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Fields

Choose fields and set their rules

Build forms with text, numbers, dates, amounts, people and files. Add formulas where needed and choose who can edit each field.

FieldsWorkspace
FieldTypeIn table
AddressSystemText
Energy labelDropdown· 11 options
Building typeDropdown· 8 options
Usable areaDecimal
Check responsiblePerson
DeliveryFolder
Custom and system fields in a workspace.
Types

Use the right field for the information

Use currency fields for amounts and person fields for team members. A table-row field lets users select a record from a worksheet.

A field can be required, read-only, or carry a prefix and a suffix
A folder field points at storage instead of holding a file
New field

Choose field type

TextNumberCheckboxDropdownDateTimeCurrencyFolderFileCompanyPersonButton
Field type selection and related settings.
Legend sets

Create shared option lists

Define options with colours and short codes in a legend set. Use the set in forms and drawings, and update it in one place.

Update legend labels in one place
Short codes in table cells and map pins
Damage legend
TypeColour
ANo damage
BSurface damage
CStructural
DUnsafe
Used by
Inspection reportDamage drawingDelivery
Shared legend set used in fields and drawings.
Read and write

Set field access permissions

Choose who can view a field and who can edit it separately. Assign access by company, team or role.

A price the office sees and the field crew does not, on the same form
Workspace administrators keep full access, always
Edit fieldNumber
NameUnit price
Required
Show in form table
Who can see this field?
AllCompanyTeamRole
Who can edit it?
AllCompanyTeamRole
Workspace administrators always have full access.
Separate viewing and editing settings.

Create your first form

Open a free account and start with a form your team already uses.

No credit card required