Add a Form to a Work Type

After you create a custom data capture form (form builder), you can add it to your work type in the sharedo Modeller.

Adding Data Capture to the Work Type Key Facts Blade

To use your work type, you must add different sections, navigation bars, and menus to the key facts blade.

To configure the key facts blade, take the following steps:

  1. Select Launchpad > Modeller > Work type.
  2. Select the work type you wish to work on. 

    If you have many work types, you can use the search box at the top of the screen to filter the list.

  3. On the work type settings page, click the Aspects button at the top right-hand side of the page. 
     
     

    If you have created your work type as a child of another work type, you can use the copy from parent button to quickly copy the same aspects that appear on the parent. This speeds up the process, even if the final content differs.

  4. Select Form Builder.  
  5. Set the attributes for your form builder aspect using the options in the table below as a guide:  
Attribute Description
Permissions  
Use this option to select any specific global permissions.
Stripe  
Add matching rules to control when to display your form.
Settings  

Configure the settings for your form builder aspect. Select the form you want displayed as the default.  

Decide how you want your form to be displayed:

  • Inline: displays within the main blade form
  • Nav Bar: displays as a navigation bar. The form is opened up on a new blade. Use this for longer forms or forms that are less frequently used.
  1. Click Save.