Back to Mobile311 Main Menu

Custom Forms

Custom Forms allow you to add custom fields, drop down menus, and check boxes to work item forms. These additional fields create a section on the work item to track specific details for your organization. Once a custom form is created, it can then be assigned to one or more Work Types.

How to Add a Custom Form

  • Hover over the Work Items tab and select Custom Forms.

 

 

  • Click on Add New Custom Form at the top of the Custom Forms list.

 

 

  • Enter a Name for the Custom Form. *Note: This is a required field.
  • If applicable, you can also enter a Description for the Custom Form.
  • Click Save to save the current page or Save and Edit Fields to being adding new fields to the form.

 

 

  • Click the Add New Custom Field button to begin adding fields. *Note: You will need to create a new custom field for every line you would like included on your custom form.

 

 

  • In the pop up window, enter a Name for the custom field. Custom Field names can only be used one time across all of your Custom Forms. Because of this, it may be beneficial for you to create smaller Custom Forms for fields you may need to use more than once such as Name or Phone Number. *Note: The following characters are not allowed: - \ / " ' < > ^ { } [ ] : ; )
  • Next, enter an Export Name. The Export Name will be the name that appears for the field when you export reports. *Note: The Export Name must be Alphanumeric only. No spaces or special characters are allowed.

 

 

  • After entering the Names, you are ready to choose the type of custom field you want to create. Data Type describes the type of field such as check box, drop down, or text field.
  • Control Type allows you to choose more specific options for your Data Types. Depending on the Data Type selected, you will see additional options appear to the right.
  • Below are explanations for each Data Type option. *Note: Be sure to click the Save button after each new field you create.

     

     

  • After creating your custom fields, you can rearrange them from the Custom Forms page. To do this, click on the set of dots next to the ID number of the field you wish to move and drag it up or down in the list.
  • Click the Save button when you are finished.

 

 

     The Dude Says:

If you want to view your Custom Forms, be sure you have attached it to the appropriate Work Type. Once you do this, navigate to the map and create a Work Item. After you choose the Work Type, you will see the corresponding Custom Form listed on the Work Item form.

Editing a Custom Form

  • Hover over the Work Items tab and select Custom Forms.
  • Click on the pencil icon () next to the Custom Form that needs to be edited.
  • On the next screen, make any necessary updates and click Save at the bottom of the page when you are finished.

 

Suspending a Custom Form

If you no longer want to use a Custom Form, you have the option of suspending it so that it no longer appears on the Work Item form and does not show in the Custom Form list.

 

  • Hover over the Work Items tab and select Custom Forms.
  • Click the pencil icon next to the Custom Form that needs to be suspended.
  • Check the Suspended box at the top of the page.
  • Click the Save button when you are finished.

 

 

Did you find this helpful? 

 

Back to Top