Forms

Create reusable forms with custom fields to collect structured data during activities and task completion. Forms (also called Scripts) ensure consistent data capture across your team.

How Forms Work

Forms provide a structured way to collect information:

1. Create — Build a form with the fields you need
2. Link — Attach the form to activity types or task types
3. Collect — Users fill out the form when completing activities or tasks
4. Review — Submissions are stored with the activity or task

Each submission captures the user who submitted it, the timestamp, and all field values.

Creating a Form

Navigate to Settings > Scripts to manage your forms.

To Create

1. Click the + button
2. Enter a Name for the form
3. Drag fields from the right panel to the form area
4. Configure each field's settings
5. Click Save

Form Editor

The editor has two panels:

Drag fields from right to left to add them. Reorder fields by dragging the handle icon.

Field Types

Text Field

For free-form text input. Enable Rich Text Editor for formatted content with bold, italic, lists, and links.

Select Field

Dropdown with custom options:

1. Add the field to your form
2. Click the edit icon
3. Type values in the input and press Enter to add
4. Enable Multiple to allow selecting more than one option

Number Field

For numeric values. Enable With Decimal Places for values like prices or percentages.

Upload Field

For file attachments. Enable Multiple to allow uploading several files.

Carbon Copy

For specifying email recipients. Only one Carbon Copy field is allowed per form. Recipients receive notifications when the form is submitted.

Field Settings

Click the edit icon on any field to configure:

Required fields cannot be removable or discarded.

Field-Specific Settings

Linking Forms

Forms must be linked to activity types or task types before they can be used.

To Activity Types

1. Go to Settings > Activity Types
2. Edit an activity type
3. In the Forms section, select your form(s)
4. Save

When users create activities of that type, the linked forms appear for completion.

To Task Types

1. Go to Settings > Task Types
2. Edit a task type
3. In the Forms section, select your form(s)
4. Save

When users complete tasks of that type, the linked forms appear for completion.

Multiple Forms

Activity types and task types can have multiple forms linked. Users fill out each form when completing the activity or task.

Using Forms

In Activities

When completing an activity that has linked forms:

1. Open the activity
2. Click to complete
3. Fill out each form's fields
4. Submit

The submission is stored with the activity and visible in the activity details.

In Tasks

When completing a task that has linked forms:

1. Open the task
2. Click to complete
3. Fill out each form's fields
4. Submit

The submission is stored with the task record.

AI-Assisted Filling

Activities support AI-assisted form filling through the Activity Report Wizard:

• Voice mode — Speak your answers and AI fills the form
• Text mode — Type responses in a conversational format

The AI maps your answers to the appropriate form fields.

Best Practices

Related Features