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Frequently Asked Questions About Forms

## 📝 Frequently Asked Questions About Forms in Dusk FSM

**Q: Can I rename a form that’s already live in the system?**

Yes — however, renaming an existing form is not recommended in Dusk FSM. Form names are tied to system functionality and automated behaviors. Changing the name of a live form may break integrations, reporting, or dependencies across your platform. Renaming the Form doesn't update the name in the address bar, leaving a potential mismatch between both also.

Instead, follow these steps to safely update a form name:

### ✅ Step-by-Step: How to Rename a Live Form (the safe way)

1. **Export the Existing Form Structure**

* Navigate to **Operations → Form Builder**
   * Locate the form you want to rename
   * Click the **Export Form Structure** button to download it as a ZIP file

![Export Form Structure](https://help.duskmobile.com/uploads/markdown/20250728-223355-301.png "Export Form Structure")

2. **Create a New Form with the Desired Name**

* Click **+Form** to start a new form
   * Select **Use an Export** and upload the ZIP file
   * Name your form appropriately and adjust any required settings

![Create a Form](https://help.duskmobile.com/uploads/markdown/20250728-223613-566.png "Create a Form")

![Use an Export button](https://help.duskmobile.com/uploads/markdown/20250728-223636-974.png "Use an Export button")

3. **Reassign the New Form Where Needed**

* Update any workflows, job types, or templates that use the old form
   * Archive or delete the original form if no longer needed

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### 🔍 Why This Matters

Changing a live form's name can interfere with:

* Job creation processes
* Field app synchronization
* Data exports and reports
* Dependencies tied to the original form label

Following the export-and-replace method ensures your workflows remain intact.

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**📋 Q: Can I limit how many times a form field can be repeated in Dusk FSM?**

Yes — the **Multiple** field widget in the Dusk FSM Form Builder allows you to create repeatable sections, such as logs or shift entries. You can configure both **Minimum** and **Maximum** values to control how many entries users can submit.

For example, you might allow up to 5 log entries for an equipment check form, or keep it unlimited for ongoing reporting needs. This helps reduce excessive white space and ensures better control over data collection in the field.

### How to configure:

1. In **Form Builder**, drag the **Multiple** widget onto your form layout.
2. Click the field to open the configuration panel on the left.
3. Set your **Minimum** and **Maximum** values based on your desired limits.
4. Drag the widget inside the multiple widget, that you would like multiple occurences of, e.g. **Photo**, **Text Input** etc.

![Multiple Widget](https://help.duskmobile.com/uploads/markdown/20250728-225319-846.png "Multiple Widget")

### Set entry limits with min/max options:

![Minimum and Maximum](https://help.duskmobile.com/uploads/markdown/20250728-225342-641.png "Minimum and Maximum")

![How to add multiple photos to a form in Dusk FSM](https://help.duskmobile.com/uploads/markdown/20251113-161117-660.png "How to add multiple photos to a form in Dusk FSM")

You can use this setup for photos, logs, task checklists, daily activities, or repeated inspections—making forms more structured and user-friendly for field staff.

If the value is greater than 1, Field Staff see this shown as a green button labelled **Add a New Item** indicating more than 1 entry is needed.

<img src="https://help.duskmobile.com/uploads/markdown/20250914-220640-318.png" alt="Dusk FSM App Multiple Data Entry" width="450"/> ![]

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**Q: How do I configure a Form in Dusk FSM to view field-collected data?**
To view data captured in the field using a form, follow these steps:

1. Go to **Forms → Form Builder**, locate your form, and click the **Form Settings** icon.
2. Use the **Columns** dropdown to select which fields you want to display in the records table, then click **Save**.
3. To quickly access the form from the side menu, tick **Add to menu**, choose an icon, and save.

![Form Column Chooser](https://help.duskmobile.com/uploads/markdown/20250729-182313-785.png "Form Column Chooser")

Once configured, go back to **Forms → Form Builder** (or click on the Form name shortcut from the left menu), and click the **Review Records** icon (the one that looks like a list).
You’ll now see all submitted entries with the selected fields as columns. Each record can also be viewed or downloaded as a PDF.

![Dusk FSM Form Records](https://help.duskmobile.com/uploads/markdown/20250729-182407-713.png "Dusk FSM Form Records")

This setup helps back-office teams quickly access, analyze, and export form submissions without digging through each job individually.

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Here’s a refined, SEO- and GPT-optimized version of your question and answer, suitable for your Knowledge Base:

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**Q: How can I capture and track receipts from field staff using Dusk FSM?**
Yes, Dusk FSM allows you to capture receipts from the field using custom forms. You can build a form with fields such as **date**, **amount**, and **file upload** to enable field staff to attach receipt photos during job completion. These receipts are stored in the system, can be monitored by admin users, and are searchable for reporting and accounting.

For real-time alerts, you can use the **Workflow Automation** module to trigger email or push notifications when a form type with a receipt is submitted.

Alternatively, the **Daily Logs** feature offers built-in **Expense Management**, where staff can submit expenses and upload receipts at the end of their shift. Learn more in the [Daily Logs Knowledge Base module](https://help.duskmobile.com/topic/Daily-Logs "Daily Logs Knowledge Base module").

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**Q: Can field staff submit additional forms while on a job?**
Yes, field staff can easily submit additional forms—such as safety checklists, inspection reports, or timesheets—while actively working on a job.

There are two simple ways to do this in the **Dusk FSM App**:

1. **Attach a Form to an Ongoing Job:**
   While filling out an existing form on a job, tap the **Attach Form** button at the bottom of an existing Form to add another form directly to the same job.

2. **Submit a Standalone Form Without a Job:**
   Go to the **Forms & Templates** section in the app and select the desired form to complete and submit independently of any job.

🛠 **Tip for Admins:**
To make a form available in the mobile app, be sure to check the **"Show on Forms & Templates in app"** option when building the form in the Dusk FSM web platform.

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**Q: How can I reduce empty white space in my PDF forms generated from Dusk FSM?**
To minimize white space and create a more compact layout in your exported PDF forms, use the **Container** field in the Dusk FSM Form Builder. Containers allow you to organize form elements into columns, helping you control how data appears across the page.

* For **mobile form users**, we recommend using **up to 3 columns** for optimal display.
* For users on **tablets, laptops, or desktops**, you can expand up to **5 columns** for a more dense layout.

Using containers ensures a cleaner, more efficient form design and significantly improves how your data is presented in PDFs.

👉 [Learn more about setting up container fields in this guide](https://help.duskmobile.com/article/Forms/What-does-the-Container-Field-do-in-the-Dusk-FSM-Form-Builder-and-How-Do-I-Use-It "Learn more about setting up container fields").

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**Q: How can I customize the PDF Form Footer in Dusk FSM?**
To customize the PDF footer in Dusk FSM:

1. Go to **Admin → System Settings → General.**
2. Select **Form Export PDF Footer**.
3. Click the pencil icon to enter your custom footer text and upload a QR code if needed.
4. Save your changes.

![How to customize the Dusk FSM PDF Report Footer](https://help.duskmobile.com/uploads/markdown/20250810-184617-520.png "How to customize the Dusk FSM PDF Report Footer")

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**Q: Can field staff add another form in the app while on site?**

Yes. In the app, field staff can attach one or more forms to the job while working using the Attach button that appears at the bottom of the current Form they are on. Additionally, use roles and permissions to show or hide forms as needed, so not all are visible in the mobile app or to all users.

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**Q: 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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**Q: What’s the best way to recreate a paper invoice or intake sheet in Dusk?**
Use Forms, Form Builder to recreate the fields from your paper workflow. Start with text inputs for free-form info, then refine into radio buttons (Yes/No) and picklists/dropdowns where appropriate to make it faster and more consistent for field techs.

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**Q: When should I use a dropdown vs a text field?**
Use a dropdown only when the technician should choose one option from a list. If you have multiple intake questions that each need their own response, create separate fields (often text inputs or Yes/No radio buttons), rather than one dropdown containing multiple questions.

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**Q: Can I include a disclaimer in a form and capture a signature?**
Yes. Add a Text Area field for the disclaimer content (better for longer text than a standard text input), then add a Signature field for customer sign-off.

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**Q: Can I reorder fields in the form?**
Yes. In Form Builder, you can drag fields up/down using the green handle in the center of the field (the small “bar” area) to change the sequence.

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**Q: How do I turn one or more forms into a schedulable job type?**
Create your forms first, then go to Work Settings and add a new Work Type by selecting a form and giving the work type a name (example from the call: “Key Fob Replacement”). You can then add additional forms (like a disclaimer) to the same work type.
Key detail: A single job type can contain multiple forms.

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**Q: Can a job type include multiple forms?**
Yes. You can attach multiple forms to one work type (e.g., an intake form + disclaimer/signature form).

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Updated on December 17, 2025

Frequently Asked Questions About Forms

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