Site App Pro's Form Builder lets you create custom forms from scratch — tailored to your sites, workflows, and compliance requirements. This article walks you through manually building a form, adding fields, and organising your content before it's ready to publish.
We also have an AI Form Building Assistant which can help you build forms fast. Learn more here if you're interested.
Before You Begin
You will need:
Admin, Internal Auditor or Manager access to the Site App Pro Admin Console
A clear idea of what information the form needs to capture
Tip: Sketch out your form sections and fields before building. It's quicker to organise your structure on paper first than to reorder fields in the builder.
Step 1: Open the Form Builder
Log in to the Admin Console.
Go to Forms in the main navigation.
Click + Add Form.
Enter a Form Name.
Enter the Form Category
Form Categories
Form Categories are used to categorise the forms you are using for Reporting purposes.
Here are some Common Forms and their categories:
For a Training Form, select Training
For Incident Forms, choose Incidents
To link this to your Visitor Register QR Code, choose Visitor Register
A Pre-Start would be Start of Day
A Risk Assessment would be Hazard Analysis
Equipment Inspection would be Inspection Reporting
Step 2: Add Sections
Sections group related fields together and make long forms easier to navigate on mobile.
Click Section Header
Enter a Section Title (e.g. Site Details, Hazard Assessment, Sign Off).
Repeat for each logical grouping your form requires.
Choose if this is a Repeating Section
A repeating sections allows users to repeat that section of questions. For example a Risk Assessment with multiple job steps. Each section outlining the risks associated with one Job Step.
Or, a Form Signoff. Repeating this section allows multiple people to select their name and enter their signature.
Tip: A well-structured form improves completion rates in the field. Keep each section focused on a single topic.
Step 3: Add Questions to Each Section
A question is a field that can be directly interacted with by a User or staff member.
Click Question to add a question
Choose a Answer Type from the available options
Here are some examples:
Field Type | Best Used For |
Short Text | Names, locations, brief notes |
Long Text | Descriptions, observations, comments |
Numeric | Quantities, measurements, counts |
Date / Time | Inspection dates, incident times |
Multi-Choice | Predefined single-choice answers |
Multi-Choice Multi-Select | Multiple selections from a list |
Yes / No (+Reason) | Pass/fail, compliant/non-compliant |
Signature Capture | Sign-off and acknowledgement fields |
Add Image | Site photos, evidence capture |
Enter a Question text (this is what the user sees on the form).
Toggle Required on if the field must be completed before submission.
Repeat for each question in this question.
Here's a Common Example - A form Sign Off
This section is built of Two Questions.,
Step 4: Set Up Conditional Questions
Conditional Questions shows or hides fields based on a user's answer — keeping forms clean and relevant.
Click Conditional Section
Choose the Answer Type (e.g. Checkbox, Yes/No, or Multi-Choice)
Set the Trigger (e.g. If answer is Yes).
Example: If a Yes / No question asks "Was an incident observed?", you can set the following questions to only appear when the answer is Yes — such as incident description, photo upload, and supervisor signature.
All questions beneath the Conditional Section are hidden until triggered.
Step 6: Review and Save Your Form
Scroll through each section to check question order, and required toggles.
Use the Preview option to see the form as a user would on mobile.
Make any adjustments needed.
Click Save as Draft when you are satisfied with the structure.
Note: Saving as a draft does not publish the form. Your team will not see it until it has been published and assigned. See Publishing and Assigning Forms for next steps.