Table of Content

When is this helpful?

A quick video on How to use Form Builder

Related Articles

When is this helpful?

When you need to create or modify a checklist using the form builder.

Step 1: Log in to the admin portal: on a Desktop. Under ‘Setup’, select ‘Form Builder.

Here is a quick video on how to use Form Builder

Please find below highlighted all the areas and options for this screen:

Here is a quick sample video that guides you through the editing of an audit:

Note: In order to make the fields listed below mandatory for all the questions on the checklist, you will need to email that request to our support team at They will enable it for all the questions.

You can do it yourself, but it will have to be done one at a time for each question.

1) Comment Mandatory

2) Image Mandatory

3) Action Plans

Great! Now you can move onto the next step -> Report Setup and Styles

Step 4 Report Setup and Styles

Related Articles:

Step 1 Choose, Customize or Create Audit Templates
Step 2 Setup your Branch/Store/Area Locations
Step 5 Setup an Email Template

From a mobile device, click on 'Import Settings' to re-import the latest changes made in the Admin Portal.

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