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Creating Forms in the Dusk FSM Platform

### **How do I build and customize forms in the Dusk FSM web console?**

Forms in Dusk FSM are essential tools for collecting, organizing, and analyzing structured field and back-office data. They support both mobile users in the field and web-based staff. These forms are fully configurable, either built from scratch or quickly generated using integrated **ChatGPT-powered commands**.

This knowledge base article walks through creating a Form for storing data on the web e.g. Assets. If you're looking to create a Form for your field staff, there are a couple of extra steps and this is the recommended article to follow: https://help.duskmobile.com/article/Forms/Create-Field-Forms-with-AI-in-Dusk-FSM

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### 🧩 How to Create a Form in Dusk FSM

To begin:

1. Go to **Form Builder** in the left-hand menu.
2. Click **+Form** to open the form creation window.

On the **Add New Form** screen:

* **Name your form**
* Choose to start from a **blank form** or use a **template**
* Then choose one of these 3 powerful options to build your form:

**Option 1:** 💬 **Type a ChatGPT command**
Use natural language to generate your form automatically.
*Example:* `Create a field form to inspect a solar site in California`

**Option 2:** 📄 **Upload an existing PDF**
Drag and drop a PDF of your current form, we’ll convert it into a Dusk FSM version using our smart parser.

**Option 3:** 🖱️ **Drag-and-drop fields manually**
Choose from a wide range of field types on the left panel and drop them into the **“Drop fields here”** zone in the center canvas.

![Dusk FSM Form Builder](https://help.duskmobile.com/uploads/markdown/20250714-220007-607.png "Dusk FSM Form Builder")

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### 🛠️ Field Configuration Options

Once a field is dropped, configure it using:

* **Name** – Label for the field
* **Placeholder** – Instructional text to guide users
* **Default Value** – Pre-filled value if none is entered
* **Required (Checkbox)** – Prevents submission until completed
* **Hide Field (Checkbox)** – Hides field from the end user
* **Hide Name (Checkbox)** – Displays only the input box, not the label
* **Conditional Logic** – Show or hide fields based on values in other fields (e.g., *If Yes, show ‘Customer Feedback’*)

📌 **Tip:** Apply conditional logic to the field that needs to be revealed — not the condition field.

![Dusk FSM Form Builder Field Logic](https://help.duskmobile.com/uploads/markdown/20250714-220137-858.png "Dusk FSM Form Builder Field Logic")

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### ⚙️ Administrative Functions

Click the **Settings** ⚙️ cog icon on the left to access options:

* **Add to menu** – Enables web console access for both entering and reviewing data.
* **Select Columns/Fields** – Choose what displays on the summary view.
* **Show on mobile app** – Makes the form available for field workers in the app.
* **Enable tips and tricks** – Adds help content for mobile and web users.

Once all settings are in place, hit **Save** at the bottom right.

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### 🧾 How do I hide a form field from the PDF output in Dusk FSM?  
To prevent a specific form field from appearing on the generated PDF:

1. Open your form via **Operations → Forms → Form Builder**.  
2. Click the **✏️ Edit** icon next to the form name.  
3. Select the field you want to hide.  
4. In the **Field Options** panel on the left, check **Hide on PDF Output**.  
5. Click **Save** to apply the change.

💡 **Tip:** Hidden fields still store data in Dusk FSM — they’re just excluded from the printed or exported PDF.

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![Hide a form field from PDF output in Dusk FSM](https://help.duskmobile.com/uploads/markdown/20251115-233907-566.png "Hide a form field from PDF output in Dusk FSM")

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### Next Step: Choose How Your Team Will Use the Form

Saving a Form creates the fields used to capture information. What you do next depends on whether the Form will be completed as part of scheduled Work or selected directly from the mobile app.

#### Use the Form with Scheduled Work

After creating your Form and selecting **Save**, select **Go to Work Settings** at the bottom of the Form Builder.

Create or update a **Work Operation**, then attach your Form. This makes the Work Operation available in the **Choose** dropdown when creating Work and ensures the Form can be completed as part of that Work.

[Learn how to set up Work Operations and attach your Form](https://help.duskmobile.com/article/Forms/How-to-Setup-Up-Work-Operations-in-Dusk-FSM)

#### Select the Form Directly from the Mobile App

If your field team will select and complete the Form directly from the mobile app without scheduled Work, you do not need to create a Work Operation, simply press **Save**. Follow the Form-only capture guide in the Related Articles below.

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🔗 Related Articles

✅ **Scheduled Work using the Calendar or Gantt**

[How to Schedule and Dispatch Your First Work in Dusk FSM](https://help.duskmobile.com/article/1.-Getting-Started-with-Dusk-FSM/3.-How-to-Schedule-and-Dispatch-Your-First-Work-in-Dusk-FSM)

⚡ **Unscheduled Work using Form-only capture**

[How to Create a Digital Work Order Form for Field Staff Without Scheduling Work](https://help.duskmobile.com/article/Forms/How-to-Create-a-Digital-Work-Order-Form-for-Field-Staff-Without-Scheduling-Jobs)

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Updated on August 28, 2026

Creating Forms in the Dusk FSM Platform

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