Project/Site Forms

Here you will learn how to view all Forms associated with a given Site and how to link the form itself with a Site.

Forms in a Project/Site

In the Edit menu for your Project or Site, you will now see an option in the left entitled Forms.

Frms site project

Click this to see all the Forms that you have assigned to this Project or Site.

Site forms

If you are an Admin, you can click +New to create another entire form from scratch or Edit the forms to add more fields etc.

New form button-1

Edit site form

If you do untick the template option in your Form Settings then this form will automatically appear on this Site List.

To add a Form Template or pre made Form to a Project or Site you just need to go into your Form Templates or Forms, Edit the Form and then Assign it to that Project/Site using the filters at the bottom of the Form Builder.

If you are an Employee you will still be able to click Add Form however will only be able to add forms from selected Form Templates that have been created by your account administrators.

If you need any further help or have any questions please contact the support team by email siteconnectsupport@lucidity.io or Ph: 0800 748 763.