This article provides the steps required to Create a New Custom Form.
For more details on this procedure, refer to the Define Templates article.
Note: When editing or creating new templates, it is highly recommended that you include a version number in the template name to help identify the template and to reduce the chance of unintentionally changing an older version of the form. For example, you could use (templatename1.0, templatename1.1, templatename1.2) etc,.
1. From the Configuration page, select Custom Forms.
2. Select New.
3. The Define Templates page displays the available options you can use when building your forms.
4. Enter a Name for the form.
Note: For more information about the other options on this page, refer to Create a New Custom Form.
5. Save the Form.
6. Select Edit on the Define Templates screen.
7. Build the new form by creating and adding sections and fields to the template.
9. The associated fields for each Section Type can also be added to the form:
- Add fields to Standard Section
- Add fields to Fixed Table Section
- Add fields to an Expanding Table Section
- Add fields to a Pump Curve Section
10. Save the template.
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.