Digital Forms: Difference between revisions
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Created page with "{| class="wikitable" width="40%" cellpadding="8" |- ! Version | {{{version|Not specified}}} |} = Overview = {{{summary|No summary provided.}}} = Showcase = {{#ask: File:+ |format=carousel |limit=10 |height=400px |slick-dots=1 |slick-autoplay=0 }} {| class="wikitable" width="100%" cellpadding="8" |- ! See Also | {{{See Also| * Forms Library * Forms Dashboard }}}" |
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! Version | {| class="wikitable" width="20%" cellpadding="8" | ||
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! PRS Version | |||
| {{{version|Not specified}}} | | {{{version|Not specified}}} | ||
|} | |} | ||
= | = Creating Forms = | ||
{| class=" | {{TrainingVideo | ||
| title = Digital Forms - Creating a Custom Form | |||
| module = Digital Forms | |||
| duration = 6:03 | |||
| | | updated = April 2026 | ||
| summary = How to build a custom form in PRS from scratch — assigning a code, name, group, and flags, adding required and optional variables, creating mobile and desktop layouts, and setting up a report view. | |||
| videofile = Digital Forms - Creating a Custom Form.mp4 | |||
| transcript = | |||
<div class="ts-entry" data-time="0"><span class="ts-time">0:00</span> <span class="ts-text">Setting up a custom form manually in PRS.</span></div> | |||
<div class="ts-entry" data-time="20"><span class="ts-time">0:20</span> <span class="ts-text">Importing existing forms via Excel spreadsheets.</span></div> | |||
<div class="ts-entry" data-time="38"><span class="ts-time">0:38</span> <span class="ts-text">Entering code, name, and form settings.</span></div> | |||
<div class="ts-entry" data-time="103"><span class="ts-time">1:43</span> <span class="ts-text">Adding required and optional form variables.</span></div> | |||
<div class="ts-entry" data-time="208"><span class="ts-time">3:28</span> <span class="ts-text">Building a mobile layout for on-site workers.</span></div> | |||
<div class="ts-entry" data-time="270"><span class="ts-time">4:30</span> <span class="ts-text">Adding a desktop layout and report view.</span></div> | |||
| keypoints =<br> | |||
* Forms can be set up manually or imported from Excel. | |||
* Each form needs a code, name, category, and group. | |||
* Active, Secure, and Final flags control how a form behaves. | |||
* Required variables must be filled before a form is complete. | |||
* Mobile and desktop layouts can be auto-generated and individually toggled. | |||
* Completed forms feed reports visible from the Forms Dashboard. | |||
| seealso =<br> | |||
* [[Forms Library]] | * [[Forms Library]] | ||
* [[Forms Dashboard]] | * [[Forms Dashboard]] | ||
}} | |||
Latest revision as of 02:07, 6 May 2026
| PRS Version | Not specified |
|---|
Creating Forms
Overview
How to build a custom form in PRS from scratch — assigning a code, name, group, and flags, adding required and optional variables, creating mobile and desktop layouts, and setting up a report view.
✓ Key Points
- Forms can be set up manually or imported from Excel.
- Each form needs a code, name, category, and group.
- Active, Secure, and Final flags control how a form behaves.
- Required variables must be filled before a form is complete.
- Mobile and desktop layouts can be auto-generated and individually toggled.
- Completed forms feed reports visible from the Forms Dashboard.
📋 Transcript Click any line to jump
0:00 Setting up a custom form manually in PRS.
0:20 Importing existing forms via Excel spreadsheets.
0:38 Entering code, name, and form settings.
1:43 Adding required and optional form variables.
3:28 Building a mobile layout for on-site workers.
4:30 Adding a desktop layout and report view.