Custom Forms

You can set up Custom Forms to collect data from your sources for a variety of different purposes. You can create as many forms as necessary to collect, track, and analyze data for your organization.

How to Create Custom Form Templates
You can set up Custom Forms to collect data from your sources for a variety of different purposes. You can create as many forms as necessary to collect, tra...
Tue, 26 May, 2020 at 9:33 AM
How to Show/Hide Form Fields
Filling out long complicated forms can be a pain point for many users.  Using our logic based form fields, when building a form, you can hide certain form f...
Tue, 26 May, 2020 at 9:59 AM
How to Auto-populate Form Fields based on Prior Answers
Programming form fields to auto-populate based on a previous answer can be a simple way to ensure you are capturing data as anticipated and save your form s...
Tue, 26 May, 2020 at 10:02 AM
How to Add a Unique Form ID
Each form logged in the system will be searchable by its unique name and form type. However, you might want to take it one step further by also adding a Uni...
Thu, 28 May, 2020 at 9:24 AM
How to Assign Form Relationships
The EHS-Dashboard™ has the flexibility to allow you to create and use as many Custom Forms as is required to successfully manage your EHS program. You can u...
Thu, 3 Dec, 2020 at 2:30 PM
How to Edit/Assign Field Roles in Custom Forms
When creating a custom form, you must have certain "Field Roles" assigned. When creating a brand new form, these field roles are auto-assigned,...
Thu, 3 Dec, 2020 at 2:36 PM
How to Create Calculated Fields
It is possible to add calculations to custom forms. Calculations can be used to score Inspection forms or more complex data driven strategic analyses. Here ...
Thu, 3 Dec, 2020 at 2:54 PM