Table of Contents
Adding a new Form Template
From the Templates module, you can add new Form Templates from the Import or Add button in the upper right. Contact Prestartr Support for assistance with using the Import functionality on the template dashboard.
To add a new Form Template by hand, follow these steps:
- Click Add on the Form Template Dashboard.
- Give the template a Name and select which module to Link to.
- Click Create.
The Form Template Dashboard
Once you have created a new Form Template, you'll be navigated to it's dashboard.
From here click the Edit pencil in the top right.
When editing a Form Template, you have access to two tabs: Info and Fields.
Legacy Content
Some of the fields on the Info tab are only usable for specific clients - these fields will be removed in the future.
This includes the Prefix, Version, Notify Managers, and Auto Archive sections.
There are five sections on the Info tab:
- Info: This is where you record the name and enable User Notification or Favourite the template.
- Template Group: This is where you can add the template to any existing Template Groups.
- Auto Archive: This is a legacy section that will be removed in future updates.
- Display Columns: This is where you can setup content or information is display when the form template is used.
- Form PDF Export: This is where you specify the width (in pixels) of labels on this form template when exporting a PDF.
If updating anything on this tab, ensure you click Update in the upper right to save your changes.
Adding Fields to a Form Template
New form templates are empty after creation. To add fields and functionality to the form template, click the Field tab.
There are a number different field types available - details of which are available below.
Question Fields
Form Template Question Fields
Question Fields are some of the most common and useful fields to add to a Form Template.
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Before setting up your Question Field
When adding a Question Field to a Form Template, the following information may be important:
- What is the question being asked?
(This is the Name of the Field) - Does the question have a default response?
(Automatically select Yes - this is the Prefilled With.) - How many options does the question have?
(Each option is separated by a special character "|" .) - Is the question mandatory?
(Check the box for Mandatory.) - Is this question only needed when something else happens?
(Check the box for Hidden.)- Does this question need to reveal other hidden fields?
(Check Show/Hide Rules.)
- Does this question need to reveal other hidden fields?
- Is this question only needed when a form is in a certain status?
(Set the Form Status.) - Is this question only for certain teams or zones?
(Set the User Zone.) - Does this question raise a defect?
(Set the Defect Configuration.)
Basic Setup
There are five individual question fields available for your Form Templates. Each has a specific and unique use, primarily for legacy content for certain clients.
What this means, however, is that even though we have five options, you can use one to do it all.
Yes - No - N/A
Lets breakdown how to setup a simple Yes - No - NA.
- Name: The question being asked.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: The preselected option.
- Prefill from: Pull a response from another field.
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Options for a Yes - No - N/A question field:
- 1:Yes|0:No|2:N/A
- 1:Yes
This will display as a green button with the text display of Yes. - 0:No
This will display as a red button with the text display of No. - 2:N/A
This will display as an orange button with the text display of N/A.
- 1:Yes
- 1:Yes|0:No|2:N/A
The option colours are only visible in the Office.
The numbers can be removed without impacting the functionality of the field, each button will be displayed orange, in the Office interface.
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
- Show/Hide Rules: Sets up a conditional logic to display the field. See Show/Hide Rules for more detail.
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Defect Configuration: The default settings to create a Defect with this field.
See Advanced setup for more details.
Advanced Setup
When setting up a Question Field, the advanced options include the following:
- Onchange
- Show/Hide
- Defect Configuration
The Onchange field is only used when assisted by Prestartr Support. If you have a form template that we have created that uses this field, contact support for assistance with editing that field.
See our documentation for Show/Hide Rules to learn how to setup this for fields on a Form Template.
The Defect Configuration settings is where can determine the default options when using this question to create a Defect.
The Edit Defect Configuration menu has selections for the following fields:
-
Defect Priority:
Select from Very Low to Very High. -
Defect Type
These are set from the Defect Types section of the Catalogue. -
Defect Photos Field:
Select a matching Photos field from this template to upload to the created Defect. -
Defect Comments Field:
Select a matching Text field from this template to upload to the created Defect.
Open Defects
When creating a Defect from a Form Template field, keep in mind that once an Open Defect is created for a Plant, additional defects cannot be created until the initial defect has been resolved.
Combo Box Fields
Form Template Combo Box Fields
Combo Box Fields are some of the most common and useful fields to add to a Form Template.
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Before setting up your Combo Box Field
When adding a Combo Box to a Form Template, the following information may be important:
- Do they need to select multiple options?
(Use a Multiselect Combo Box or enable Multi*) - What is the selection?
(This is the Name of the Field) - Is the selection mandatory?
(Check the box for Mandatory.) - Is this selection only needed when something else happens?
(Check the box for Hidden.)- Does this selection need to reveal other hidden fields? (Check Show/Hide Rules.)
- Is this selection only needed when a form is in a certain status? (Set the Form Status.)
- Is this selection only for certain teams or zones?
(Set the User Zone.) - Does this selection raise a defect?
(Set the Defect Configuration.)
*The Multi option is available on most Combo Box fields that are linked to a specific area, such as Jobs, Plant, and Forms.
Basic Setup
The setup information available here is for Combo and Multiselect Combo Box fields only.
- Name: The name of the selection.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Prefill the selection with a matching option from the Options field.
- Prefill from: Not applicable for this field.
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Options: The options for the selection, seperated with a pipe.
- One|Two|Three|Four
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
- Show/Hide Rules: Sets up a conditional logic to display the field. See Show/Hide Rules for more detail.
Advanced Setup
When setting up a Entity Combo Box, the advanced options include the following:
- Default Value Dropdown
- Multi
- Select Groups
- Linked Fields (Job Sub Item)
- For Period Calculation only (Unit)
The Default Value Dropdown is where you can preselect an option from the related entity, such as a Plant, Job, or Work Order.
The Multi checkbox converts the selection from single, to multiple.
The Select Groups option restricts this field to only the selected Group.
Job Sub Item combo boxes will have a Linked Field - this will be a Job combo box, added earlier in the template.
For Period Calculation Only- this option is used when working with Plant Hire.
See our documentation for Show/Hide Rules to learn how to setup this for fields on a Form Template.
The Defect Configuration settings is where can determine the default options when using this question to create a Defect.
The Edit Defect Configuration menu has selections for the following fields:
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Defect Priority:
Select from Very Low to Very High. -
Defect Type
These are set from the Defect Types section of the Catalogue. -
Defect Photos Field:
Select a matching Photos field from this template to upload to the created Defect. -
Defect Comments Field:
Select a matching Text field from this template to upload to the created Defect.
Open Defects
When creating a Defect from a Form Template field, keep in mind that once an Open Defect is created for a Plant, additional defects cannot be created until the initial defect has been resolved.
Legacy Fields
When setting up a Combo Box field, the following options are legacy fields that are included for specific clients only:
- User
- Deal
- Asset
- Test
While they can be added to a template, they will not function.
Text Fields
Form Template Text Fields
Text Fields are some of the most common and useful fields to add to a Form Template.
The options available include Alpha-Numeric, Numeric Only, and a special Date Selector field.
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Before setting up your Text Fields
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When adding a Text Field to a Form Template, the following information may be important:
- What is the text field?
(This is the Name of the Field) - Is the text mandatory?
(Check the box for Mandatory.) - Does this text come from somewhere else?
(Use Prefill from.) - Is this field only needed when something else happens? (Check the box for Hidden.)
- Is this checkbox only needed when a form is in a certain status? (Set the Form Status.)
- Is this checkbox only for certain teams or zones? (Set the User Zone.)
Text Field Setup
While there are multiple Text Fields available, they all function roughly the same.
Using the Text or Long Text field is advised.
- Name: The name of the text field.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill from: Not applicable for this field.
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
Prefill From:
The text fields are useful for prefilling information on the Job and People on a form.
This includes options such as the Job Name or even a Persons Email.
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Numeric Field Setup
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While there are multiple Numeric Fields available, they all function roughly the same.
Using the Numeric or Decimal field is advised.
- Name: The name of the numeric field.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill from: Not applicable for this field.
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
Prefill From:
The text fields are useful for prefilling information on the Job and People on a form.
This includes options such as the Job Lunch Break Duration or even a Persons Weekend Rate.
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Day Selector Setup
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- Name: The name of the day selector field.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill from: Not applicable for this field.
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
Date Fields
Form Template Date Fields
Date Fields are some of the most common and useful fields to add to a Form Template.
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Before setting up your Date Field
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When adding a Date Field to a Form Template, the following information may be important:
- Are you recording the time, date, or both?
- Do you need it to prefill todays date?
- If you are recording time, is it the point in time or the duration of time?
- Is the date field mandatory?
(Check the box for Mandatory.) - Is this date field only needed when something else happens?
(Check the box for Hidden.) - Is this date field only needed when a form is in a certain status? (Set the Form Status.)
- Is this date field only for certain teams or zones? (Set the User Zone.)
Basic Setup
This setup covers the Date and Date Timezone Independent fields.
- Name: The name of the Date field.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill dates with current day: Defaults the selected date to today. Only for Date fields.
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Copy Value from Field: Prefill the date from another date field. Only for Date fields.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
Advanced Setup
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When setting up a Time, Date Time, or Duration Field, the options include the following:
- Name: The name of the field.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill dates with current day: Defaults the selected date to today. Only for Date Time field.
- Prefill from: Select time info from Jobs.
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Set Time Interval (In Minutes): Options are 1, 5,15, and 30 minute intervals.
- Copy Value from Field: Prefill the date from another date field.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
Photos
Form Template Photo Fields
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Photo Fields are some of the most common and useful fields to add to a Form Template.
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Before setting up your Photo Fields
When adding a Photo Field to a Form Template, the following information may be important:
- Do you need to Upload a Photo?
(Use the Photo field) - Do you need to display a photo?
(Use the Image field.)
Basic Setup
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- Name: The name of the Photo or Image.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill from: Not applicable for this field.
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Select Image Picker Type: (Photo Only)
- Simple: Select from basic prompts.
- Advanced: Select the folder and tag to upload to.
- Folder: Select the folder only.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
- Show/Hide Rules: Sets up a conditional logic to display the field. See Show/Hide Rules for more detail.
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Defect Configuration: The default settings to create a Defect with this field.
See Advanced setup for more details.
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Button
Form Template Button Fields
Button Fields are advanced fields added to a Form Template that make other actions occur.
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Before setting up your Button Field
When adding a Button Field to a Form Template, the following information may be important:
- What should it do? (This is the Name of the Field)
- Is this button only needed when something else happens? (Check the box for Hidden.)
- Is this button only needed when a form is in a certain status? (Set the Form Status.)
- Is this checkbox only for certain teams or zones? (Set the User Zone.)
New Subform and Refresh Subform
The most common Button fields used are the New Subform or Refresh Subform fields.
One will create a linked subform - the other will refresh information from linked subforms.
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Name: The name of the button.
- IE - “Create Site Diary”.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill from: Not applicable for this field.
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Action*: Only applicable for New Subform. Select the form template used to create the subform.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
Open Defects
When creating a Defect from a Form Template field, keep in mind that once an Open Defect is created for a Plant, additional defects cannot be created until the initial defect has been resolved.
Button and QR Codes
Button Fields are advanced elements of a Form Template. Contact Prestartr Support for assistance using a Button Field.
There are two QR Code button fields: Job and External Form.
A QR Code Job field is used for scanning in and out of a Job.
QR Code Job
When setting up this button field, it is required to set up two other fields first:
- Job Combo Box Field
- Date Time Field
When adding the QR Code Job field after, it will link automatically to the Job and Date Time Fields.
A QR Code External Form field is used to give access to 3rd parties, such as contractors, to your Prestartr form.
Setting up the External Form field requires you enable Sharing on the form template.
Label
Form Template Label Fields
Label Fields are critical layout and organizational fields to add to a Form Template.
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Setting up Label Fields
When adding one of the Label Fields to a Form Template, the following information may be important:
- Is it a Header, a Label?
(Headers can be collapsed, labels display text, and a Score is a legacy feature for specific clients.) - Is this only needed when something else happens?
(Check the box for Hidden.) - Is this checkbox only needed when a form is in a certain status?
(Set the Form Status.) - Is this checkbox only for certain teams or zones? (Set the User Zone.)
Basic Setup
The Header and Label field have the same setup.
- Name: The name of Header of Label.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill from: Not applicable for this field.
- Onchange: Not applicable for this field.
- Mandatory: Not applicable for this field.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
Checkbox Field
Form Template Checkbox Field
Checkbox Fields are some of the most common and useful fields to add to a Form Template.
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Before setting up your Checkbox Field
When adding a Question Field to a Form Template, the following information may be important:
- What is the checkbox?
(This is the Name of the Field) - Is the checkbox mandatory?
(Check the box for Mandatory.) - Is this checkbox only needed when something else happens?
(Check the box for Hidden.)- Does this checkbox need to reveal other hidden fields?
(Check Show/Hide Rules.)
- Does this checkbox need to reveal other hidden fields?
- Is this checkbox only needed when a form is in a certain status?
(Set the Form Status.) - Is this checkbox only for certain teams or zones?
(Set the User Zone.) - Does this checkbox raise a defect?
(Set the Defect Configuration.)
Basic Setup
The Checkbox field is singular in its category.
- Name: The name of the Checkbox.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill from: Not applicable for this field.
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
- Show/Hide Rules: Sets up a conditional logic to display the field. See Show/Hide Rules for more detail.
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Defect Configuration: The default settings to create a Defect with this field.
See Advanced setup for more details.
Advanced Setup
When setting up a Question Field, the advanced options include the following:
- Onchange
- Show/Hide
- Defect Configuration
The Onchange field is only used when assisted by Prestartr Support. If you have a form template that we have created that uses this field, contact support for assistance with editing that field.
See our documentation for Show/Hide Rules to learn how to setup this for fields on a Form Template.
The Defect Configuration settings is where can determine the default options when using this question to create a Defect.
The Edit Defect Configuration menu has selections for the following fields:
-
Defect Priority:
Select from Very Low to Very High. -
Defect Type
These are set from the Defect Types section of the Catalogue. -
Defect Photos Field:
Select a matching Photos field from this template to upload to the created Defect. -
Defect Comments Field:
Select a matching Text field from this template to upload to the created Defect.
Open Defects
When creating a Defect from a Form Template field, keep in mind that once an Open Defect is created for a Plant, additional defects cannot be created until the initial defect has been resolved.
Formula
Form Template Formula Field
The Formula Fields are advanced fields that can be added to a Form Template.
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Before setting up your Formula Field
When adding a Formula Field to a Form Template, the following information may be important:
- What is the result?
(This is the Name of the Field) - Is this result only needed when something else happens? (Check the box for Hidden.)
- Is this result only needed when a form is in a certain status? (Set the Form Status.)
- Is this result only for certain teams or zones?
(Set the User Zone.)
Setup
The Formula field has four methods of operation.
Normal - Total Hours - Rate - Rate Allowance Amount.
- Name: The name of the calculated result.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields and for Normal Operation calculations.
- Position: The order your field display.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
Normal Operation function like a traditional formula - ((X + Y)Z)). It uses the Label text to point to the right numbers.
Total Hours requires the use of Date Time fields and Duration fields to produce a total sum.
Rate and Rate Allowance both use Date Time and a Sales Service combo box field to produce their calculation.
Contact Prestartr Support for assistance with these fields.
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Before setting up your Dependant Field
When adding a Dependant Field to a Form Template, the following information is important:
Dependant fields are only used with the Work Order Task Combo Box field.
It has two properties available:
Estimated Duration and Remaining Estimated. Duration.
A Dependant Field is an advanced field in Prestartr - please contact support for assistance with implementing one into a form template.
Signature
Form Template Signature Field
Signature Fields are some of the most common and useful fields to add to a Form Template.
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Before setting up your Signature Field
When adding a Signature Field to a Form Template, the following information may be important:
- Who is intended to sign?
(This is the Name of the Field) - Is the signature mandatory?
(Check the box for Mandatory.) - Is this signature only needed when something else happens?
(Check the box for Hidden.) - Is this signature only needed when a form is in a certain status?
(Set the Form Status.) - Is this signature only for certain teams or zones? (Set the User Zone.)
Basic Setup
The signature field is singular in its category.
- Name: Who is signing.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill from: Not applicable for this field.
- Onchange: Not applicable for this field.
- Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
Risk
Form Template Risk Field
Risk Fields are advanced fields to add to a Form Template.
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Before setting up your Risk Field
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When adding a Risk Field to a Form Template, the following information may be important:
- Have you set up the following:
- Risk Categories
- Risk Types
- Activities
- Control Measures
- Should the field prefill from another field?
- Is the field mandatory?
(Check the box for Mandatory.) - Is this field only needed when a form is in a certain status?
(Set the Form Status.) - Is this checkbox only for certain teams or zones? (Set the User Zone.)
Basic Setup
The Checkbox field is singular in its category.
- Name: The name of the Checkbox.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill from: Prefill with responses from another field on the template.
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Select Risk: The specific risk from the Risk Register.
- Allow Editing Checkboxes: Enable or disable the ability to edit the initial risk, control measure, residual risk, and Responsible fields on the form.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
Table
Form Template Table Field
The Table field is used for Attendance Registers on Site Prestarts.
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Before setting up your Attendance Table
When adding a Attendance Field to a Form Template, the following information is required:
- Job Combo Box
- Date and Time
- QR Code (Jobs) Button
Edit, Duplicate, and Delete a Field
You can Edit a field added to the template by clicking the Edit pencil icon.
You can Duplicate a field added to the template by clicking the Duplicate icon - the two overlapping squares.
You can Delete a field added to the template by clicking the Delete rubbish icon.