Formitize User Guide

A Job Type can be created as an action in a Form. In the Web Portal go to Forms > Existing Templates > Edit Arrow for an existing Form or Create a...

A task can be created by a from when it is setup under Actions in the Form Builder.  In the Web Portal, go to Forms > Existing Templates > Edit Ar...

Yes, you can create as many actions as you like in a Form.  What are Form Actions? What actions can be triggered from a Submitted Webform?

Form conditions are rules set to automatically Trigger your Form Actions. It will pull against the different form field names. You are able to have multiple...

Currently, the signature box is not adjustable in size.

To have an attachment on your report notification email this can be done in the Form Template Settings. In the Web Portal, go to Forms > Existing Tem...

To make attachments available within a form PDF you can add it in the Form Template settings. In the Web Portal, go to Forms > Existing Templates >...

If you have just one action associated with a form, naming the action tab can still be beneficial as a descriptive name allows you to recognise the actions ...

You can edit the settings for dropdown or other multiple choice questions in your form, so that the User completing the form can add new options to the mult...

When adding Zones into to a form you need to ensure that you are adding in the CRM Zone element from the CRM section of the Toolbox in the Form Builder rath...