Default Create Forms

Want every new ticket to ask the same questions, or every new asset to collect a serial number and photos? Make an intake form the portal's New form for that kind of record. The portal's New buttons then open your form, and the answers create the record through the form's automations.

Nothing changes until you choose a form. Until a form is set as a default create form, every New button keeps the portal's built-in form.

What It Does

A form can be the default create form for one of:

  • New client
  • New resource
  • New asset
  • New location
  • New project
  • New ticket

When it's set, the portal's matching New buttons open your form instead of the built-in one. After submitting, people go straight to the record the form created.

There can be one default create form per kind of record. Choosing a new one replaces the previous one — the builder tells you which form it's replacing before you save.

Setting One Up

  1. Build the form, with the questions you want for the new record.
  2. On the Automations tab, add an automation that creates that kind of record when the form is submitted, and map the answers into it. The mapping checks warn you if a required field on the record isn't mapped.
  3. In Settings → Default create form, choose the record type under Use as the "New …" form for.
  4. Save.

When the Form Takes Over

Your form only replaces a New button when both are true:

  • the form has an enabled automation that creates that kind of record on submit (not only on approval), and
  • the person clicking the button is allowed to open the form.

If either isn't true, the button keeps its built-in form, so nobody is left without a way to create a record. The builder shows a warning while the form is missing the automation it needs.

Linking to an Asset or Location

When a New button on an asset or location page opens your form, the link carries that asset or location along. Add a Hidden field that reads it, and map it in your automation, to link the new record to the asset or location it was created from. UTM tags and other link parameters can be picked up the same way.

Who Sees It

  • New client and New project forms are for staff only — clients keep the usual behaviour.
  • New resource, New asset, New location and New ticket forms open for anyone who can both use the New button and open the form.

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