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.


Step 1: Go to Manage from the main menu, then select Places.

Step 2: Click the Place name where you want to attach the Form.

Step 3: In Linked Forms, add the Form and click Save.

Note: You can add multiple Forms under Linked Forms for the same Place.

Step 4: To add the Form to multiple Places, select one or more Places and click Edit places.

Step 5: Open the Linked Forms dropdown and select the Form. Then, click Apply.

Note: You can add multiple Forms under Linked Forms for the selected Places.

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