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Who uses this: Anyone with access to Company Settings > Custom Forms builds a form’s fields; your team fills them in on the record. Availability: All regions · Custom Forms must be enabled under Company Settings > Features & Plugins — contact FieldPulse for pricing.
This is the reference for the building blocks of a custom form — the field types you drag onto the form, the related-record fields that pull values off the record the form is attached to, the formulas that calculate a number for you, and the conditional logic that shows a field only when it applies.

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Overview

You add fields to a form by dragging them from the Drag a field onto the form palette on the right side of the form editor. Most field types collect input directly from the person filling out the form. Related-record fields instead import values that already exist on the linked customer, job, estimate, invoice, project, maintenance agreement, or asset. A Number Field can calculate its own value from a formula, and any field can be set to appear only when an earlier answer matches a condition. For how to create a form and arrange fields on it, see How to Create a Custom Form.
For a full breakdown of every setting available on a form — name, font sizes, offline availability, record attachment, permissions, and default email and SMS messaging — see Custom Form Settings Details.

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Field types

A custom form supports eleven field types. Each one below shows what it collects and the options you can set on it. Date & Time field on a custom form with the calendar picker, the 15-minute time scroll panel, and the exact Time entry box Related-record fields pull details that already exist on the linked record into the form, so your team does not retype them. If a customer has multiple locations or contacts, you specify which one’s information fills the field. For more detail on adding related field values to a form, see How to Link Custom Forms to Jobs.

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Field formulas

A field formula lets a Number Field calculate its own value from other number fields and constants, so nobody has to work the math out by hand and type the answer in.
  1. Select a Number Field on your form to open its settings. Custom form editor with the Drag a field onto the form palette open and Number Field highlighted
  2. Select Use Formula as Default Value above the Default Value field. Field Attributes panel for a Number Field with the Use Formula as Default Value button above the Default Value box
  3. In the Default Value selector, choose an existing formula or select Add or Edit Formulas. Default Value selector open on a Number Field with the Add or Edit Formulas button
  4. In the Formulas modal, select Add Formula and give the formula a name. Formulas modal on a custom form with the Add Formula button and no formulas created yet
  5. Select Insert Numeric Field or Formula to bring other number fields or existing formulas in as variables.
  6. Connect the variables with arithmetic operators — add, subtract, multiply, divide. You can multiply a field by a set constant, and a formula can reference another formula so calculations build on each other. Formula builder showing two number variables joined by a plus sign, with the Insert Numeric Field or Formula button above
  7. Save the formula and close the modal.
  8. Select the formula as the Default Value for the field.
Once a formula is set, the Number Field is read-only while someone fills out the form, because FieldPulse calculates the value. To take the formula off the field, select Remove in the field’s settings.

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Conditional logic

Conditional logic makes a field appear or change based on an answer given earlier in the form, so the form asks only for what applies. In the example below, a Gate Code field appears only when the Gate Code Required for Entry? checkbox is checked.
  1. Select the field you want conditional logic to control — here, the Gate Code field.
  2. Under Condition for Display, select Add new condition. Gate Code field selected in the custom form editor with Add new condition under Condition for Display
  3. Choose the field the condition depends on — here, Gate Code Required for Entry? — and the value to match. The values you can choose from depend on the type of field you picked.
  4. Set the condition. In this example it reads Gate Code Required for Entry? = Checked, so the Gate Code field displays for the person filling out the form once that box is checked.
Condition for Display rule reading Gate Code Required for Entry equals Checked on the Gate Code field

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Notes & limitations

  • A custom form holds a maximum of 20 pages. The web app paginates every 10 pages; the mobile app paginates every 4 pages. See How to Create a Custom Form.
  • Image/Video fields accept jpg, pdf, mp4, and png files, and each field allows between 1 and 10 files.
  • Quick Select holds up to 5 options.
  • A Number Field with a formula is read-only while someone fills out the form.
  • In Offline Mode, related-record fields do not populate on their own. The field shows the message The value will be filled automatically when you are back online, and the value fills in once the device reconnects. See Custom Forms Offline Mode Details.
Related fields on a custom form in the mobile app showing the offline placeholder message in place of the customer name and job title

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FAQs

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Can I add fields that only my team sees, not the customer?

Yes. Check Internally Visible Field Only in the field’s attributes and the field stays off customer-facing displays, including PDFs, while your team still sees it. When a field is hidden the rest of the form adjusts around it, and you can designate an internal PDF for printing so internal fields appear on that copy — see How to Create a Custom Form.