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Custom Forms

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    1. 1. Topics in this section

    Navigation: Document ManagementCustom Forms

    Custom Forms are user-defined forms that Constructware Site Administrators can create and modify to expand the functionality of Constructware. Users select a custom form from the Form Name Lookup Table on the Custom Forms Log screen found in the Document Management folder.

    You can create a new instance of the custom form and answer the questions. You can also Edit, View, and Print any previously completed instance of the custom form. Although the custom form is available across all projects, the system saves each entry (where the user has answered the questions) of the custom form with the project.

    Therefore, it is important when working with a custom form to ensure that you have selected the correct project.

    Custom form data-types contains information on the options presented to you when answering custom form questions.

    Some uses of custom forms include:

    • Specialized Project Reports (for example: Construction Quality Control)
    • Project Checklists (for example: Jobsite Trailer Checklist)
    • Contractor Information Gathering (for example: Contractor Contact Data Sheet)