How to Attach a Form to a Place
This guide explains how to attach a form to a place that your team members can see and fill out in the mobile app.
Before you start: The form must already be created and saved. To learn how to build forms, click here. Forms on places come with the Dispatch plan.
Step 1: Go to Manage in the main menu, then select Places.
Step 2: Click the place in the list. It opens in a sheet on the right, next to the map.
Step 3: Click the Forms row.
Step 4: Pick the form from the list. You can add more than one form.
Step 5: Click Save.
Step 6: To add the form to several places at once, tick the boxes in front of the places and click Edit fields.
Step 7: Under Linked forms, pick the form, then click Apply to 2 places.
Note: The forms you pick here replace the forms the selected places had. You can pick more than one form.