Table of Contents
The Forms Dashboard
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Forms Dashboard is where users to manage, create, edit, and organize forms efficiently.
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The Forms Dashboard Explained
There are four major areas of the dashboard:
- Sidebar Navigation- this is where Groups and Form Options are located.
- Header- this is where you can Import and Add New form.
- Search and Filter - This is where you can Search and Filter the visible forms.
- Form list - this is where your created forms are displayed.
Further details of each section are explained in following tabs.
Sidebar Navigation
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All FormsDisplays all available forms within the system.
Forms OptionsAdditional settings and configurations for form management. This is covered in the section below - Form Options.
FavouritesQuick access to frequently used forms or templates.
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 Prestartr Support Tip: |
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Forms List
Forms List |
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The Forms list will display all forms that have been created both past and present. The columns of the forms list is changeable - if your forms list doesn't look the same as the example, check the Column Selector. Sorting of the columns is done by clicking on the arrow next to the column name. |
Top Navigation Items
%20(1).png) Import / ExportUpload or download forms for external use.
Contact Prestartr Support for assistance with importing Form Templates. New FormCreate a new form from scratch. FavoriteMark a form as a favorite for easy access. Column SelectorSort and select which columns are visible. |
Search & Filters
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Search Bar
Find specific forms by name or keyword.
Filter
Refine results based on criteria (e.g., status, creator).
Form Options
The Form Options area lets you tweak how forms work and look when exporting to PDF or setting up your dashboard.
There are two key sections: PDF Export and Dashboard Configuration.
PDF Export
The PDF Export section is where customization of the appearance and branding of exported PDF forms happens.
These settings help ensure that exported PDFs align with company branding and readability standards.
You can edit and configure the following areas of exported PDFs:
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- Logo
- Header/Footer Divider Colour
- Table Colours
- Table Header Text Colour
- Table Body Label Background Colour
- Table Body Label Text Colour
- Table Border Colour
- Table Border Width
- Show Form Name in Header
Dashboard Configuration
The Dashboard Configuration section lets you control what forms and modules appear on your dashboard in Field.
By setting up your dashboard properly, you’ll have quick access to the forms and modules that matter most to your work.
Exporting Forms
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Import/Export
The instructions for exporting a Report or Register are available in the tabs next to these instruction.
Please contact Prestartr Support for assistance with importing individual forms or form templates.
Report
The Export as Report functionality will produce an XLXS file of the visible forms on the dashboard.
The resulting file with have a workbook tab per Form Template.
Each workbook will display the following:
- Name
- Date Created
- Status
- Form Group
- Created By
- Linked Table
- Linked To
- Zone
After this standard data it will then list the individual fields per the Form Template
Register
Before exporting a Form Register, ensure you have setup the Form Template Register fields.
See Manage a Form Template Register for more details.
To export a Register of a specific form template do the following:
- Select the Form Template
- Set the Start and End dates
- Select the related entity - Job, Timesheet, Invoice etc
- Click either Export as PDF or Export as Excel