The Forms tool allows you to:
- build a form
- fill in a form
- search through form entries
- check the form history
- filter forms on, for example, name or date with one of the filter buttons in the content pane
- view details with the button
- send notifications.
A form is a prestructured file that allows a user to add information in a structured way. Once a form is created, a user can fill in the form. A record will be created and saved in Bricsys 24/7.
There are 4 ways to use forms:
- Naming conventions
Automatically generate a name for the document based on the filled in form. This gives your documents a structured name according to the naming convention for your project.
The metadata are displayed in the form and in the document details.
You can attach a form to a document to add extra information in a structured way. If a project member fills in the form, a record will be created and attached to the document.
You can fill in a form to build a database in a structured way.