Different rooms can require different questions. Assign forms to the relevant spaces so field users only see what they need to complete there.
- 01
Create or select the form
Use an existing form from the Forms page, or create the form the space needs with Add form.
- 02
Open the project forms
Open the project and select the Forms tab. It lists each form with its Space, Status (Complete or Incomplete) and when it was last updated.
- 03
Add the form
Select + Assign to space, choose the form and pick the space it applies to. Use + Add form for a form that belongs to the whole project.
- 04
Check the assignment
Confirm the form appears within the correct space and is available to the assigned field team.
- 05
Repeat only where required
Assign different forms to other spaces when their survey or commissioning requirements differ.
Good to know
- ✓Name forms by purpose rather than by a single project so they remain reusable.
- ✓Use a product-level form when the questions relate to an individual device rather than the whole room.
Still stuck?
Send us the project and the step you reached, and we’ll take a look.