How to Create a Form
Overview
Creating a form in Geo-CX is a three-step wizard. You choose whether to start from scratch or use a template, then fill in the form's metadata — name, type, and the projects it applies to. Once created, the form opens in the editor where you build out its fields and sections.
**This action requires specific permissions. If the + Add New button is not visible on the Forms list, contact your administrator.
For an overview of form types and statuses, see → Forms Management: Overview.
--[Image: Document Builder screen showing the Start From Scratch and Use a Template cards]--
Step 1 — Choose How to Start
From the sidebar, expand Form Builder and click Create Form. The wizard opens on the first step.
Two options are available:
| Option | When to use |
|---|---|
| Start From Scratch | You want to build the form from a blank canvas |
| Use a Template | You want to start from a pre-built structure and customize it |
Click Create New or Select a Template to continue.
Step 2 — Choose a Template (if applicable)
If you chose Use a Template, a gallery of available templates appears. Each template shows its name, form type, and a short description.
Use the search bar to filter templates by name. Click Use this template on the one you want — this pre-selects it for the next step.
Skipping templates goes straight to Step 3. If you chose Start From Scratch, Step 2 is bypassed entirely and you go directly to the form details.
Step 3 — Form Details
This step collects the form's metadata. All fields except Description are required.
| Field | Notes |
|---|---|
| Form Name | The name that appears in the form list and in the mobile app — up to 30 characters |
| Prefix | A short code used to identify submissions (e.g., IRM, SF1) — up to 10 alphanumeric characters, no spaces or special characters |
| Form Type | The category and type of form — see the table below |
| Projects | The projects this form will be available on — select one or more, or use Select All |
Form Types
| Form Type | Category | Notes |
|---|---|---|
| Audit | Safety | Requires a recurrence schedule — see below |
| Incident Report | Safety | |
| Other Safety | Safety | |
| Project Impact | Documentation | |
| Expense Request | Documentation | |
| Other | Documentation | |
| Daily Tasks | Documentation |
The form type cannot be changed after creation. Choose carefully — Safety and Documentation forms have different permissions and appear in different sections of the mobile app.
Audit Recurrence (Audit Forms Only)
If you select Audit as the form type, an additional section appears asking how often the audit should recur:
Select a recurrence period
Choose how often the audit must be completed:
- Daily — the audit is required every day
- Weekly — required on specific days of the week
- Monthly — required on specific dates each month
Select the days or dates
Depending on the period you chose:
- Weekly — toggle the day circles (Mo–Su) to select which days the audit is required. At least one day must be selected.
- Monthly — use the date picker to select which dates of the month the audit is required. At least one date must be selected.
- Daily — no further selection needed.
Audit forms appear automatically to field workers on their scheduled days. When a worker punches in on a day the audit is due, the form is presented to them before they can continue. See → How to Fill Out and Submit a Safety or Project Form.
Finishing the Wizard
Once all required fields are filled in, click Submit at the bottom of Step 3. The form is created as a Draft and the editor opens automatically on the Settings tab.
From here you can:
- Review and adjust the settings you just entered
- Switch to the Build tab to add sections and fields
- Publish the form when it is ready
→ See Using the Form Builder for the full guide to building and publishing a form.
Things to Know
New forms are always created as Draft. They are not visible to field workers until you publish them. Take your time building the form — it will not appear in the app until you explicitly publish it.
The Prefix is used to generate document IDs for submissions. For example, a form with prefix
IRMwill generate submission IDs likeIRM-001,IRM-002. Choose a prefix that is recognizable and unique to this form.
A form can be assigned to multiple projects. If the same form applies across several job sites, select all relevant projects. You can update the project assignment later from the Settings tab in the editor.