Managing Forms

  • 2 minute(s) read
Prev Next

Forms are created and maintained from the Forms page, accessible through the vertical ellipsis menu.

This area is intended for users responsible for designing and maintaining the structure of information used within tasks. Well-designed Forms ensure that task information is captured consistently, making it easier for users to complete, review, and act on work.

Creating a Form

There are several ways to create a new Form:

  • From the Forms page using the New Form button (most common)

  • From the New dropdown in the navigation bar

  • While creating a task, using the plus (+) icon next to Available Forms

New Form Setup

When creating a Form, you’ll define:

  • Name – Identifies the Form

  • Template (optional) – Copy sections and fields from an existing Form

  • Description – Explains the purpose of the Form

  • Category – Used to group Forms for easier selection

  • Portal Visibility – Determines if the Form appears in the Project Portal

Forms are built using:

  • Sections – Group related fields together

  • Fields – Capture specific pieces of information

Each new Form starts with a default section. Additional sections and fields can be added and rearranged as needed.

Working with Sections and Fields

  • Sections can be added, removed, and reordered

  • Fields are added within sections

  • Sections may include optional headings

  • If no heading is provided, a default label is applied (e.g., “Section 1”)

This structure allows Forms to be organized in a way that is easy for users to complete and understand.

Creating Fields

Fields define the type of data that can be collected within a Form.

When creating a Field, you will configure:

  • Field Type (data type)

  • Name

  • Required / Optional

  • Visibility

  • Default Value (if applicable)

Choosing the correct Field Type is important, as it controls how users interact with the Form and helps ensure consistent data entry.

For example:

  • Use Single Choice to enforce standardized values

  • Use Text fields for flexible input

Available Field Types

Field Type

Description

Basic Text

For simple text input.

Rich Text

For text input that allows formatting that includes text styles, font sizes, links, embedded pictures, ordered and unordered lists, and HTML tables.

Whole Number

For numbers that do not need decimal precision.

Decimal Number

For numbers with decimal precision.

Yes or No

For True/False Boolean input.

Date Only

For dates that do not require time.

Date and Time

For dates that include a time component.

Single Choice

For selecting a single value from a list of available values.

Multiple Choice

For selecting multiple values from a list of available values.

Reference

For referencing other Agility Blue objects from a list of available instances.

Each Field Type determines how users can enter and interact with data.

Field Behavior and Options

  • Required Fields must be completed before a task can be saved

  • Hidden Fields are not visible unless controlled by conditions

  • If a field is both Required and Hidden, the required rule is ignored until the field becomes visible

  • Fields can be reordered or removed within a section

Using Default Values

Fields may include default values that appear when filling out a Form.

  • Default values vary based on Field Type

  • Choice-based fields use predefined lists instead of defaults

This helps streamline data entry and improve consistency.

Using Field Conditions

Forms can be enhanced with conditional logic to dynamically control how fields behave based on user input.

For example:

  • Making a field required only when another field has a specific value

  • Showing or hiding fields based on selections

Field Conditions are configured after a Form is created and provide a powerful way to guide users and ensure accurate data entry.

For more information, see Using Field Conditions.