This Help Article covers:

💡 TIP: Forms can also be built by editing Templates that will be made available from time to time.

Forms are built using Elements, each Element having Properties to customise that Element. There are 2 types of Elements;

Each Element has its own Properties, Press on an Element that has been Dragged & Dropped onto the Form Builder to Highlight (blue border), then Press the "Properties" Tab of the Elements Pool to view and edit the properties for that Element

Quick Flow:

1. From the Forms Expandable Section, Press [+ADD] to launch the NEW FORM BUILDER Page, then Type form name here

💡 TIP: Until the Form is named you cannot save the Form.

2. Drag & Drop Elements from the Element Pool (left side panel) into the body of the Form Builder (Highlighted by the blue dashed border)

💡 TIP: Elements can also be Dragged & Dropped into the body of the "Section" Element, so relevant information can be grouped.

3. Set the Properties of the Element

💡 TIP: Elements “stack” and can be dragged up and down to re-order the stack as required, hover over the Element to expose the Grab Indicator (6 dots), then Grab, Drag & Drop.

💡 TIP: For Radio buttons to work as a group (only 1 of the group can be selected at any time), Drag & Drop the "Single/Multi Select" Element into the Form, then enter a label for the button, then Press the entry key to add another Radio button to the group (labels are limited to 100 characters including spaces).

💡 TIP: On Text/Paragraph fields use the "Jig saw" icon to insert text that auto populates with information related to the Job the form is used on.

4. When finished [SAVE]

⚠️ NOTE: Until a Form has been Saved and Published, it is NOT available to be allocated to/from the locations it is to be used.

💡 TIP: You can “Duplicate” Data Elements and Structure Elements of a Form, Press the "More" (3 dots) menu, and select the option Duplicate.

1. Press the Form [+ADD] dropdown, then Select "Create from template"

2. From the "Create From Template" popup, Press the dropdown to select a Template, then Press [CREATE]

3. Edit/Save as required using the instructions above

Press the Settings button of the Elements Pool to display the PDF Settings, then either;

Following the first [SAVE] you can preview the Form by Pressing the [PREVIEW] button.

There are 3 views the Form can be previewed as;

💡 TIP: You can "test use" your Form from the Preview Window(s), Press the [RESET] button to clear entries and test again.

To publish the Form, Press the [PUBLISH] button, once Published the form becomes available for allocation to a Staff Member or multiple Staff Members.

💡 TIP: Once a Form has been Published, to Save any further editing, Press the [PUBLISH] button of the Form Builder Window.

For a User to be able to Allocate a Published Form they need to be enabled on the Katipolt Desktop side. To do this they need to be added to a Role that has permission “Add/Edit Forms to Jobs” toggled "On".

Company Settings > Staff Top Tab > Roles Expandable Section > Select a Role that displays permission “Add/Edit Forms to Jobs” toggled "On" OR from a Role toggle it "On" > then select the person from the “Assigned To” dropdown to add

💡 TIP: Ticked under the "Katipolt" Section Staff can Allocate Forms from Katipolt Desktop and ticked under the "Katipolt Mobile" Section Staff can Allocate Forms from the Katipolt Mobile App.

Quick Flow:

1. From a Job's > Correspondence Top Tab's > Forms Expandable Section, Press the [+ADD] button to display the Form Allocation popup

2. From the Form Allocation popup, Press the "Form*" dropdown to see the list of Published Forms, then Select the Form you want to allocate

3. From the Form Allocation popup, Press the "Staff Members" dropdown to see a list of Staff Members, then Select the Staff Member(s) to Allocate to

💡 TIP: Allocating a Form can be to 1 Staff Member or multiple Staff Members, leaving the "Staff Members" field blank makes the Form available to all Staff Members via that Job.

💡 TIP: Pressing "Site Visit" and Selecting a Site Visit makes the Form visible to the selected Staff Member(s) on the Site Visit only.

4. When finished [SAVE]