How To Create Custom Forms

CityReporter provides the option for users to create custom forms based on their individual needs. If you need help creating custom questions, check out our tutorial on How To Add Custom Questions. This tutorial applies to the following modules:

1.  Using your computer, log into CityReporter web with your city code, username, and password. Select a module and click the Setup button at the top of the screen, as shown. You must have Administrator permissions to access the Setup button.
Setup button

2. On the Form Management screen, find the appropriate Inspection Group for your form and click the Edit button.
Create custom forms

3. In the Form Manager, click the Plus button next to a form and select the option Add New Form. The new form will be inserted below where you clicked Plus.
Create custom forms

4. Enter a name for the form and enter an optional description. Click OK.
Create custom forms

5. If you would like this form to be added to all existing locations with the current inspection group, select Yes. If this form doesn’t apply to all your locations, you can select No and then apply it manually to any location later on (see our tutorial on How To Edit a Location’s Required Inspections In CityReporter Web).
Create custom forms

6. The new form will be marked with a C icon indicating that it’s a custom form. Template forms built into the software are marked with a T icon. Save by clicking the Save button at the bottom left of the screen. You will not be able to edit your form until it is saved.
Create custom forms

7. Once saved, you can then add questions to your form. Check out our tutorial on How To Add Custom Questions for more information.