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. 

• Edit field - make changes to the field details, like changing if it is required, and adding subtext and helper text.

• Edit conditions - create or make changes to conditional logic that triggers questions.

• Move - move to a different section in the form

• Delete - delete the field

 

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.

Using Conditional Logic

Conditional logic controls when fields appear in a form based on responses to other fields. This helps keep forms focused by only showing questions that apply.

How It Works

Conditional logic is set on individual fields. Open a field’s menu and select Edit conditions to create a rule.

Each rule follows this pattern:

• If a selected field meets a condition
• Then show one or more other fields

For example, if Did the plant operate today? is Yes, the form can show Is the area clean and free from spills? If the condition is not met, the field remains hidden.

Rules are evaluated as the form is completed, so fields appear or disappear immediately.

Available Conditions

You can choose from the following condition types:

• Is
• Is not
• Is empty
• Is not empty

Managing Rules

• Use Add another field to show multiple fields in one rule
• Use Create new rule to add additional logic
• Use Delete all rules to remove conditional logic from a field

Conditional logic is useful for follow-up questions and reducing unnecessary fields in longer forms.

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.

 

 

 

End of Article

Support

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