Forms·Updated Aug 2026

Form Elements

Every element you can add to a form, and what each setting does

A form is built from elements. Some ask a question, some lay the page out, and some fill themselves in from the job. This is the full list, in the order they appear in the builder.

Questions

These are the elements someone fills in on site.

Short TextOne line of text — a name, a serial number, a licence number. Takes half the width.
Long TextA multi-line box for notes, defects, scope descriptions and anything that needs a paragraph.
NumberNumbers only, with optional limits, units and decimals. Takes half the width.
Single ChoiceRadio buttons — pick exactly one. Best for Pass / Fail, Yes / No / N/A.
Multiple ChoiceTick boxes — pick as many as apply. Good for PPE checks and equipment lists.
DropdownThe same as single choice but collapsed into a list. Use it when there are a lot of options. Takes half the width.
Date SelectA date picker, with optional time. Takes half the width.
File UploadPhotos or documents attached to the form — before and after shots, certificates, spec sheets.
SignatureDrawn with a finger on site or typed. Use it for sign-offs, inductions and handovers.

Layout and content

These don't ask anything; they make the form readable.

Section BreakA heading with an optional line of description underneath, and a rule across the page. Use one wherever the form changes topic.
ImageA picture you upload while building the form — a site diagram, a wiring reference, a compliance logo. It shows on every copy of the form and can carry a caption.

Data fields

Data FieldFills itself in from Teamsmith when the form is opened on a job. Nobody types it and nobody gets it wrong.

Pick the source from the list when you add the field:

  • Company — company name, ABN, office phone, office email, company address.
  • Job — job number, job title, job description, job address.
  • Client — client name, contact name, contact phone, contact email.
  • Quote — quote number, quote title, quote total, quote expiry.
  • Current user — the name, email and mobile of whoever is filling the form in.

The field labels itself from the source (Job Address, User Name and so on). Set a label override if the paper form calls it something else, like "Site Address" or "Inducted By".

Use data fields for the boring half of the form

The header block on most compliance forms — job number, site address, client, licence holder, date — is all data fields. That's half the form filled in before anyone touches it.

Field settings

Add an element, then open its settings for the rest of the options. On the web, hover the field and click the pencil; in the app, tap the field.

Most fields have:

  • Field name — the label, up to 50 characters.
  • Placeholder text — grey hint text shown while the field is empty. Not available on choice, dropdown, upload or signature fields.
  • Required — the form can't be submitted until it's filled in. Required fields show a red asterisk.

Choice options

Single choice, multiple choice and dropdown fields keep their options right on the form, so you can type them in without opening settings. Add New Option adds another; the × removes one. Every choice field keeps at least two options.

Number settings

  • Min and Max — the range that's accepted.
  • Default value — pre-fills the field.
  • Prefix and Suffix — units shown either side of the box, like $ or kg or mm.
  • Whole numbers only — no decimals.
  • Decimal places — how many decimals to allow when whole numbers is off.

Date settings

  • Include time — captures a time as well as a date.
  • Default to today — pre-fills the current date.
  • Date restriction — no restriction, future dates only (expiry and review dates), or past dates only (dates of work, inspection dates).

Upload settings

  • Allowed file types — any file, images only (JPG, PNG, WebP, GIF), or documents only (PDF).
  • Max number of files — up to 20 per field.
  • Max file size — up to 50MB per file.

Conditional visibility

Any field can be hidden until an earlier answer calls for it: show Defect Description when Inspection Result is Fail.

  • The trigger has to be a single choice, multiple choice or dropdown field above the field you're setting up.
  • The condition is is or is not, and the value comes from that field's options.
  • Fields with a condition show a yellow badge on the builder canvas so you can see the logic at a glance.
  • Reordering a field above its own trigger is blocked, and deleting a trigger field warns you first and clears the conditions that depended on it.

That keeps a long safety form short for the person filling it in — the follow-up questions only appear when something actually fails.

What you can edit where

The app covers the everyday build: adding elements, labels, required, placeholder, choice options, half or full width, reordering and deleting. The number, date and upload settings, conditional visibility, image uploads and the branded preview are web-only for now. A form built on the web keeps all of that intact when it's edited in the app — nothing is dropped.