How to Attach a Form to a Job
This guide explains how to attach a Form to a Job that assignees 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 Dispatch and click the job on the board, or open it from All jobs. The job opens in a sheet on the right side of the map. To learn how to create a job, click here.
Step 2: In the sheet's Details, click + Attachments. If the job already has an Attachments section, go on to the next step.
Step 3: At the bottom of the Attachments section, click + Linked forms. If the job already has linked forms, click the Linked forms row instead.
Step 4: Open the list and pick one or more forms.
Step 5: Click Save. The forms now show in the Linked forms row of the job's Attachments section.
Note: You can add several forms under Linked forms for the same job.
Attaching a form to several jobs
Step 6: To add the form to several jobs at once, point at each job on the board and tick its checkbox (in All jobs, tick the checkboxes in the list). Then click Edit fields in the bar at the top.
Step 7: Under Labels and links, click Choose… next to Linked items.
Step 8: In Linked items, open Linked forms and pick the form from the list.
Note: The selected jobs get exactly the forms you pick here, replacing the forms they had. To keep a form they already have, pick it too.
Step 9: Close the Linked items window and click Apply to … jobs. The button shows how many jobs you selected.
