Custom Form Packs allow you to create a collection of:
- Custom Forms (template based forms filled in for read only access as a Pdf)
- Custom Web Forms (online forms for sending and collecting all manner of data including text, files, signatures for updating data in Tracker automatically)
Custom Form Packs are setup in Tools & Settings > Customization > Custom Form Packs and is controlled in the User Group settings along with the other Tools and Settings in Tracker:
Add a new Custom Form Pack using the [+] button and specifiy the name for the Pack, the Association (which will provide a list of associated forms in the next step) and if you have a similar Pack already created, you can choose to clone and existing Pack:
Once created you will be able to add existing Custom Forms or Custom Web Forms to the Pack using the [+ Add Form] button. These can be rearranged using the sort icon to the left once they are in the Custom Pack Forms list:
You can update or delete Custom Form Packs from this page also using the Edit and Delete buttons next to the Custom Form Pack drop down list.