Overview
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What is a Form ID?
Form ID is an element residing within our Organisational forms. When added to the Scope of Work template, it creates a dynamic connection between the form and the Scope of Work item.
Discover how it enforces completion, ensuring that a responsible person can't mark the item as complete without filling out the form. Plus, explore the seamless functionality of automatic updates, guaranteeing that the latest form is always attached to the Scope of Work item.
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How can I set it up?
- To set it up, first go to your Organisation panel and choose a form you'd like to connect with your Scope of work item and click on "Edit":
The form ID can also be added when creating a form.
- Next, click on "Edit" one more time:
- Now, you can add your ID name - the name should consist only of lowercase letters and the underscore character (_) if it's more than one word:
- Save your changes and make sure that your Form is published. Now, you will have to insert the ID name into your Scope of Work template - it can be your Organizational template if you'd like to have it available for future projects. You just have to insert the ID in "required form ID" field:
- Save your excel sheet and upload as your Organizational Scope of work template. If you have any existing projects where you'd like to add required forms into your SoW template, you can export your template directly from your project:
- Insert the ID name into your existing Scope of Work template:
- Then import it back to your project:
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How does it work?
After successfully connecting your form to the Scope of Work (SoW) items, the assigned individual for the SoW item will notice a required form for that item on their mobile app. They can fill it out by clicking on the form icon:
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It is essential to note that they will not be able to complete the SoW until they have completed this mandatory form.