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Automated Form Triggers

Download Triggers PDF

Tired of adding the same forms to jobs and tasks again and again?
Automated Form Triggers do that work for you! When you set up triggers, the right form will automatically pop up during a job or task—no extra steps needed.

How to Access Form Triggers

Go to:
Settings > Form Settings > Triggers

This will open the Triggers page, where you can:

  • View all existing triggers
  • Add new triggers
  • Edit or delete existing ones

What You’ll See on the Triggers Page

The table shows a list of all triggers. Here’s what each column means:

  • Created At – Date and time when the trigger was made
  • Type – When the form will appear (examples below)
    • Job Started: When a field worker taps Start Job
    • Job Completed: When a field worker taps Complete Job
    • Task Start: When a field worker taps Start Task
    • Task Complete: When a field worker taps Complete Task
    • Task Incomplete: When a task is marked Incomplete
    • Job Hold: When a job is marked On Hold
  • Form – The form that will be added
  • Description – Optional info to help you understand what the trigger is for

Sorting the List

Click any column header to sort by that column (e.g., sort by date or type).

How to Change Items Per Page

Choose how many triggers to show on each page:
15, 25, or 50

Use the arrows to go to the next page if there are more than one.

Creating a New Trigger

  1. Click the ACTIONS button
  2. Select + Add New Trigger
  3. In the popup window, fill in the details:
    • Form* – Choose the form from the dropdown list
    • Trigger Type* – Choose when the form should appear
    • Description – Optional: Write a short note to explain the trigger
  4. Click Save – your trigger is now active!

Viewing or Editing a Trigger

  • Click anywhere on the row of the trigger you want to update
  • Make changes in the edit window
  • Click Save when done

Deleting Triggers

  1. Click the ACTIONS button
  2. Check the box next to the trigger(s) you want to delete
  3. The Delete option will become available
  4. Click Delete

To delete all triggers on the page, check the box next to the Name header.