Forms
Create surveys, checklists, and questionnaires to collect data from your team, locations, and assets.
What You Can Do with Forms
Create Forms
Build custom forms with various question types to collect the data you need.
Assign to Locations
Link forms to specific locations or assets for targeted data collection.
Automate Work Requests
Route public form responses into the right work request flow and requester follow-up journey.
View Responses
Review submitted responses and track completion rates.
Export Data
Download responses to CSV or Excel for reporting and analysis.
Form Types
Infodeck supports two types of forms:
Regular Forms
Standard data collection forms that can be assigned to locations or assets. Use these for:
- Safety inspections
- Equipment checklists
- Customer feedback
- Incident reports
- Inventory counts
Public regular forms can also drive automation into work requests, requester updates, and public tracking flows.
Work Order SOPs
Standard Operating Procedure forms that are attached to work orders. Technicians fill these out when completing work orders to ensure:
- Consistent procedures are followed
- Required steps are documented
- Compliance requirements are met
Getting Started
- Create your first form - Build a form with the visual form builder
- Automate work requests - Route public responses into the right operations flow
- Share the form link - Give users access via URL or QR code
- Review responses - Monitor submissions and track completion
Form Status
Forms have four status levels:
| Status | Description |
|---|---|
| Draft | Form is being created and not yet available |
| Active | Form is live and accepting responses |
| Paused | Form is temporarily stopped |
| Archived | Form is inactive and no longer accepting responses |
Plan Limits
| Plan | Maximum Forms |
|---|---|
| Lite | 3 forms |
| Basic | 10 forms |
| Professional | Unlimited |
| Enterprise | Unlimited |
Export to CSV/Excel is available on Basic plan and above.
Need help? Contact Infodeck Support