> ## Documentation Index > Fetch the complete documentation index at: https://docs.on-site.io/llms.txt > Use this file to discover all available pages before exploring further. # Forms > Build form templates, fill in entries and review them in a project's Forms tab. Forms capture records such as inspections, daily logs and checklists. A form template sets the questions. Each filled-in form is an entry. > [!NOTE] > > Forms is in beta, so the **Forms** tab shows a **Beta** label. ## The Forms tab > [tab] Phone > > Open a project and tap **Forms** to see the project's form templates. Search them, or tap the filter button to filter by **Form template** or **Categories**. > > On each template, tap **New entry** to fill it in, or **View entries** to see what's been filled in. If you can manage the template, tap **⋯** for **Edit form template**, **Duplicate form template** and **Delete form template**. > [tab] Computer > > Open a project and choose **Forms**. Search templates and entries, and filter by template, by who submitted, or by date. Each template has **New entry** and **Open full table**. If you can manage it, you'll also see **Edit**, **Duplicate** and **Retire**. Deleting or retiring a template keeps its existing entries. It just stops accepting new ones. ### Who can manage templates Project admins and organisation owners and admins can create, edit, duplicate and delete templates. Organisation templates, available in every project, can only be managed by organisation owners and admins. ## Create a template On a phone, tap **+** on the **Forms** tab. On a computer, click **New template**. Then choose how to start: | Phone | Computer | What it does | | - | - | - | | **Build with Blue** | **Create with Blue** | Describe the form by typing, speaking or adding a photo of an existing form. Refine the draft with Blue. | | **Choose from library** | **Choose from template** | Start from a ready-made template and adapt it. | | **Create from spreadsheet** | **Import spreadsheet** | Upload a CSV, XLS or XLSX file (up to 10 MB), or photograph a spreadsheet. Headings become fields and each row becomes a draft entry, up to 100 rows and 50 columns. | | **Start from scratch** | **Build from scratch** | Start with a blank form. | ### Build the template The builder has three steps. A computer shows the same settings with slightly different names. **1. Details** Add a name, description, icon and tags. Under **Availability**, choose **Project** or **Organization**. In **Triggers**, tell Blue when chat messages should lead to an entry. See [Confirm Blue's suggestions](https://docs.on-site.io/blue/suggestions.md). **2. Fields** Tap **Add field** and pick a field type. Set its label, help text and whether it's required. Drag fields to reorder them. **3. Approval** * **Require submission**: entries stay as drafts until someone submits them. With it off, changes save automatically. * **Require approval**: choose one approver, any of several, or a set order. Approvers can be specific people, a role, or whoever is project admin. * **Who can create entries**: **Anyone in project**, **Specific roles** or **Specific people**. * **Editing after submission**: let the submitter edit for 24 hours, 3 days, always, or never. You can also let approvers and admins always edit. ### Field types | Group | Field types | | - | - | | Basic | Short text, Long text, Number, Date, Time, Date and time, Checkbox | | Choice | Single choice, Multiple choice, Checklist, Person, Category | | Field capture | Photo, Attachment, Keyplan location, GPS coordinates, Signature | | Layout | Section header, Display text | | Structured data | Linked content, Table entries, Calculated, Auto-number | | Reporting | Project statistics, Blue summary | **Keyplan location** pins a spot on a project [keyplan](https://docs.on-site.io/work/keyplans.md). **Linked content** links tasks, other entries, or project photos and files. **Table entries** holds rows of answers, such as a list of workers. ### Recurring forms This is phone only, for project templates. In the **Details** step, turn on **Enable recurring form**. Each time the form repeats, OnSite creates a task with the form attached. Choose the **Frequency**, **Starts on** date, days of the week, an optional end date, **Due after (days)**, the **Task reporter** and **Default assignees**. The frequency, days and start date lock once the first task is created. The tasks appear with other [repeating tasks](https://docs.on-site.io/work/tasks.md#repeating-tasks), but you change their schedule in the form template. ## Fill in an entry Start an entry in any of these ways: * On the **Forms** tab, tap **New entry** on a template. * In a chat, tap **+** in the message box, then **New form entry** (phone) or **Submit a form** (computer). * Open a task that has a form attached. See [Tasks](https://docs.on-site.io/work/tasks.md). * Confirm an entry Blue suggests from a chat. See [Confirm Blue's suggestions](https://docs.on-site.io/blue/suggestions.md). Some fields have extra options: * **Photo** and **Attachment**: **Take photo**, **Choose from library** or **Choose from project media**. See [Media and files](https://docs.on-site.io/work/media-and-files.md). * **Keyplan location**: tap **Select keyplan location**, choose a keyplan and place the pin. * **GPS coordinates**: **Use current location** or **Enter coordinates**. Blue can suggest answers. On a phone, tap the Blue button at the bottom of the entry and describe what happened. On a computer, use **Draft with Blue**. Nothing changes until you apply Blue's answers. When you're done, tap **Save as draft** (**Save draft** on a computer) or **Submit**. ### Approve, edit or delete an entry An entry's status is **Draft**, **Submitted**, **Pending approval**, **Approved** or **Changes requested**. Approvers open the entry and tap **Approve** or **Reject**. A rejection needs a note. The submitter then edits the entry and submits it again. The template's editing setting decides who can change a submitted entry. **History** shows each change and who made it. Project admins can delete any entry. You can delete your own drafts, and your own entries on forms that don't need submitting. ## The entries table > [tab] Phone > > Tap **View entries** on a template. Search, filter by status, choose **Columns** or tap **Export CSV**. Tap a cell to edit it, if you're allowed. Otherwise the entry opens. > [tab] Computer > > Click **Open full table** on a template. Search, filter by status, choose **Columns** or click **Export CSV**. ## Export entries * **One entry:** on a phone, tap the share icon in the entry, then **Export PDF** or **Export DOCX**. On a computer, click **Export PDF** or **Export DOCX** in the entry. * **All entries:** use **Export CSV** in the entries table. To keep a field out of PDFs, turn off **Visible in export** in the field's settings. On a computer, it's called **Include in exported documents**. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.