Projects and work
Build a JobBuddy form and attach it to the right workflow
Create a form with the right questions, statuses, categories, and Item Type association. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Company admin.
- Company-admin access
- target Item Type/project workflow
- status and reporting requirements.
Customize → Forms (#/admin/forms) → New Form (#/admin/forms/new) or edit #/admin/forms/:formId/edit
Build a JobBuddy form and attach it to the right workflow
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Open the workspace
In JobBuddy, go to Customize → Forms (#/admin/forms) → New Form (#/admin/forms/new) or edit #/admin/forms/:formId/edit.
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Confirm access and starting state
Company-admin access; target Item Type/project workflow; status and reporting requirements.
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Complete the main setup
Review form metadata, sections/questions, required fields, options, status definitions, category/archive behavior, linking to Item Types, preview/test, safe edits after submissions exist, and mobile implications.
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Verify the result
Create a form with the right questions, statuses, categories, and Item Type association.
Expected result: Create a form with the right questions, statuses, categories, and Item Type association.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Company-admin access; target Item Type/project workflow; status and reporting requirements.
The result is incomplete or unexpected.
Question types, validation, categories, submission statuses, Item Type linkage, mobile use, version history, and downstream PDF/reporting expectations must be designed together.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Create a form with the right questions, statuses, categories, and Item Type association.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.