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Design the form your team needs

Add the fields from your inspection report, checklist or work order. Arrange sections and layout to suit the way your team works.

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Inspection reportActiveSave
Add tabFormDocument
2 sections · 4 fields · v5
General
Name*Site inspectionfx{}
ResponsibleEmma Clarkefx
StatusIn progressfx
Due dateOct 14fx
Usable area243 m²fx
Add fieldText blockDivider
Template tabs, sections and field layout.
Field types

Choose a field for each type of information

Add text, dates, amounts, people or files. Let users select a row from Grid or start an automation with a button.

New field

Choose field type

TextNumberCheckboxDropdownDateTimeCurrencyFolderFileCompanyPersonButton
Type selection for a new field.
Fields

Add fields to your form

Choose a field type, give it a name and drag it into place. Use text, numbers, dates, amounts, people, files or table rows.

Give each dropdown option its own colour and short code, so a table cell stays readable
Hide a single option from a team without hiding the field
Edit field
Multi checkbox
NameReports
Allow multiple selectionsMore than one answer can be ticked
Optionsvisibility per option
Energy labelEL
Measurement reportNEN
WWS pointsWWS
Floor planFL
Add option
Advanced optionsCancelSave changes
Field options, short codes and visibility settings.
Sections

Group related fields into sections

Add a section for each part of the form. Use custom fields, uploads, checklists or a drawing canvas as needed.

Inspection reportActiveSave
GeneralCustom
Year builtfx
Building typefx
Usable areafx
Energy labelfx
Include in the PDF
Checks on siteChecklist
Meter readings takenPhotographs completeResident signed off
Include in the PDF
Damage drawingCanvas
Draw on the floor plan
Include in the PDF
Section types, column counts and PDF settings.
Section types

Choose a section for the task

Build a section with your own fields or use a dedicated section for uploads, checklists, drawings or 3D models.

Add section
CustomYour own fields, on a grid you choose
ChecklistThings to tick off, with a state each
CanvasDraw and mark up over a plan or a photo
Free layoutA grid with merged cells, for paper forms
UploadA dedicated file upload area
3D viewerOpen an IFC model inside the form
AddressResolves against the Dutch building registry
InsulationEnergy moduleWalls, floors and roofs with their values
InstallationsEnergy moduleHeating, ventilation and hot water
WWS pointsEnergy moduleCounts the points and totals them

The last three arrive with the energy module.

Layout

Arrange the form layout

Set the number of columns and field widths. Use a free layout to merge cells and place text, images and fields where you need them.

Inline labels for the sections that read better as a list
Card, bordered or transparent — per section
Columns123456
Address*12 Harbour Street, Leeds
Year built2002
Building typeDetached
Usable area243 m²

Drag a field edge to make it span more of them.

Free layout
INSPECTION REPORT
Atlas Build
Inspection date:{{startDate}}
Emma
12 Harbour Street, Leeds
TextImageField
Column count, field width and free layout options.
Formulas

Calculate values with formulas

Calculate amounts, work with dates or look up information in Grid. Display the result in the relevant form field.

Expression editor
Enter an expression. The result is stored as the value.
sum(1, 2, 3)
sumResult

Returns the sum of a series of numbers.

Syntaxsum(value1, value2, ...)
Examplesum(1, 2, 3)= 6
Search functions
MathTextLogicDate and timeCollectionConversion
Formula syntax, an example and its result.
Conditional logic

Show fields based on answers

Open a field, filter its options or show a section based on an answer. Define these rules in the automation designer.

Condition
When
Which reports?
isEnergy label
Add another, with AND or OR
Then
Show sectionInsulation
The form
Which reports?Energy label
Insulation
Equipment checkedWork area clean and safe
Section visibility based on a field value.
Document

Design the PDF output

Prepare a cover, header and footer in the A4 preview. Choose which tabs to include and where the PDF should be saved.

Generate the PDF on every save, or on demand
Folder paths defined with formulas
Document
Cover pageFull page, its own grid
Header18 mm, repeats on every page
Footer14 mm, page numbers on the right
Page numbers, aligned right
Content margins: 10 mm / 14 mm
CoverBody page
Inspection details
LocationMain warehousePrepared byEmma ClarkeDateOct 12
Equipment checkedWork area clean and safeCustomer informed
A4 preview of the cover, header and footer.
Living templates

Edit and share templates

Undo or redo changes while designing. Export a template as JSON to use in another workspace and choose which branches can access it.

Inspection reportv5ActiveSave
UndoRedoImport JSONExport JSON
Who can use itEvery company
Default for
GroningenDefaultRotterdamHead office
Template editing, transfer and default branch settings.

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