How to Create a New Form

Creating a new form in the Prestartr app is a straightforward process that can be started from several different locations. This guide will walk you through the steps to successfully create and configure a new leave form.

Starting Points for Form Creation

You can begin the process of creating a new form from multiple modules within the app:

• Dashboard (if configured for quick access)
• Forms 
• Jobs

The "Add New Form" Menu

Regardless of where you start, you will be presented with the Add New Form menu. This menu has four key fields that link your new form to the correct record in the app.

Template: This is the type of form you want to create.

Example: ‘Leave Form’.

Entity: This is the category that the form relates to. This field often auto-populates based on the Template you select.

Example: A 'Leave Form' template will set the Entity to 'People'.

Record: This is the specific item you are creating the form for. You will select this from a list.

Example: If the Entity is 'People', the Record would be a specific user.

Zone: This field allows you to assign the form to a specific area or location. The options shown will be filtered based on the selected Entity and Record.

Create and Complete the Leave Form

Once all fields are correctly filled, tap the Save button to generate the form.

Important Note: All newly created forms are automatically saved with a Draft status. You will need to open the form to fill it out and submit it.

Submit the Form

Tap the Submit button in the bottom right corner to mark it as Submitted.

Zone Managers can Approve Leave Forms.