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Visual guide

Create a form from a Perfour type

Create a Custom Form in the project and leave it in Draft.

4 minutes
Product screenshot: Create a form from a Perfour type
Step by step

Follow each step on screen

  1. 01

    Open Forms in the project and select New form.

    Step 1: Open Forms in the project and select New form.
  2. 02

    Choose a type or template. The example selects FORM / Custom Form under Perfour types.

    Step 2: Choose a type or template. The example selects FORM / Custom Form under Perfour types.
  3. 03

    Under Form details, enter an identifying title.

    Step 3: Under Form details, enter an identifying title.
  4. 04

    Set an optional due date if needed; the example had none.

    Step 4: Set an optional due date if needed; the example had none.
  5. 05

    Review Owners. The creator was initially the main owner.

    Step 5: Review Owners. The creator was initially the main owner.
  6. 06

    Select Create form.

    Step 6: Select Create form.
  7. 07

    Verify that a number was assigned and the detail shows Draft.

    Step 7: Verify that a number was assigned and the detail shows Draft.
FAQ

Frequently asked questions

What was verified and what remains untested?+

Blank forms and other types such as ASI, Inspection and NCR were not created or verified; their fields may differ.

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