Overview 

Attaching a form to a plan makes sure the field team has the right form ready when they carry out the planned work. While creating a plan you can add a form from the list, edit it to fit the job, and save it with the plan. This keeps data collection consistent, because the correct form travels with the plan rather than being chosen ad hoc later. 

Before You Start

You need access to the Plans area and permission to create plans. Make sure the form you want to attach already exists, and know how it should be tailored for the work. 

How to Add a Form to a Plan

1. In the left navigation menu of FieldPie, select Plans. 

2. Click the Create New Schedule icon, scroll to the bottom of the form, and select Add Form. 

3. Select a form from the list. 

4. Click the + icon to edit the form. 

5. Save the form. 

6. Click Save to apply your form to the plan. 

Tips and Things to Know

• Attaching the form to the plan keeps data collection consistent on the day. 

• Use the + icon to tailor the form before saving it with the plan. 

• The form must already exist to appear in the list—create it under Forms first if needed. 

• Recurring plans can carry a form too, so every occurrence includes it. 

Frequently Asked Questions