Form Templates & Builder
Create custom forms for data collection at each project stage with powerful field types and file upload capabilities.
Overview
The Form Template Builder is a powerful tool that allows you to create custom forms for collecting data at each stage of your solar projects. These forms can include various field types, from simple text inputs to complex file uploads and location data.
Forms are integrated with your project lifecycle stages, ensuring that the right data is collected at the right time. This system provides consistency across projects while maintaining flexibility for different project requirements.
Available Field Types
Basic Fields
- Text: Single line text input
- Textarea: Multi-line text input
- Number: Numeric input with validation
- Email: Email address with format validation
- Phone: Phone number input
Advanced Fields
- Select: Dropdown with predefined options
- Multiselect: Multiple choice selection
- Date: Date picker with calendar
- Location: GPS coordinates capture
- Boolean: Yes/No toggle switch
File Upload Capabilities
Image Upload Fields
Capture photos and images directly in your forms with configurable upload settings.
- • Maximum file size (1-50 MB)
- • Number of files (1-20)
- • Allowed image formats
- • Multiple file selection
- • Site survey photos
- • Installation progress
- • Quality inspection
- • Before/after comparisons
Document Upload Fields
Upload important documents, certificates, and forms with comprehensive file management.
- • PDF documents
- • Word documents
- • Excel spreadsheets
- • Text files
- • Permits and licenses
- • Technical specifications
- • Compliance documents
- • Project contracts
Form Builder Interface
Creating Forms
Add Fields
Drag and drop field types from the sidebar to build your form structure. Each field can be configured with specific properties and validation rules.
Configure Properties
Set field labels, validation rules, required/optional status, and field-specific options like dropdown choices or file upload limits.
Preview & Test
Test your form in real-time to ensure it works correctly on all devices and captures the data you need.
Form Filling Experience
Dynamic Form Renderer
The DynamicFormFiller component provides an intuitive interface for users to complete forms with a tabbed layout and responsive design.
Key Features:
- Tabbed interface for better organization
- Field grouping by sections
- Real-time validation
- File upload integration
- Mobile-responsive design
User Experience:
- Clear field labels and help text
- Progress indicators
- Auto-save functionality
- Offline capability
Best Practices
Keep Forms Simple
Design forms with the user in mind. Keep fields logical, use clear labels, and avoid overwhelming users with too many fields at once.
Use Appropriate Field Types
Choose the right field type for each data point. Use dropdowns for predefined options, date pickers for dates, and file uploads for documents and images.
Implement Validation
Add appropriate validation rules to ensure data quality. Required fields, format validation, and file type restrictions help maintain data integrity.
Test on All Devices
Ensure your forms work well on desktop, tablet, and mobile devices. Field workers often use mobile devices in the field.
Next Steps
Now that you understand Form Templates, explore these related features:
Last updated on November 17, 2025