Digital Forms

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Creating Forms

Digital Forms ⏱ 6:03 Updated April 2026

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.

Digital Forms - Creating a Custom Form 6:03

✓ 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.

🔗 See Also

Forms Library

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.