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Custom Forms

Custom Forms in safer.plus allow you to create tailored inspection checklists for your specific equipment and processes.

Custom forms are supported by the Inspections module.

Forms on mobile devices

While forms are perfectly usable from the desktop, they work even better on mobile devices!

Use your mobile device to complete forms on the go, include pictures and quickly perform your inspections without setting a foot in the office.

Creating Custom Forms

Form Builder

  • Navigate to Equipment > Custom Forms
  • Click "New Inspection Type"
  • Add form elements from the available field types
  • Configure field properties and validation rules

Available Field Types

Input Fields

  • Single Line Text: For short text entries
  • Multi-line Text: For longer descriptions and notes
  • Number (Integer): For whole numbers (e.g., quantities)
  • Decimal: For precise measurements (e.g., prices, temperatures)
  • Date: For selecting dates only
  • Date and Time: For date and time selection with timezone support

Selection Fields

  • Dropdown Select: Single choice from predefined options
  • Multiple Checkbox: Multiple selections from a list of options
  • Boolean: Yes/no or true/false toggles

Presentation Fields

  • Notice: For displaying informational messages
  • HTML Content: For rich text content and formatted instructions

Field Properties

Common Settings

  • Field Name: Label displayed to users
  • Field Width: Half or full width layout
  • Required Status: Make field mandatory

Type-Specific Options

  • Numbers:

    • Minimum/maximum values
    • Step increments
    • Placeholder text

  • Date/Time:

    • 24-hour format
    • Include/exclude seconds
    • Date-only or date-time mode

  • Multiple Choice:

    • Predefined options
    • Custom checkbox icons
    • Maximum items shown

Using Custom Forms

During Inspections

  • Inspections auto populate forms when the Inspection Type is selected
  • The form definition is saved with the Inspection. If an Inspection Type is changed, existing Inspections will not be affected.

Tip

  • Use appropriate field types for data collection
  • Group related fields together
  • Provide clear labels and placeholders
  • Include helpful notices where needed
  • Test form validation thoroughly

Support

For assistance with custom forms, contact [email protected].