How to Customise Your Forms

You can customise your forms to fit the specific requirements of your business by editing existing questions or adding new ones as necessary.

It is common for businesses to customise the standard Site App Pro forms. We provide templates that feature common talking points as a starting point, but you can tailor any form to your specific industry.

How to Edit an Existing Form's Settings

This allows you to change a form's name, its schedule, or which User Groups can see it.

1. Log in to the Admin Console (Computer).
2. Click Forms in the main menu.

3. Find the form you want to edit and click the pencil icon next to it.

   From this screen, you can edit the form's main settings, such as:

   • The Form Name
   • The Form Schedule (if it's a scheduled form)
   • The User Groups this form relates to
4. When you have made the desired changes, click the SAVE button.

Editing Questions Within a Form

From the same form settings page, scroll down to the Form Design section to edit the questions.

How to Edit an Existing Question

1. Click on a Question to expand it and see the full view.
2. Click on the Question Text to delete it or add to it.
3. Click on the Prompt to edit the instructional text.

4. Click on the Answer Type to select from many different options, such as Short Text, Yes/No, or Checkbox.

   

5. Use the bin icon to delete the question or the square icon to duplicate it. A duplicated question will appear below the original.

   

How to Add a New Question

1. Click on the + Add Question icon at the bottom of the Form Design section.

   

2. Type in your Question Text

   

3. Add a Prompt if needed (e.g., "Task complete or done?").
4. Change the Answer Type. Site App Pro has over 40 answer types, including common ones like Checkbox, Short Text, Yes/No, and Multiple-choice, as well as options to pick from a list of Staff, Equipment, or Resources.
5. If you want to make your question compulsory, make sure the "Required" toggle is enabled (it will show as orange).