Forms
Build digital forms for inspections, prestarts, site diaries and reports, collect your crew's responses, and turn them into follow-up work, notifications and PDFs.
Forms replace the paper and spreadsheet forms your crews fill in on site: prestart checks, safety inspections, daily diaries, incident reports and sign-offs. You build a form once, your team fills it in on the web or in the mobile app, and every response lands in one place where you can check it, assign follow-up, and print it.
You find forms under Work → Field in the sidebar. The page has four tabs:
| Tab | What it shows | Who sees it |
|---|---|---|
| Responses | Every submission from every form, newest first, plus saved views | Everyone who can open Field |
| Builder | The list of forms, where you create and edit them | People with the form-management permission (Owners, Admins and Managers by default) |
| In Progress | Drafts you have saved but not submitted. Managers can switch to All to see everyone's drafts | Everyone |
| Assigned | Submissions assigned to you, or waiting for someone in your role or group to claim | Everyone |
Build a form
- Build a form: create a form, add and arrange fields, preview, save and publish, and restore an earlier version.
- Field types: what each field in the builder captures and the settings it has.
- Show or hide fields: show a question or a whole section only when an earlier answer calls for it.
- Add a calculated field: work out totals, durations and labels from other answers.
- Capture map data: let crews drop points and draw lines and areas on a map.
- Build a form with Milo: describe a form, or upload an existing one, and let Milo draft it.
- Control form access: choose which roles, people and worker tags can use a form, or which roles and people can fill in a section.
Work with responses
- Review submissions: find, open, edit, assign, tag, archive and download submissions, and work through your own drafts and assignments.
- Set up views: see a form's submissions as a table, calendar, board, timeline, gallery or map.
- Link forms together: copy answers from one form into another, and raise a follow-up form automatically.
- Automate with workflows: send emails and webhooks, assign and tag submissions, and create follow-up submissions when a form is submitted.
Print submissions
- Customize print formatting: design the PDF a submission prints as, with the built-in editor.
- Upload a Word template: print from your own Word document instead.
- Merge tag reference: every tag and modifier you can use in a Word template.
Forms also feed other parts of Assignar Pay: your crew can fill in dockets on a form (see Review dockets), and workpacks attach published forms to their checkpoints (see Workpacks).