Complete List of Forms Module How Tos (Advanced Suite)

To add a field to a form, go to the Home Page of the Forms Module. . Click the three-dot icon to the right of the form title that you want to add a field to opening the Form context menu. Select “Fields”.

This opens the Fields Tab for the specific form of interest.

There are two ways to add an individual field to the Fields Table from here. Click the “New Field” button opening the New Form Field Modal.

The creation of a new field will always require you to enter a field name. Include an input for the displayed label and select the field type from a dropdown menu. The inputs on the New Form Field Modal will vary based on the Field Type.

Possible field types in the Forms Module include Form Fields, Formatting Fields, Utility Fields, Account Fields, and Reference a Database Entry. For an explanation of field types and the formatting choices associated with each one, reference the Understanding Fields Section of the Forms Module in the User Manual.

A form field can only have on field type. If you need to utilize another (e.g., formatting purposes), you can set the displayed label to be the same but the field label must be unique.

Once you are finished inputting the information for the new field, select “Save” and the new database field will show in the Fields Table on the Fields Tab.

Fields can also be imported in bulk into a Form from a CSV file or PDF Field Import.

To import form entries from a CSV, form fields must have already been created.

To import form entries from a CSV, go to the Home Page of the Forms Module and click the three-dot icon to the right of the form you wish to import entries into. Select “Manage Entries”.

This opens the Manage Entries for (FORM NAME) Page.

Click the “Import Entries” button beneath the page header. This opens the Upload CSV for (FORM NAME) Modal.

Click the “Download Template” link at the top of the modal and a CSV file will be downloaded to your personal device. Notes have been provided if you are using the downloadable template to Upload bulk CSV form entries.

After creating your Forms Entries CSV file, save it as a CSV UTF-8 for importing. Click the “Choose File” button on the Upload CSV Modal and open the relevant file from your personal device.

Confirm that the correct CSV file now shows in the Upload CSV Modal.

Select the “Upload” button.

The entries imported from the CSV file will now show on the Upload CSV for (FORM NAME) Page.

The system automatically indicates to ignore the first row. Click “Import Now” if there are no errors.

A summary of the import will now show on the CSV Upload Page.

Click the “Entries for (FORM NAME)” link to see all imported entries on the Manage Entries Page.

Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be generated through this process, the PDF will also be saved by the system, so that future form entries can be downloaded into this PDF, allowing for customizable outputs.

A form must have already been created with no fields added for this method to work. If a field has already been added to the form, you are no longer able to bulk import form field names from a PDF Field Import. You are now required to enter each field name individually. Regardless, you can still upload a PDF Form that the system will use for future form entry downloads.

To import field names from a PDF file, go to the Home Page of the Forms Module.

Select the three-dot icon to the right of the Form Title opening the Form’s context menu. Select “Form”.

This opens the Fields Tab for a specific form. Select the “PDF Field Import” button.

This opens the PDF Field Import Modal.

To import fields using a PDF, use the “Prepare Form” tool in Adobe Acrobat Pro. Add the fields you wish to use for your form. Add a button on your document.

Within the button properties, click on the Actions Tab. On the “Mouse Down” trigger, add the “Submit a Form” Action.

Use the URL link provided on the PDF Field Import Modal in KAStrack.

Confirm that the Export Format is “PDF The complete document”.

Open the PDF and submit the form to generate the fields here.

You do not need to fill in any of the fields, and you must not sign it.

Select “Allow” and the PDF will confirm that the fields were added to the database.

Go to the Fields Table in the database Monday, and a warning now states that a PDF is associated with the form and that adding/editing or deleting fields may result in the PDF no longer being compatible.

The first row of the CSV file is for each of the form fields. If you download a CSV Template from the Upload CSV Modal, two additional column headers will show that are not form fields: Entry ID and Modify Existing Entry.

If you are importing form entries and no entries have been added to the form yet, leave these columns blank in your upload.

If form entries already exist in the database, the Entry ID column will contain the unique system generated ID for each pre-existing database entry. Leave this column blank if the row is to be imported as a new entry. The second column, Modify Existing Entry, should have a “Y” input if the existing entry is being modified and an “N” input if it has not been modified. Leave this column blank if the entry is new.

To create a new form, open the Home Page in the Forms Module from the Main Menu and select the Create Form button beneath the page header.

This will open the New Form Modal.

Input the Form Title (a required field), form notes, and any open/permissive/restrictive tags to be associated with the form.

There are three additional sections to the New Form Modal that expand when clicked with additional options for customization. Modal images and explanations of each input are included below.

Basic Settings Section

Advanced Settings Section

Form Styling Section

Select the Save button on the New Form Modal after customizing your form and the system will direct you to the form's Fields Tab where you can begin to input Form fields.

To add a field to a form, go to the Home Page of the Forms Module. . Click the three-dot icon to the right of the form title that you want to add a field to opening the Form context menu. Select “Fields”.

This opens the Fields Tab for the specific form of interest.

There are two ways to add an individual field to the Fields Table from here. Click the “New Field” button opening the New Form Field Modal.

The creation of a new field will always require you to enter a field name. Include an input for the displayed label and select the field type from a dropdown menu. The inputs on the New Form Field Modal will vary based on the Field Type.

Possible field types in the Forms Module include Form Fields, Formatting Fields, Utility Fields, Account Fields, and Reference a Database Entry. For an explanation of field types and the formatting choices associated with each one, reference the Understanding Fields Section of the Forms Module in the User Manual.

A form field can only have on field type. If you need to utilize another (e.g., formatting purposes), you can set the displayed label to be the same but the field label must be unique.

Once you are finished inputting the information for the new field, select “Save” and the new database field will show in the Fields Table on the Fields Tab.

Fields can also be imported in bulk into a Form from a CSV file or PDF Field Import.

Uploading a PDF allows an individual to create a customized output for form entries. In order to do so, the PDF must be created on Adobe Acrobat Pro (or comparable software) and have made use of form fields.

A PDF can be created and uploaded after a form is in use, however no additional fields can be created at this time.

To upload a PDF form to be used for form entry outputs, go to the Home Page of the Forms Module. Click the three-dot icon to the right of the form title opening the context menu and select “Upload PDF”.

This will open the Upload PDF Form Modal.

Select “Choose File” to retrieve the PDF from your personal device.

Input a title for the PDF or select the clickable “Use Filename” link to have the system use the filename as the title. The revision date will automatically show the current day, but can be altered. Select the appropriate checkbox if the document is to be public, or if it is a 360 degree photo.

You can select individuals or certification roles as the document owner(s).

Select “Save” and a confirmation modal will appear stating, “File was uploaded.”

To create a new form, open the Home Page in the Forms Module from the Main Menu and select the Create Form button beneath the page header.

This will open the New Form Modal.

Input the Form Title (a required field), form notes, and any open/permissive/restrictive tags to be associated with the form.

There are three additional sections to the New Form Modal that expand when clicked with additional options for customization. Modal images and explanations of each input are included below.

Basic Settings Section

Advanced Settings Section

Form Styling Section

Select the Save button on the New Form Modal after customizing your form and the system will direct you to the form's Fields Tab where you can begin to input Form fields.

To add a field to a form, go to the Home Page of the Forms Module. . Click the three-dot icon to the right of the form title that you want to add a field to opening the Form context menu. Select “Fields”.

This opens the Fields Tab for the specific form of interest.

There are two ways to add an individual field to the Fields Table from here. Click the “New Field” button opening the New Form Field Modal.

The creation of a new field will always require you to enter a field name. Include an input for the displayed label and select the field type from a dropdown menu. The inputs on the New Form Field Modal will vary based on the Field Type.

Possible field types in the Forms Module include Form Fields, Formatting Fields, Utility Fields, Account Fields, and Reference a Database Entry. For an explanation of field types and the formatting choices associated with each one, reference the Understanding Fields Section of the Forms Module in the User Manual.

A form field can only have on field type. If you need to utilize another (e.g., formatting purposes), you can set the displayed label to be the same but the field label must be unique.

Once you are finished inputting the information for the new field, select “Save” and the new database field will show in the Fields Table on the Fields Tab.

Fields can also be imported in bulk into a Form from a CSV file or PDF Field Import.

Uploading a PDF allows an individual to create a customized output for form entries. In order to do so, the PDF must be created on Adobe Acrobat Pro (or comparable software) and have made use of form fields.

A PDF can be created and uploaded after a form is in use, however no additional fields can be created at this time.

To upload a PDF form to be used for form entry outputs, go to the Home Page of the Forms Module. Click the three-dot icon to the right of the form title opening the context menu and select “Upload PDF”.

This will open the Upload PDF Form Modal.

Select “Choose File” to retrieve the PDF from your personal device.

Input a title for the PDF or select the clickable “Use Filename” link to have the system use the filename as the title. The revision date will automatically show the current day, but can be altered. Select the appropriate checkbox if the document is to be public, or if it is a 360 degree photo.

You can select individuals or certification roles as the document owner(s).

Select “Save” and a confirmation modal will appear stating, “File was uploaded.”

To add a field to a form, go to the Home Page of the Forms Module. . Click the three-dot icon to the right of the form title that you want to add a field to opening the Form context menu. Select “Fields”.

This opens the Fields Tab for the specific form of interest.

There are two ways to add an individual field to the Fields Table from here. Click the “New Field” button opening the New Form Field Modal.

The creation of a new field will always require you to enter a field name. Include an input for the displayed label and select the field type from a dropdown menu. The inputs on the New Form Field Modal will vary based on the Field Type.

Possible field types in the Forms Module include Form Fields, Formatting Fields, Utility Fields, Account Fields, and Reference a Database Entry. For an explanation of field types and the formatting choices associated with each one, reference the Understanding Fields Section of the Forms Module in the User Manual.

A form field can only have on field type. If you need to utilize another (e.g., formatting purposes), you can set the displayed label to be the same but the field label must be unique.

Once you are finished inputting the information for the new field, select “Save” and the new database field will show in the Fields Table on the Fields Tab.

Fields can also be imported in bulk into a Form from a CSV file or PDF Field Import.

To import form entries from a CSV, form fields must have already been created.

To import form entries from a CSV, go to the Home Page of the Forms Module and click the three-dot icon to the right of the form you wish to import entries into. Select “Manage Entries”.

This opens the Manage Entries for (FORM NAME) Page.

Click the “Import Entries” button beneath the page header. This opens the Upload CSV for (FORM NAME) Modal.

Click the “Download Template” link at the top of the modal and a CSV file will be downloaded to your personal device. Notes have been provided if you are using the downloadable template to Upload bulk CSV form entries.

After creating your Forms Entries CSV file, save it as a CSV UTF-8 for importing. Click the “Choose File” button on the Upload CSV Modal and open the relevant file from your personal device.

Confirm that the correct CSV file now shows in the Upload CSV Modal.

Select the “Upload” button.

The entries imported from the CSV file will now show on the Upload CSV for (FORM NAME) Page.

The system automatically indicates to ignore the first row. Click “Import Now” if there are no errors.

A summary of the import will now show on the CSV Upload Page.

Click the “Entries for (FORM NAME)” link to see all imported entries on the Manage Entries Page.

Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be generated through this process, the PDF will also be saved by the system, so that future form entries can be downloaded into this PDF, allowing for customizable outputs.

A form must have already been created with no fields added for this method to work. If a field has already been added to the form, you are no longer able to bulk import form field names from a PDF Field Import. You are now required to enter each field name individually. Regardless, you can still upload a PDF Form that the system will use for future form entry downloads.

To import field names from a PDF file, go to the Home Page of the Forms Module.

Select the three-dot icon to the right of the Form Title opening the Form’s context menu. Select “Form”.

This opens the Fields Tab for a specific form. Select the “PDF Field Import” button.

This opens the PDF Field Import Modal.

To import fields using a PDF, use the “Prepare Form” tool in Adobe Acrobat Pro. Add the fields you wish to use for your form. Add a button on your document.

Within the button properties, click on the Actions Tab. On the “Mouse Down” trigger, add the “Submit a Form” Action.

Use the URL link provided on the PDF Field Import Modal in KAStrack.

Confirm that the Export Format is “PDF The complete document”.

Open the PDF and submit the form to generate the fields here.

You do not need to fill in any of the fields, and you must not sign it.

Select “Allow” and the PDF will confirm that the fields were added to the database.

Go to the Fields Table in the database Monday, and a warning now states that a PDF is associated with the form and that adding/editing or deleting fields may result in the PDF no longer being compatible.

The first row of the CSV file is for each of the form fields. If you download a CSV Template from the Upload CSV Modal, two additional column headers will show that are not form fields: Entry ID and Modify Existing Entry.

If you are importing form entries and no entries have been added to the form yet, leave these columns blank in your upload.

If form entries already exist in the database, the Entry ID column will contain the unique system generated ID for each pre-existing database entry. Leave this column blank if the row is to be imported as a new entry. The second column, Modify Existing Entry, should have a “Y” input if the existing entry is being modified and an “N” input if it has not been modified. Leave this column blank if the entry is new.

Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be generated through this process, the PDF will also be saved by the system, so that future form entries can be downloaded into this PDF, allowing for customizable outputs.

A form must have already been created with no fields added for this method to work. If a field has already been added to the form, you are no longer able to bulk import form field names from a PDF Field Import. You are now required to enter each field name individually. Regardless, you can still upload a PDF Form that the system will use for future form entry downloads.

To import field names from a PDF file, go to the Home Page of the Forms Module.

Select the three-dot icon to the right of the Form Title opening the Form’s context menu. Select “Form”.

This opens the Fields Tab for a specific form. Select the “PDF Field Import” button.

This opens the PDF Field Import Modal.

To import fields using a PDF, use the “Prepare Form” tool in Adobe Acrobat Pro. Add the fields you wish to use for your form. Add a button on your document.

Within the button properties, click on the Actions Tab. On the “Mouse Down” trigger, add the “Submit a Form” Action.

Use the URL link provided on the PDF Field Import Modal in KAStrack.

Confirm that the Export Format is “PDF The complete document”.

Open the PDF and submit the form to generate the fields here.

You do not need to fill in any of the fields, and you must not sign it.

Select “Allow” and the PDF will confirm that the fields were added to the database.

Go to the Fields Table in the database Monday, and a warning now states that a PDF is associated with the form and that adding/editing or deleting fields may result in the PDF no longer being compatible.

To import form entries from a CSV, form fields must have already been created.

To import form entries from a CSV, go to the Home Page of the Forms Module and click the three-dot icon to the right of the form you wish to import entries into. Select “Manage Entries”.

This opens the Manage Entries for (FORM NAME) Page.

Click the “Import Entries” button beneath the page header. This opens the Upload CSV for (FORM NAME) Modal.

Click the “Download Template” link at the top of the modal and a CSV file will be downloaded to your personal device. Notes have been provided if you are using the downloadable template to Upload bulk CSV form entries.

After creating your Forms Entries CSV file, save it as a CSV UTF-8 for importing. Click the “Choose File” button on the Upload CSV Modal and open the relevant file from your personal device.

Confirm that the correct CSV file now shows in the Upload CSV Modal.

Select the “Upload” button.

The entries imported from the CSV file will now show on the Upload CSV for (FORM NAME) Page.

The system automatically indicates to ignore the first row. Click “Import Now” if there are no errors.

A summary of the import will now show on the CSV Upload Page.

Click the “Entries for (FORM NAME)” link to see all imported entries on the Manage Entries Page.

Uploading a PDF allows an individual to create a customized output for form entries. In order to do so, the PDF must be created on Adobe Acrobat Pro (or comparable software) and have made use of form fields.

A PDF can be created and uploaded after a form is in use, however no additional fields can be created at this time.

To upload a PDF form to be used for form entry outputs, go to the Home Page of the Forms Module. Click the three-dot icon to the right of the form title opening the context menu and select “Upload PDF”.

This will open the Upload PDF Form Modal.

Select “Choose File” to retrieve the PDF from your personal device.

Input a title for the PDF or select the clickable “Use Filename” link to have the system use the filename as the title. The revision date will automatically show the current day, but can be altered. Select the appropriate checkbox if the document is to be public, or if it is a 360 degree photo.

You can select individuals or certification roles as the document owner(s).

Select “Save” and a confirmation modal will appear stating, “File was uploaded.”

Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be generated through this process, the PDF will also be saved by the system, so that future form entries can be downloaded into this PDF, allowing for customizable outputs.

A form must have already been created with no fields added for this method to work. If a field has already been added to the form, you are no longer able to bulk import form field names from a PDF Field Import. You are now required to enter each field name individually. Regardless, you can still upload a PDF Form that the system will use for future form entry downloads.

To import field names from a PDF file, go to the Home Page of the Forms Module.

Select the three-dot icon to the right of the Form Title opening the Form’s context menu. Select “Form”.

This opens the Fields Tab for a specific form. Select the “PDF Field Import” button.

This opens the PDF Field Import Modal.

To import fields using a PDF, use the “Prepare Form” tool in Adobe Acrobat Pro. Add the fields you wish to use for your form. Add a button on your document.

Within the button properties, click on the Actions Tab. On the “Mouse Down” trigger, add the “Submit a Form” Action.

Use the URL link provided on the PDF Field Import Modal in KAStrack.

Confirm that the Export Format is “PDF The complete document”.

Open the PDF and submit the form to generate the fields here.

You do not need to fill in any of the fields, and you must not sign it.

Select “Allow” and the PDF will confirm that the fields were added to the database.

Go to the Fields Table in the database Monday, and a warning now states that a PDF is associated with the form and that adding/editing or deleting fields may result in the PDF no longer being compatible.

To import form entries from a CSV, form fields must have already been created.

To import form entries from a CSV, go to the Home Page of the Forms Module and click the three-dot icon to the right of the form you wish to import entries into. Select “Manage Entries”.

This opens the Manage Entries for (FORM NAME) Page.

Click the “Import Entries” button beneath the page header. This opens the Upload CSV for (FORM NAME) Modal.

Click the “Download Template” link at the top of the modal and a CSV file will be downloaded to your personal device. Notes have been provided if you are using the downloadable template to Upload bulk CSV form entries.

After creating your Forms Entries CSV file, save it as a CSV UTF-8 for importing. Click the “Choose File” button on the Upload CSV Modal and open the relevant file from your personal device.

Confirm that the correct CSV file now shows in the Upload CSV Modal.

Select the “Upload” button.

The entries imported from the CSV file will now show on the Upload CSV for (FORM NAME) Page.

The system automatically indicates to ignore the first row. Click “Import Now” if there are no errors.

A summary of the import will now show on the CSV Upload Page.

Click the “Entries for (FORM NAME)” link to see all imported entries on the Manage Entries Page.

Uploading a PDF allows an individual to create a customized output for form entries. In order to do so, the PDF must be created on Adobe Acrobat Pro (or comparable software) and have made use of form fields.

A PDF can be created and uploaded after a form is in use, however no additional fields can be created at this time.

To upload a PDF form to be used for form entry outputs, go to the Home Page of the Forms Module. Click the three-dot icon to the right of the form title opening the context menu and select “Upload PDF”.

This will open the Upload PDF Form Modal.

Select “Choose File” to retrieve the PDF from your personal device.

Input a title for the PDF or select the clickable “Use Filename” link to have the system use the filename as the title. The revision date will automatically show the current day, but can be altered. Select the appropriate checkbox if the document is to be public, or if it is a 360 degree photo.

You can select individuals or certification roles as the document owner(s).

Select “Save” and a confirmation modal will appear stating, “File was uploaded.”

To import form entries from a CSV, form fields must have already been created.

To import form entries from a CSV, go to the Home Page of the Forms Module and click the three-dot icon to the right of the form you wish to import entries into. Select “Manage Entries”.

This opens the Manage Entries for (FORM NAME) Page.

Click the “Import Entries” button beneath the page header. This opens the Upload CSV for (FORM NAME) Modal.

Click the “Download Template” link at the top of the modal and a CSV file will be downloaded to your personal device. Notes have been provided if you are using the downloadable template to Upload bulk CSV form entries.

After creating your Forms Entries CSV file, save it as a CSV UTF-8 for importing. Click the “Choose File” button on the Upload CSV Modal and open the relevant file from your personal device.

Confirm that the correct CSV file now shows in the Upload CSV Modal.

Select the “Upload” button.

The entries imported from the CSV file will now show on the Upload CSV for (FORM NAME) Page.

The system automatically indicates to ignore the first row. Click “Import Now” if there are no errors.

A summary of the import will now show on the CSV Upload Page.

Click the “Entries for (FORM NAME)” link to see all imported entries on the Manage Entries Page.

Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be generated through this process, the PDF will also be saved by the system, so that future form entries can be downloaded into this PDF, allowing for customizable outputs.

A form must have already been created with no fields added for this method to work. If a field has already been added to the form, you are no longer able to bulk import form field names from a PDF Field Import. You are now required to enter each field name individually. Regardless, you can still upload a PDF Form that the system will use for future form entry downloads.

To import field names from a PDF file, go to the Home Page of the Forms Module.

Select the three-dot icon to the right of the Form Title opening the Form’s context menu. Select “Form”.

This opens the Fields Tab for a specific form. Select the “PDF Field Import” button.

This opens the PDF Field Import Modal.

To import fields using a PDF, use the “Prepare Form” tool in Adobe Acrobat Pro. Add the fields you wish to use for your form. Add a button on your document.

Within the button properties, click on the Actions Tab. On the “Mouse Down” trigger, add the “Submit a Form” Action.

Use the URL link provided on the PDF Field Import Modal in KAStrack.

Confirm that the Export Format is “PDF The complete document”.

Open the PDF and submit the form to generate the fields here.

You do not need to fill in any of the fields, and you must not sign it.

Select “Allow” and the PDF will confirm that the fields were added to the database.

Go to the Fields Table in the database Monday, and a warning now states that a PDF is associated with the form and that adding/editing or deleting fields may result in the PDF no longer being compatible.

To import form entries from a CSV, form fields must have already been created.

To import form entries from a CSV, go to the Home Page of the Forms Module and click the three-dot icon to the right of the form you wish to import entries into. Select “Manage Entries”.

This opens the Manage Entries for (FORM NAME) Page.

Click the “Import Entries” button beneath the page header. This opens the Upload CSV for (FORM NAME) Modal.

Click the “Download Template” link at the top of the modal and a CSV file will be downloaded to your personal device. Notes have been provided if you are using the downloadable template to Upload bulk CSV form entries.

After creating your Forms Entries CSV file, save it as a CSV UTF-8 for importing. Click the “Choose File” button on the Upload CSV Modal and open the relevant file from your personal device.

Confirm that the correct CSV file now shows in the Upload CSV Modal.

Select the “Upload” button.

The entries imported from the CSV file will now show on the Upload CSV for (FORM NAME) Page.

The system automatically indicates to ignore the first row. Click “Import Now” if there are no errors.

A summary of the import will now show on the CSV Upload Page.

Click the “Entries for (FORM NAME)” link to see all imported entries on the Manage Entries Page.

Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be generated through this process, the PDF will also be saved by the system, so that future form entries can be downloaded into this PDF, allowing for customizable outputs.

A form must have already been created with no fields added for this method to work. If a field has already been added to the form, you are no longer able to bulk import form field names from a PDF Field Import. You are now required to enter each field name individually. Regardless, you can still upload a PDF Form that the system will use for future form entry downloads.

To import field names from a PDF file, go to the Home Page of the Forms Module.

Select the three-dot icon to the right of the Form Title opening the Form’s context menu. Select “Form”.

This opens the Fields Tab for a specific form. Select the “PDF Field Import” button.

This opens the PDF Field Import Modal.

To import fields using a PDF, use the “Prepare Form” tool in Adobe Acrobat Pro. Add the fields you wish to use for your form. Add a button on your document.

Within the button properties, click on the Actions Tab. On the “Mouse Down” trigger, add the “Submit a Form” Action.

Use the URL link provided on the PDF Field Import Modal in KAStrack.

Confirm that the Export Format is “PDF The complete document”.

Open the PDF and submit the form to generate the fields here.

You do not need to fill in any of the fields, and you must not sign it.

Select “Allow” and the PDF will confirm that the fields were added to the database.

Go to the Fields Table in the database Monday, and a warning now states that a PDF is associated with the form and that adding/editing or deleting fields may result in the PDF no longer being compatible.

To import form entries from a CSV, form fields must have already been created.

To import form entries from a CSV, go to the Home Page of the Forms Module and click the three-dot icon to the right of the form you wish to import entries into. Select “Manage Entries”.

This opens the Manage Entries for (FORM NAME) Page.

Click the “Import Entries” button beneath the page header. This opens the Upload CSV for (FORM NAME) Modal.

Click the “Download Template” link at the top of the modal and a CSV file will be downloaded to your personal device. Notes have been provided if you are using the downloadable template to Upload bulk CSV form entries.

After creating your Forms Entries CSV file, save it as a CSV UTF-8 for importing. Click the “Choose File” button on the Upload CSV Modal and open the relevant file from your personal device.

Confirm that the correct CSV file now shows in the Upload CSV Modal.

Select the “Upload” button.

The entries imported from the CSV file will now show on the Upload CSV for (FORM NAME) Page.

The system automatically indicates to ignore the first row. Click “Import Now” if there are no errors.

A summary of the import will now show on the CSV Upload Page.

Click the “Entries for (FORM NAME)” link to see all imported entries on the Manage Entries Page.

Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be generated through this process, the PDF will also be saved by the system, so that future form entries can be downloaded into this PDF, allowing for customizable outputs.

A form must have already been created with no fields added for this method to work. If a field has already been added to the form, you are no longer able to bulk import form field names from a PDF Field Import. You are now required to enter each field name individually. Regardless, you can still upload a PDF Form that the system will use for future form entry downloads.

To import field names from a PDF file, go to the Home Page of the Forms Module.

Select the three-dot icon to the right of the Form Title opening the Form’s context menu. Select “Form”.

This opens the Fields Tab for a specific form. Select the “PDF Field Import” button.

This opens the PDF Field Import Modal.

To import fields using a PDF, use the “Prepare Form” tool in Adobe Acrobat Pro. Add the fields you wish to use for your form. Add a button on your document.

Within the button properties, click on the Actions Tab. On the “Mouse Down” trigger, add the “Submit a Form” Action.

Use the URL link provided on the PDF Field Import Modal in KAStrack.

Confirm that the Export Format is “PDF The complete document”.

Open the PDF and submit the form to generate the fields here.

You do not need to fill in any of the fields, and you must not sign it.

Select “Allow” and the PDF will confirm that the fields were added to the database.

Go to the Fields Table in the database Monday, and a warning now states that a PDF is associated with the form and that adding/editing or deleting fields may result in the PDF no longer being compatible.

To add a field to a form, go to the Home Page of the Forms Module. . Click the three-dot icon to the right of the form title that you want to add a field to opening the Form context menu. Select “Fields”.

This opens the Fields Tab for the specific form of interest.

There are two ways to add an individual field to the Fields Table from here. Click the “New Field” button opening the New Form Field Modal.

The creation of a new field will always require you to enter a field name. Include an input for the displayed label and select the field type from a dropdown menu. The inputs on the New Form Field Modal will vary based on the Field Type.

Possible field types in the Forms Module include Form Fields, Formatting Fields, Utility Fields, Account Fields, and Reference a Database Entry. For an explanation of field types and the formatting choices associated with each one, reference the Understanding Fields Section of the Forms Module in the User Manual.

A form field can only have on field type. If you need to utilize another (e.g., formatting purposes), you can set the displayed label to be the same but the field label must be unique.

Once you are finished inputting the information for the new field, select “Save” and the new database field will show in the Fields Table on the Fields Tab.

Fields can also be imported in bulk into a Form from a CSV file or PDF Field Import.

To import form entries from a CSV, form fields must have already been created.

To import form entries from a CSV, go to the Home Page of the Forms Module and click the three-dot icon to the right of the form you wish to import entries into. Select “Manage Entries”.

This opens the Manage Entries for (FORM NAME) Page.

Click the “Import Entries” button beneath the page header. This opens the Upload CSV for (FORM NAME) Modal.

Click the “Download Template” link at the top of the modal and a CSV file will be downloaded to your personal device. Notes have been provided if you are using the downloadable template to Upload bulk CSV form entries.

After creating your Forms Entries CSV file, save it as a CSV UTF-8 for importing. Click the “Choose File” button on the Upload CSV Modal and open the relevant file from your personal device.

Confirm that the correct CSV file now shows in the Upload CSV Modal.

Select the “Upload” button.

The entries imported from the CSV file will now show on the Upload CSV for (FORM NAME) Page.

The system automatically indicates to ignore the first row. Click “Import Now” if there are no errors.

A summary of the import will now show on the CSV Upload Page.

Click the “Entries for (FORM NAME)” link to see all imported entries on the Manage Entries Page.

Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be generated through this process, the PDF will also be saved by the system, so that future form entries can be downloaded into this PDF, allowing for customizable outputs.

A form must have already been created with no fields added for this method to work. If a field has already been added to the form, you are no longer able to bulk import form field names from a PDF Field Import. You are now required to enter each field name individually. Regardless, you can still upload a PDF Form that the system will use for future form entry downloads.

To import field names from a PDF file, go to the Home Page of the Forms Module.

Select the three-dot icon to the right of the Form Title opening the Form’s context menu. Select “Form”.

This opens the Fields Tab for a specific form. Select the “PDF Field Import” button.

This opens the PDF Field Import Modal.

To import fields using a PDF, use the “Prepare Form” tool in Adobe Acrobat Pro. Add the fields you wish to use for your form. Add a button on your document.

Within the button properties, click on the Actions Tab. On the “Mouse Down” trigger, add the “Submit a Form” Action.

Use the URL link provided on the PDF Field Import Modal in KAStrack.

Confirm that the Export Format is “PDF The complete document”.

Open the PDF and submit the form to generate the fields here.

You do not need to fill in any of the fields, and you must not sign it.

Select “Allow” and the PDF will confirm that the fields were added to the database.

Go to the Fields Table in the database Monday, and a warning now states that a PDF is associated with the form and that adding/editing or deleting fields may result in the PDF no longer being compatible.

The first row of the CSV file is for each of the form fields. If you download a CSV Template from the Upload CSV Modal, two additional column headers will show that are not form fields: Entry ID and Modify Existing Entry.

If you are importing form entries and no entries have been added to the form yet, leave these columns blank in your upload.

If form entries already exist in the database, the Entry ID column will contain the unique system generated ID for each pre-existing database entry. Leave this column blank if the row is to be imported as a new entry. The second column, Modify Existing Entry, should have a “Y” input if the existing entry is being modified and an “N” input if it has not been modified. Leave this column blank if the entry is new.

To create a new form, open the Home Page in the Forms Module from the Main Menu and select the Create Form button beneath the page header.

This will open the New Form Modal.

Input the Form Title (a required field), form notes, and any open/permissive/restrictive tags to be associated with the form.

There are three additional sections to the New Form Modal that expand when clicked with additional options for customization. Modal images and explanations of each input are included below.

Basic Settings Section

Advanced Settings Section

Form Styling Section

Select the Save button on the New Form Modal after customizing your form and the system will direct you to the form's Fields Tab where you can begin to input Form fields.

To add a field to a form, go to the Home Page of the Forms Module. . Click the three-dot icon to the right of the form title that you want to add a field to opening the Form context menu. Select “Fields”.

This opens the Fields Tab for the specific form of interest.

There are two ways to add an individual field to the Fields Table from here. Click the “New Field” button opening the New Form Field Modal.

The creation of a new field will always require you to enter a field name. Include an input for the displayed label and select the field type from a dropdown menu. The inputs on the New Form Field Modal will vary based on the Field Type.

Possible field types in the Forms Module include Form Fields, Formatting Fields, Utility Fields, Account Fields, and Reference a Database Entry. For an explanation of field types and the formatting choices associated with each one, reference the Understanding Fields Section of the Forms Module in the User Manual.

A form field can only have on field type. If you need to utilize another (e.g., formatting purposes), you can set the displayed label to be the same but the field label must be unique.

Once you are finished inputting the information for the new field, select “Save” and the new database field will show in the Fields Table on the Fields Tab.

Fields can also be imported in bulk into a Form from a CSV file or PDF Field Import.

Uploading a PDF allows an individual to create a customized output for form entries. In order to do so, the PDF must be created on Adobe Acrobat Pro (or comparable software) and have made use of form fields.

A PDF can be created and uploaded after a form is in use, however no additional fields can be created at this time.

To upload a PDF form to be used for form entry outputs, go to the Home Page of the Forms Module. Click the three-dot icon to the right of the form title opening the context menu and select “Upload PDF”.

This will open the Upload PDF Form Modal.

Select “Choose File” to retrieve the PDF from your personal device.

Input a title for the PDF or select the clickable “Use Filename” link to have the system use the filename as the title. The revision date will automatically show the current day, but can be altered. Select the appropriate checkbox if the document is to be public, or if it is a 360 degree photo.

You can select individuals or certification roles as the document owner(s).

Select “Save” and a confirmation modal will appear stating, “File was uploaded.”