Understanding the Form Builder

The Form Builder allows you to update and edit your Forms directly - no need to contact the Mapistry team for minor edits.

💡 Only Organization Admins have the permissions to access and use the Form Builder. For more information about site roles, click here. Forms can only be edited if the underlying template is unique to your organization. If you are not able to edit a form yourself, please reach out to your Customer Success Manager or help@mapistry.com for assistance.

Accessing the Form Builder

To access the Form Builder, go to your Inspection calendar, click on the three dots, and select "Configure Form".

Editing Your Form

Once in the Form Builder, you can:

Check Site Attachment: See which sites your form is attached to. Click on the arrow next to "Form Instances" to expand the list. 

Rearrange Sections and Fields: Drag and drop form sections and fields to reorder them.

Rename Form Sections: Click on the three dots next to a section title to rename it.

 

Edit Form Fields: Clicking on the three dots next to a field name will allow you to make changes to the field details, like changing if it is required, and adding subtext and helper text. 

 

Display options alphabetically and assign a default option under 'Options'.

Once you're happy with the changes you have made, be sure to click 'Save Changes' in the top right corner of your screen.

Form Versioning

Form Versioning ensures that when you make updates to a form template, those changes only apply to future submissions, without affecting any past data.  
When versioning is turned on, every time you edit and save a form template, Mapistry automatically creates a new version of that form. All your calendars and templates that use this form will seamlessly move to the new version.

What Gets Copied to a New Version

When a new version is created

All fields, groups, field and group slugs, properties, conditions, attached PDF templates, and categories are carried over.

If a change you make would break a linked template (for example, deleting a field option that a template uses), Mapistry prevents the change to keep everything consistent.

Over time, Mapistry will automatically remove old, unused form versions that have no submissions, and are no longer linked to any calendar.

 

 

 

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Support

If you have any questions or need further assistance, please e-mail help@mapistry.com