How to Set Default Forms for a Place
This guide explains how to set default forms for places. New places then get the same forms linked automatically, which keeps form submissions consistent.
Note: Forms on places come with the Dispatch plan.
Step 1: Go to Manage in the main menu, then select Places.
Step 2: Click any 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 forms every new place should have from the list.
Step 5: Click Use for new places. The forms are saved as the default right away.
Note: The forms of the place you opened only change when you click Save. Click Cancel to leave that place as it was.
Step 6: From now on, every new place gets these forms. In the New place card, click More details to see them before you create the place. To learn how to create a place, click here.
