Setup
You will need the Forms V2 module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group:
Can change site configuration settings.
Can configure forms.
Click here to learn about permissions and security groups.
Introducing Forms V2 Form Builder: a new drag-and-drop form template tool designed for easier setup, editing, and customisation—no coding needed. It works alongside the Dynamic forms and is available in the customer portal.
How to add a form from the template library
1. Navigate to Control Panel > Forms V2 and click Choose from library.
2. Select the country from the Select Template group dropdown and open one of the available templates from the list, then click Start using this form.
To customise the form from the template library, edit the form and use the form builder.
Regional template libraries
The template library includes regional libraries, which you choose with the Select Template group dropdown. For UK workspaces these include the UK Fire and UK Intruder libraries. The UK Fire library includes forms for extinguishers, including BS 5306 extinguisher forms.
If you can't find the form you need, check the other libraries in the dropdown before building a blank form.
How to create a blank form
1. Navigate to Control Panel > Forms V2 and click + Create blank template.
2. Build the form, then click Save form.
How to edit or deactivate the form
1. Navigate to Control Panel > Forms V2 and click Edit on the existing form.
2. Untick is Active checkbox or customise the form using builder, then click Update form template.
