How do I add and use Form Header fields?

Table of Contents
1. How to add a new Header Field
2. Mandatory option
3. Adding more languages
4. Question types

Form Header fields allow you to build Forms and record (and report on) various data types. They will appear on all forms within their module. Custom Header Fields can replace Client, Employees Present, and Asset number fields with up to 10 custom fields.

You will need Admin or Manager-level permission or 'Create and Modify any [Inspection/Incident/Meeting] template" permissions to add form headers to form templates.

1. How to add a new Header Field

The following steps will show you how to access and edit the Form Header fields. These steps can also be applied to the Incidents and Meetings modules.

1. Head into the Inspections Module

2. Click 'Inspections Header Fields' under the 'Manage' menu on the right-hand side.

3. Click 'Add Field' on the top right. Once this is done, the page will automatically scroll to the new field added.

By default, the customer header is a 'Short Notes' field. However, you can change it to another type that suits a form's requirements. For more information on the different header types, see the section here.

2. Mandatory option

Every existing header field can be marked as a mandatory field. This will require employees to fill in this field before submitting the form.

3. Adding more languages

You can also add other languages and your header fields by clicking on the 'Show & Hide Header Field Languages' button and selecting the language options to bring up. 

When more languages are added, you must add text in the new language field for it to appear in the forms.

4. Question types

These are the following question types you can add to Form Header fields:

• Short Notes
• Long Notes
• Date
• Employee Lookup
• Asset Lookup
• Number
• Days Elapsed
• Multi Select
• Single Select
• Pass/Fail/N/A
• Company Lookup