Forms Management for Job Forms | FieldCamp

Forms management gives administrators a central place to organize every digital form your team uses in the field. From a single Forms screen you can build new checklists, bulk-clean older ones, preview what a tech will see on mobile, and decide which forms attach automatically to new jobs or products and services.

This guide focuses on the org-wide management view. For per-job form workflows, see the Job Forms complete digital checklist system and Using forms in the field guides.

Who can use forms management

Forms management is a permissioned area. Access is controlled by your role in Roles and permissions. Administrators automatically have full access. Other team members can be granted any of the following capabilities on the Job Forms resource:

• View — open the list and preview existing forms
• Create — build new forms
• Edit — modify existing forms
• Delete — remove single or multiple forms

If you do not have a capability, the matching button is hidden or shows a permission error.

Opening the forms list

Creating a new form

Click Create Form in the top-right of the Forms screen. You are taken to the form builder where you set:

• Form Name — the title that appears on the list and on mobile
• Form Type — either Jobs or Product & Services
• Description — short context for your team
• Fields — at least one field is required to save

When you are happy, click Create Form to save. The form appears at the top of the list with today's date in the Last updated column.

Auto-attaching forms to new work

The biggest time saver in forms management is the auto-attach option. While editing a form you can turn on a single checkbox so it is automatically added to every new record of the matching type.

• For a Jobs form, toggle Automatically attach to new jobs
• For a Product & Services form, toggle Automatically attach to new product & services

Once a form is set to auto-attach, dispatchers do not have to remember to add it on every job. This pairs well with job types and templates — when you set a default job type, the right forms come along for the ride. You can also wire specific forms to specific job types using the Job Forms preset on the job type modal.

Previewing a form without editing

Editing an existing form

Click any row in the list (if you have edit permission) to open the builder for that form. You can:

• Rename the form
• Update the description
• Switch the Form Type between Jobs and Product & Services
• Add, remove, or reorder fields
• Toggle the auto-attach checkbox

Click Update Form to save. Existing jobs that already have this form attached keep the version they captured — your edits only affect newly attached copies.

Deleting forms

You can remove forms one at a time or in bulk.

Delete a single form

Single-form deletion uses the same bulk-delete flow with one row selected — there is no separate delete control inside the form editor. Tick the checkbox on the form's row, then click the Delete (1) button that appears in the toolbar.

Bulk-delete multiple forms

Sharing forms across your team

Forms created in the management screen belong to your workspace, not to an individual user. Anyone on your team with the right permission can use, edit, or preview them. To control who can do what, adjust capabilities on the Job Forms resource in Roles and permissions.

If you want the same form library across multiple users, no manual sharing is needed — forms are scoped to the parent account and are visible to every team member with view access.

Working with forms in the field

Once a form is published, your field team interacts with it from a job or visit. The mobile guide covers exactly how a tech opens, fills, and submits a form. Office staff can also view captured form data on the job — see tracking job logs for related per-job records.

Troubleshooting

I don't see the Forms menu in Settings

Forms appears under Forms & Reports only when the Job Forms add-on is connected to your workspace. Check the add-ons section or ask the workspace owner to enable it.

The Create Form button is missing

You probably do not have create permission for the Job Forms resource. Ask an administrator to update your role — see Roles and permissions.

My form won't save

Form Name, Form Type, and at least one field are required. The builder shows an inline error message for whichever is missing.

I deleted a form by mistake

Deletion is permanent. Recreate the form from scratch — if it was set to auto-attach to new jobs, do not forget to toggle that on again.

A new job didn't get my form attached

Auto-attach only applies to records created after you turn it on. It also matches the form type: Jobs forms attach to new jobs, Product & Services forms attach to new products and services. Existing jobs are not retroactively updated.

FAQs

What's the difference between a Jobs form and a Product & Services form?

A Jobs form is meant for the work itself — service checklists, risk assessments, sign-offs. A Product & Services form is meant for items you sell or install — for example, a setup questionnaire that follows a specific product. See managing products and services for the product side of the workflow.

How many forms can I have?

There is no fixed limit. The list paginates as you scroll, so large libraries stay fast.

Can a single job have more than one form?

Yes. You can attach multiple forms to the same job — for example a Risk Assessment plus a Service Report.

Are form submissions counted in analytics?

Form completion data flows into your job records and can be surfaced in custom dashboards. Build a view that filters jobs by form completion to track compliance.

Can I export form data?

Job form templates are exposed through the API and can be listed programmatically. See the job forms API reference for the available endpoint and payload shape.

Related articles

• Job Forms — complete digital checklist system
• Using forms in the field — mobile guide
• Job management — a complete guide
• Job types and templates
• Tracking job logs
• Job detail page
• Settings overview — every setting explained
• Roles and permissions — who can see what
• Adding and managing team members
• FieldCamp add-ons — all features explained
• Job forms API reference
• Custom dashboards and boards