Formitize User Guide

The Drawing Tool icons should at least be 32 - 50 pixels in height and width, and do not need to be larger than 100 pixels height and width. They will be re...

Repeatables can be used if there are subsections within the form that you would like to have optionally repeated when filling out the form (for example: the...

Tables are used for sorting various field elements / information that is related together into a clean table-like style. They are especially good for creati...

In the Form Builder, when you drag and drop the CRM Client element onto the form, it creates a field that will allow you so run a search through your Contac...

In the Form Builder, you can add a CRM Location, which will allow you to search the Locations within the CRM database for any information relating to the lo...

In the Form Builder, you can place a CRM Zone field in your form that will use Zone data that is related to a Location. This works most effectively if y...

If you'd like a client's contact information to be updated when a user fills out a form via the App or Web Portal, then you can use the Update CRM C...

With a Create CRM Task action set up for your form, you can use the form to create a new Task in your Web Portal for nominated Users to be able to view when...

If you would like to be able to update your Assets when you submit a new form, then you can do this by adding an Update Asset Action to the form template. ...

Setting up a Workflow allows you to use your Form in an automated multi-stage process, and by using the Update Workflow Action you can set up the form so th...