How to Add a Form

Overview 

Adding a form makes an existing form available to fill in against a specific client, capturing the information your team needs. You pick a form from the list, choose the client it applies to, complete its fields, and save. This is the quickest way to put a ready-made form to use without building anything from scratch. 

Before You Start

You need access to the Forms area and permission to work with forms. Make sure the form you want and the client it applies to already exist in FieldPie. 

How to Add a Form

  1. From the left navigation menu, select Forms. 
  1. Click the plus (+) icon in the upper-right corner. 
  1. Select a form from the list. 
  1. Select a client. 
  1. Fill in the form information. 
  1. Click Save to store your form selections and updates. 

Tips and Things to Know

  • Pick the form that matches the data you need to collect for the client. 
  • The form and the client must already exist to appear in the lists. 
  • To build a brand-new form instead, use Create From Scratch. 
  • Saved forms feed into Activities and reporting. 

Frequently Asked Questions

An existing form and a Client/Customer to apply it to; select both, complete the fields, and save.

This adds an existing form. To build one, use the Create From Scratch option.

It’s saved against the Client/Customer and appears in Activities and form reporting.