The Forms detail page enables full data review of all form types on the project that you have visibility of.

Filters

Filter the visible forms in the left hand panel.  These are the same filters as seen in the Overview.


Form Commands

The commands to create new forms, work with form data and save settings are shown above.

Search the forms for:

Note:  In addition, the Form Contents can be searched for using the Project Search button.

Clear

Clears the current search.

Form Actions

Add

Add a new instance of the selected form type.  Although it is possible to list multiple Form types in the main panel, please note the Add new button will only work when a single form type is selected.

All forms created via the web are Geolocated, and appear on the Map view with a location dependant on either:

  1. Your machine network IP, if details are available,
  2. Your Project Location, if set.

If neither of these are set, forms will not be Geolocated and will not appear on the Map View.

Distribute

Distribute all the currently selected forms in a single distribution, without needing to open each form in turn.  Only support v2 Forms.

Comments

View unread comments on the forms listed.  The button is only active when there are unread comments for you to review.

Options

Save Layout

 The construction form detail filter can be resized and table columns can be resized and reordered.

To resize the construction form detail filter, point the cursor on the edge of the filter until it becomes a horizontal resize cursor and then press and drag the width of the filter.

To resize a column, point the cursor on the edge of the column heading you want to resize until it becomes a horizontal resize cursor and then press and drag the width of the column.

To reorder columns, point your cursor on the column heading you want to move until it becomes a move cursor and then drag the column to another location.

Click Save Layout to save your changes.

Map View

 Form instances are highlighted on the map, please refer to the Overview Map View section for details.

Reports

Report and data extraction tools for the currently filtered forms. 

Form Contents Table 

Downloads an Excel report of the currently selected forms.  The contents of all the fields in the form are included, with the different revisions of the form displayed in separate tabs. 

Please note that a large selection of forms may well will take a long time to be generated. 

Batch Forms 

This report turns the currently selected instances of the form into a PDF and downloads them into a zip folder.   

Please note that a large selection of forms may well will take a long time to be generated. 

Batch Backgrounds (FormBuilder 2 forms only)

Turns the form, its content and customised background into a PDF document. 

Images

View the Pin Images for the currently selected forms and add any required tags that can be searched for.  

Enter any tags you would like, separated by a comma, for each image in the image gallery.  Note: Photo tags can also be updated via the 'Photos' column or 'Images' button.

Forms that contain images can be opened directly from the form link at the bottom of each photo.

Images can also be downloaded from the image viewer with the download link.

Form Details Table

The main form details panel shows all information about the forms in the table view.  Column data is only populated if that value is defined to be used in the form.  Refer to FormBuilder v2 for details of form design.

The columns of the table can be configured with a right click over the column headers and selecting which columns to display.  

You can also adjust the width of the columns by dragging the column edge.

Use the save layout button to keep any changes you make.

Detail Columns

The following columns are available:

Edit/View

Four buttons are available:

Edit  - Open and edit the form.

Print Form Layout  - Download a PDF print of the form as it looks to the user during execution.

Print Custom Form Layout  - Download a PDF print of the form as it is defined in the default definition of the Print Designer (if there is one).

WebGL  - For objects in CBXS files, opens the WebGL viewer cantered around the objects the form is connected to.

Comments

 Click to open the comments panel to view and add comments to the form.

Enter your text in the comments panel and click add comment to save.

Linked Forms

 Displays the parent-child/child-parent relationship between the forms.

If a form is linked to another form, a count will be displayed next to the linked forms icon. 

Counts are colour coded depending on the status of linked forms.

This is where you can see a list of all forms linked and their statuses, the parent forms, the child forms and the relationship in a visual format:


 Switch to the graphics view of the same with the viewer button.  Select any of the form boxes to open them directly.


 Switch to any other form of the currently viewed form type with the select drop down.


You can also see the linked forms when viewing or editing a form. The links are located at the bottom of the container. 

Forms can be linked from the Links tab:

...or from the bottom of form containers:

Distributions

An audit log of all distributions of that form, including cc.

Ref

Unique sequential form reference number for that form type.  Each form type increments from 1-999999.

Description

Form description as defined in the form schema, shown in normal font for ongoing and complete forms.

Deleted and Non-Created forms are shown in Italics font.

Created Date

Date and time of form instance creation.

Created By

Name of user who created the form instance.  Always populated regardless of form design.

Created By Company

Name of the company that the user who created the form instance is from.  

Status

Current status of the form.  The Status of a form is also indicated with colours when referenced in other areas of the system

Update Date

The date the last stage was signed off, including both stage and completion sign offs.

Update By

Name of user who last signed off the form, including both stage and completion sign offs.

Due Date

The target Due Date value of the form. 

User

Name of user the form is currently assigned to.

Company

Name of the company that the currently assigned user is from.

Drawing

Reference number of the 2D drawing that the form was raised on, if applicable.  A pin is placed in the drawing in Onsite.

Pin image

The Pin Image of the form when created in Insight or Onsite.

Photos

Link to see attachments and photos in the form.

Close

Forms can be moved to complete by a superuser in order to override the normal workflow defined in the form.  The superuser's name and the date will be populated in the 'complete by' and 'date' columns for that form instance.

Note: completing the form this way will lock all containers as ready-only and it cannot be edited.

Form Locations

Building/Level/Room/Department

The Location Data of the form.  This will be populated as defined in the Location Data configuration and the Form definition.  The Use Friendly Location Names option will determine what the columns will be called.