Project Capture Forms are a powerful way to use our Custom Forms to capture data on existing Projects. Use Capture Forms to have your Staff complete health and safety checklists, fill out field survey forms, capture client update requests, and more!
Capture Forms (and all types of Custom Forms) are a feature of our Advanced Plan. If you're on our Professional Plan, and would like to talk to us about upgrading to the Advanced Plan, please reach out to our Support team at support@proworkflow.com.
Key benefits of Capture Forms:
Access control (in app or external; restrict for certain users only or restrict per user type (Staff or Clients)
Upload important documents & files
Set required fields or skip sections/pages
Capture static responses, or choose to set responses to trigger updates to the Project
Easily create complex workflows via drag/drop interface
Update existing Projects
Capture key information on Projects as you work
How to Create a Capture Form
To create a Capture Form, navigate to your Settings, select "Custom Form Builder", then select the "Project Capture Form" tab and click the "+ Create Form" button to create a new form:
To edit an existing form on this page, hover over the form you wish to edit and click the "Edit" button:
For full instructions on how to create a Custom Form, please see our article on using the Custom Form Builder.
Who Can Submit a Capture Form
You control who is able to submit a Capture Form; Capture Forms can be submitted "In-App Only" which means that only Staff or Clients (depending on how you set up the form) can fill it out if they have a login to the system, or you can make a form "External" which means anyone with a link can submit the form.
To change the permissions regarding who can submit a form, edit the form then click on the visibility and select the option you wish to use:
If you choose to make the form "In-App Only" then you can select specific Staff or Clients who can view the form by choosing "Restricted" against Staff or Client and then selecting the relevant contacts you wish to have access to the form:
How to Submit a Capture Form
To submit a Capture Form against a Project when you have a login, navigate to the Project that you wish to submit a Capture Form against, then click on the "Submission Form" tab:
Once on the Submission Form tab, click "+ New Submission" on the right-hand of the page:
Select the form you wish to submit, then click "Create Submission":
Alternatively, if you have been provided with a link to a form, simply click on the link to access the form.
Once on a form, all you need do is complete all of the required and/or desired answers, then click "Submit":
After submitting your responses, your submission is captured on the Project:
