Create a Control Form

The purpose of this article is to explain how to create a control form. 

Creating a Control Form with Kairnial is very easy. You have the ability to define the design and layout as you go.

1. Click Control Forms
2. Click the  button to add a new form
3. Enter a control form title
   
   
   
   
4. Select the tab Lines (Manual add)
5. In the dropdown menu, select the type of field you wish to create
   The options from the list are:
   
   1. Autocomplete – Shows your form's progress in percentage (%)
   2. Boolean – Provides a simple Yes/No toggle
   3. List (single choice) – Shows a list where only one value can be selected
   4. Contact List – Allows the selection of the companies available on the project
   5. Date – Allows the recording of a specific date field
   6. Date and time – Allows the recording of a specific date AND time
   7. History – Shows the history of the form
   8. Multi-Choice (Button list) – Used for presenting multiple values as buttons (ex: Yes, No, N/A, etc.)
   9. Star Rating – Provide a star rating 
   10. Progress Bar – Shows a 0% - 100% progress bar to be completed
   11. Section Field – Provides a sectional heading for grouping items
   12. Planning Field – Start and finish dates
   13. Signature Widget – Allows a field that can be used as a signature block
   14. Text Field – Allows entry of free text (single line)
   15. Multi-line text – Allows entry of free text (multi-line)
   16. Read-only Comment Field – Enter free text for the user of the form to see (contract terms or descriptions for example)
   17. Files – Adding files
6. Once selected, enter a title
7. Click + to add a new line
   
   
   
   
8. Additional options will be displayed next to the newly created line item
   
   

   Activate (green) or deactivate (red cross) the line item
   Settings to configure (i.e. the values for the List (single choice))
   Activate (green) or deactivate (red) the Observations linking to the field
   Allow (green) or not (red) photos to be added to the line item
   Allow (green) or not (red) comments to be added to the line item
   Delete the line item

   
   Once your control form is completed, you can set up the user permissions to manage who can view this control form:
   
   
9. Click the Groups tab
10. Check the groups who can have access to the form
11. Click Save upon completion
    
    

Next Step

• Manage User Permissions on Control Forms