- 01
Open the form designer
In the web portal, open Forms and choose the form you want to edit.
- 02
Add a page
Use the pages panel to add a page wherever the form naturally breaks—such as site details, checks and sign-off.
- 03
Rename, reorder or delete pages
Rename each page so the field team knows what it covers, move pages into the right order and delete any page that is no longer needed.
- 04
Add a show/hide rule
Select a field and add a condition based on an earlier answer. Operators include equals, not equals, any of, all of, empty and not empty. On the phone the form updates as soon as the answer changes, so notes and follow-up questions appear only when they apply.
- 05
Combine conditions
Join multiple conditions with AND or OR, so a question appears only when every condition—or any one of them—is met. Fields can also be required only while they are visible.
- 06
Test every path
Use the live fill preview with mock data to walk each branch before publishing the form.
Good to know
- ✓Keep page names action-oriented so progress feels clear on site.
- ✓A failed check revealing a photograph and remedial action is the most useful first rule.
Still stuck?
Send us the project and the step you reached, and we’ll take a look.