Forms overview

In Toolbox,'Forms' augment existing content and are used to structure the data you collect with various records in the system, e.g. Asset records, Training records, Issue corrective actions, etc. 

Forms are defined in the Forms module, but used in other modules in QSToolbox. 

Create a Form, and then add fields for the questions that will capture the information you need.

There are several different field types you can use, e.g. select one choice from a list, select multiple options, checkbox, number and text fields, etc. 

When you want to use the form to capture data, you'll add it as a record attached to other content in Toolbox.  (See Using Forms)

e.g.
  • RMA form - add it to a 'Customer Returns' Issue to capture all of the information needed to process the RMA
  • Equipment Inspection Form - add it to an Asset record
  • Site Inspection - collect them in the Registers module.
  • Supplier Evaluation Form - add it to a Supplier record in Contacts:

To access the form data, view the record or go to the submissions tab for the form. For forms used in Registers, the form data can also be viewed from the Register view. 

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