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= Creating Forms =


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{{TrainingVideo

Latest revision as of 02:07, 6 May 2026

PRS Version Not specified

Creating Forms

Digital Forms ⏱ 6:03 Updated April 2026
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.