Forms
This tool is extremely customizable, used to capture everything from equipment inspections, to incident reports, to temperature readings, the Forms tool can do it all.
By Kristal and 3 others4 authors51 articles
- Form Templates — Per-Question "Fail Form When…" Rule - User GuideAny question in a form template can now have a rule-based "Fail form when…" condition that marks a submission Failed, decoupled from the Reason for Failure field.
- Forms — View Entries (Web) - User GuideThe Forms View Entries page now has a template cards queue, a redesigned submissions table, three export options, and a right drawer for reviewing or editing submissions.
- Form Image Sizing (Mobile) - User Guide
- Form Image Sizing (Web) - User Guide
- How Do I Create a New Form
- How Do I Select a Different Question Type When Building a Form
- How Do I Make a Form Question Required
- How Do I Link Inspection Failures to an Asset
- How Do I Set When a Question is Visible in a Form
- How Do I Allow Field Users Add Photo and Videos to Forms
- How Do I Bulk Edit Form Questions
- How Do I Create a Custom PDF for Forms
- How Do I Organize Forms into Folders
- How Do I Configure the PDF Report Footer
- How Do I Configure the PDF Report Header
- How Do I Prepopulate Information in my Form?
- How Do I Use Form Section Settings
- How Do I Use Form Question Settings
- How Do I Use Form Questions
- How Do I Use Form Question Logic
- How Do I Use Form Settings
- How Do I Edit Form SettingsForms can be accessed and used through mobile and web app. There are different settings to choose from to customize its functionality.
- How Do I Edit My Forms PDF Report
- How Do I Create Follow Up Task From a Form
- How Do I Send Notifications from a Form
- How Do I Add Additional Information to a Form Question
- I Can't Find My Forms
- Notification Settings on Forms (a Weekly Open Office Hours Session)This session demonstrates how to set up automated notifications in Redlist forms.
- Collaborative FormsCollaborative Forms in Redlist allow multiple authorized users to work on the same form at the same time.
- Task Completion by Form Submission
- How to set Open Scanners on FormsForms with a scanner-type question can launch scanners automatically on mobile.
- Inline Photo Markup & Attachments in FormsUsers can now edit images on forms.
- How to Add Question Templates to FormsReusable questions are now available on Forms.
- How to Use Rich Text on FormsRich text formatting is now available in Redlist Forms.
- How to Use AI to Build FormsForm building in Redlist is made even more convenient and easier with the use of AI.
- How to Use Date and Time Questions on Forms
- Edit Button on View Entries
- AI on Form Builder and Rich Text Editing (a Weekly Open Office Hours Session)This session introduces Redlist’s AI Form Builder and rich text editing features, which simplify form creation and enhance question formatting for faster, clearer, and more flexible form design.
- Builder — User GuideManage form templates: search by name, edit an existing template, or start a new one.
- Creating a Form TemplatePurpose Use the Builder tab to create and organize a form template. The canvas provides fields for template metadata, sections, and questions, with controls to preview, copy, delete, and save…
- Form Settings: Format Options and OverviewPurpose Select how the form’s generated PDF is produced.
- Form Settings: PDF Format ConfigurationConfigure how a form’s generated PDF is produced, along with related form behaviors and access controls.
- Creating QuestionsThe Question Card is the primary editing interface for individual form questions in the Redlist form builder. The card contains controls for configuring the question's behavior, visibility, validation, and integrations.
- Customizable default values for tasks generated from forms - User Guide
- Submitting Collaborative Forms (Mobile) - User Guide
- Inventory Logic Rules for Form Questions - User Guide
- Multiply / Divide on Numeric Form Questions - User Guide
- Forms - AND/OR Visibility Logic on Form Questions
- Forms - Form Logic for Sections
- Form Builder — Visibility Logic: No Answer Condition
- Form Scanning — Block on Value (Web) - User Guide