Forms Features

Build powerful custom forms for your construction operations including safety inspections, daily site reports, equipment checklists, incident reports, and more. The Forms feature provides a visual form builder, multiple viewing options, automated workflows, and AI-powered form generation.

Core Forms Features

Form Builder

Create professional forms using the visual drag-and-drop builder. Learn how to:

• Design forms with 20+ field types
• Organize fields into sections
• Configure field validation and requirements
• Set up default values and placeholders

Field Types

Understand all available field types for capturing different kinds of data:

• Input fields (text, numbers, dates)
• Selection fields (dropdowns, checkboxes, radio buttons)
• Special fields (signatures, file uploads, tables)
• Resource fields (projects, clients, workers)

Conditional Logic

Make forms dynamic with show/hide rules based on user responses:

• Create visibility conditions for fields and sections
• Build complex logic with AND/OR operators
• Test conditional rules before publishing

Views

Visualize form submissions in multiple formats:

• Table View for spreadsheet-style data management
• Calendar View for date-based entries
• Kanban View for status-based workflows
• Gantt View for timeline visualization
• Gallery View for image-focused submissions

Submissions

Manage form responses and collected data:

• View, filter, and search submissions
• Export data to CSV or PDF
• Track submission locations (geolocation)
• Assign submissions to team members

Workflows

Automate actions when forms are submitted:

• Send email notifications
• Post to external webhooks
• Trigger based on conditions
• Chain multiple actions together

Document Templates

Generate professional documents from form submissions:

• Create templates with field placeholders
• Generate PDFs automatically
• Customize document layouts
• Include signatures and images

AI Form Generator

Create forms quickly using natural language descriptions:

• Describe your form requirements in plain English
• AI generates appropriate fields and structure
• Choose from domain-specific agents (safety, HR, surveys)
• Customize generated forms as needed

Permissions

Control who can access and submit forms:

• Set form-level access restrictions
• Assign forms to specific roles or users
• Manage submission visibility
• Configure editing permissions

Getting Started

New to Forms in Assignar Pay? Follow this sequence:

1. Form Builder - Learn the basics of creating your first form
2. Field Types - Understand which fields to use for different data
3. Conditional Logic - Add dynamic behavior to your forms
4. Submissions - Learn how to manage collected responses
5. Workflows - Set up automation for your forms

Integration with Other Features

Forms integrate seamlessly with:

• Projects - Link form submissions to specific projects
• Workers - Reference workers in form fields
• Timesheets - Connect field reports to timesheet data
• Cost Codes - Include cost code selections in forms

Common Use Cases

Safety & Compliance

• Daily safety inspections
• Pre-start checklists
• Incident/accident reports
• Hazard identification forms
• Toolbox talk attendance

Site Operations

• Daily site diaries
• Progress reports
• Quality inspections
• Equipment inspections
• Material delivery receipts

Human Resources

• Employee onboarding forms
• Training acknowledgments
• Leave requests
• Performance reviews
• Exit interviews

Administrative

• Client feedback surveys
• Supplier evaluations
• Meeting minutes
• Change order requests
• Variation claim forms

Best Practices

• Start simple: Begin with basic forms and add complexity as needed
• Use sections: Group related fields into sections for better organization
• Add validation: Set required fields and validation rules to ensure data quality
• Test before publishing: Preview forms and test all conditional logic
• Use templates: Save common form structures as templates for reuse
• Set up workflows: Automate notifications and data routing
• Review submissions regularly: Monitor form data and adjust forms as needed

Form Workflow

The typical form lifecycle in Assignar Pay:

1. Design - Create form structure using the form builder
2. Configure - Add conditional logic, permissions, and workflows
3. Test - Preview and test the form with sample data
4. Publish - Make the form available to your team
5. Collect - Team members submit form responses
6. Review - Manage and analyze submissions
7. Export - Generate reports or documents from data

Need Help?

If you can't find what you're looking for:

• Check the troubleshooting sections in each feature guide
• Review the Permissions guide for access issues
• Contact support for specific technical issues or customization needs