Formitize User Guide

To attach a Brochure to a PDF Report, you need to have a Form Action to have an attachment send with PDF Report. To have different brochures send you will n...

Object names are a unique identifier given to each field in a form template. The object names are also referenced when performing various actions with field...

This calculation needs certain things to be completed in the form fields in order to work. Object names of target fields: Start Time = [startTime] Finis...

This calculation needs certain things to be completed in the form fields in order to work. Object names of target fields: Start Time = [startTime_1] ...

Overtime calculations are used alongside time calculations within 24 hours. This function utilises the normal "Start Time" and "Finish Time&...

To have a Lead created upon a form submission, this will need to be created as a Form Action. Before you can create the Lead you will need to also create a ...

To add a Cover Page to your Form Templates in your Web Portal, go to Forms > Existing Templates > Select the Edit Arrow for the Form Template > PDF...

Form Permissions are permission settings that are set for a specific Form Template. To add / edit the permissions for a form, in the Web Portal go to Fo...

In the Web Portal, you can go to Forms > Submitted Forms, and in the list there is a column called Job ID. You can see here what forms and jobs are conne...

In order to have a form or webform create a new job with the details of a new contact / customer, you will need to add Form Actions to the form that will be...