How Do I Deploy a Custom Form?

This article provides the steps required to deploy a Custom Form into your system. 

📌 Note: Deploying Your Form

The Deploy function is account specific. The Deploy button can be enabled on your account upon request. To have it enabled, contact support@inspectpoint.com.

Before requesting, please note: Enabling the Deploy button grants access to deploy custom forms to anyone with an Admin login on your account.

If you prefer to keep the Deploy button disabled, our support team can deploy the form on your behalf. When reaching out, please let us know:

• Is this form replacing an existing form?
  • Yes — Please specify the assembly for the form being replaced. In most cases this is already preset, so you can simply confirm that the existing assembly should remain as-is.
  • No — This will be a brand new form. Please let us know what you would like the assembly type to be, and we can customize it for you.

Contact support at support@inspectpoint.com to get started.

For more details on this procedure, refer to the How to Deploy a Custom Form article.

1. Select Deploy or Save & Deploy (dependent upon if changes to the template have been saved) on the Define Templates page).

2. Select an Assembly Type.

Note: You can also select the Add a New Assembly Type option to add a new Assembly Type.

3. If the selected Assembly Type is included in an Account, The Default Frequencies for the Assembly will be available using the Load Default Frequencies button.

Note: If there are no Default Frequencies established for an Account, the Default Frequencies button for that Account will not be enabled and the label will read No Default Frequencies

4. Select the Load Default Frequencies button for the selected Assembly.

5. Select the Account(s) in which to deploy the form.

Note: You can also use the Select All checkbox to deploy the form to all Accounts

Note: The Filter option allows you to filter Accounts by name.

6. Select the Deploy button.

7. The form is deployed to the selected Account(s).

Note: If you select more than one Account when you deploy the form, any Default Frequencies will be transferred to all selected Accounts. For Example,  If you select both Accounts above and then deploy the form, the TVWD Test Account will then include the Default Frequencies from the Fire & Life Safety Inc. Account the next time the form is accessed.

Refer to FormLink Best Practices for other helpful information regarding your FormLink software.

FormLink User Tips

The following browsing guidelines should be followed for optimum performance when using FormLink on your personal device.

• FormLink should be accessed using recent versions of modern mainstream browsers. This includes Mozilla FireFox, Google Chrome, Microsoft Edge (Chromium) and Safari on iOS.
• Always access the FormLink login page using the URL that is available on FormLink's website, or a bookmark created from that URL. The bookmark may be needed to access FormLink in remote areas without internet access.
• Always Disable Private or Incognito mode on your device.
• Do not clear browser history or cache.

• Devices should have automatic updates disabled. Updates can be applied after ensuring all locations and forms have been uploaded to the server.  In some cases, updates can clear the browser storage and cause a loss of data.