Custom Form Settings is where you configure the core behavior of each custom form you create in FieldPulse. From here, you can name your form, adjust font sizes, control which records the form can be attached to, set user permissions, and define default email and SMS messaging. Getting these settings right before building your form ensures it works exactly the way your team needs it to.

To access the settings for a custom form, navigate to Company Settings and select Custom Forms.

From there, either select an existing form or create a new one. Once inside the form editor, click Form Settings in the top menu to open the settings panel.

At the top of the Form Settings panel, enter a name for your form. This is the name that will appear throughout FieldPulse when attaching the form to records.

Set the font size for field labels on your form. Select any value between 8 and 24.

Set the font size for the content entered inside form fields. Select any value between 8 and 24.

Toggle this on to make the form available for use across FieldPulse. If toggled off, the form will not appear when creating new forms on records.

Toggle this on to make this form template available when working in Offline Mode. Up to 20 form templates can be made available offline. Toggling this off will exclude the form from that offline pool.

Toggle this on to allow this form to be used as a template when creating future forms.

You can create your own Custom Status Workflows and assign them to the different forms you create within Custom Forms. Custom Status Workflows are an internal tool. You can utilize them to keep all of your forms organized by knowing the current status of them. For example, is the form you created new or has it been sent by the customer? All of these can be tracked by the Workflow Status that you create.

To create a Custom Status Workflow, first head to Company Settings. Locate Custom Forms then click on Custom Status. From here, press Create Custom Status and begin creating a unique workflow specific to your Custom Form.

After creating the workflow above, return to the Custom Form Settings. After checking the box to Enable Status Workflow you can now select the status workflow you'd like to use for this individual form.

From here, you can set up Status Automations. In this example, when the form is sent to the customer, it will automatically change to the Sent status. If the form is filled out by the customer, it will automatically change to the In Progress status. If the form is signed, it will automatically change the Custom Workflow Status to Complete.

Use this setting to specify which record types this form can be attached to. The available record types are: Standalone, Customer, Job, Estimate, Invoice, Project, Maintenance Agreement, and Asset. Select every record type on which you want this form to be available.

For example, if Job is selected, then within a job record you can navigate to Forms and then Create New. Here your Custom Form template (in this example titled: SAMPLE CUSTOM FORM) is available for use. If it was NOT selected, that individual form template would NOT be available to use.

Control which users can see and create this form. You can assign visibility and creation access to specific users, teams, and/or roles. By default, if no restrictions are set, the form is accessible to all users.

This permission controls who can link a form to a record without completing all required fields at the time of initial save. Users with this permission can attach the form and save it to a record even if required fields have been left blank, allowing those fields to be completed at a later time.

Control which users can edit this form after it has been created. You can assign editing access to specific users, teams, and/or roles.

Set the default subject line that will pre-populate when this form is sent to a customer via email. You can include dynamic values by clicking the Insert Related Field Value button to the right of the field and selecting from the searchable dropdown.

Available insertable values for the email subject:

Set the default body content that will pre-populate when this form is sent via email. Click Insert Related Field Value to add dynamic values from the dropdown.

The email body supports all values available in the subject line, plus the following additional options:

Note: Admins configure these defaults in Company Settings. Team Managers and Service Agents can still adjust the subject or body at the time of sending if a one-off change is needed.

Set the default message body that will pre-populate when this form is sent to a customer via SMS. Click Insert Related Field Value to add dynamic values.

Available insertable values for the SMS body: