column Lock important columns in place while scrolling.
Autosize This Column Automatically resize the specific column to fit its content.
Autosize All Columns Applies autosizing on all columns.
Choose Columns Show or hide individual table columns.
Reset Columns Return the table to the default configuration.

Customisable Table

Tips
  • Keep form templates updated as business rules evolve to ensure data capture remains accurate.
  • Ensure export logic matches your Excel field mappings for proper system integration.
  • Assign forms to the correct location to ensure accurate data capture and reporting.
  • Use consistent naming conventions for forms to align with company reporting structures and make them easy to filter across locations.
  • Document form purposes and field mappings to help team members understand data capture requirements.
  • Regularly review form configurations to ensure they align with current compliance, quality, and operational objectives.

Troubleshooting

Why is submitted form data landing in the wrong field?

Worksheet, Column, and Row mappings in Form Data likely do not match the spreadsheet.

Steps to resolve:

  1. Open the form for edit and compare each mapping row to the Excel layout
  2. Re-upload the workbook if structure changed
Why doesn’t my form appear for a location?

The form may be tied to a different Location or filtered out in the list view.

Steps to resolve:

  1. Use Filter and Search on the Forms screen
  2. Add a new row for the missing location if required
Why did an upload fail silently?

File type or corrupted .xlsx files often fail validation.

Steps to resolve:

  1. Re-save the workbook in .xlsx format
  2. Reduce file size or remove protected sheets if your environment requires it