Learn how to create forms by following these simple steps. For further explanation of each of the checklist item types, consider reading this article.
Access the Catalog List:
Navigate to the Catalog list from the sidebar menu.
Select Forms:
Go to the "Forms" section to manage forms.
Create a New Form:
Click the "New" button to start setting up a new form.
Enter Form Details:
Input the form name and description.
If you want the checklist to be automatically set as mandatory when adding it into an entity, select the Required field.
Set Form Requirements:
To make the checklist mandatory when adding it to an entity, check the "Required" field.
To restrict completion to the mobile application only, select the appropriate option.
Configure Follow-Up Work Orders:
Create follow-up WO for each form item: A separate work order will be created for each form item.
Create only one follow-up WO for the entire form: A single work order will include all form items.
Do not create follow-up WO: No work orders will be generated regardless of form item outcomes.
Add Form Items:
Scroll to the Items section.
On the right side, locate the list of available item types (e.g. Single Line of Text, Yes/No, Date, Subtask, etc.).
Add an item to the form by:
Clicking the item type, or
Dragging and dropping it into the Items list.
Configure a Form Item
Click on the item you added in the list.
Update the item details such as Name, Type, Description and Required.
Add any relevant documents to the item.
Add Conditions To Form Items
Click + Add Rule or + Add Condition to start defining logic.
Each rule consists of two parts:
If → Choose the field and condition.
Then → Select what should happen: Hide, Require, or Disable.
By default, the field is always shown unless a condition triggers a change.
Choose the Trigger Field
Under If, open the dropdown and select one of your existing custom fields.
Next, choose the operator (e.g., Equals, Not Equals) and enter the value that activates the condition.
Example from the screenshot:
If: Equip personal protective gear and check work area safety → Is equal to → On Hold
Select the Action (Hide, Require, or Disable)
Under Then, choose what should happen when the condition is met:
Hide → The field is not visible on the form
Require → The user must fill in the field
Disable → The field becomes non-editable
This allows you to create adaptive forms that respond to user selections.
Add Multiple Conditions (AND / OR Logic)
You can define several conditions for a single field:
Multiple conditions within one rule use AND logic
→ All conditions must be met for the action to trigger.
Multiple rules use OR logic
→ If any rule is satisfied, the action will apply.
This gives you full control over complex visibility and validation behavior.
Save Your Conditions
When you're finished configuring your logic, click Save to apply the changes.
Your field will now behave dynamically based on the conditions you've created.
Finalize the Form:
After adding all checklist items, click "Save" to add the form to the list.
