Pulse Form Manager

The Job Builder briefing form is managed via the Pulse Form Manager.

The steps to create a Job Builder form are:

  1. Create a Form using the Pulse Form Manager with the questions you require in your Project Brief.
  2. Configure the Form to use as a Job Builder
  3. Share the Form with Users

Pulse ‘Form Manager’

Pulse includes a ‘Form Manager‘ technology which allows you to create Custom Forms in Pulse.

These Forms can be used as part of the Pulse workflow for;

  • Project Briefing (‘Job Builder’)
  • Data capture inside a Project
  • Data capture when closing a project (‘Closeout Forms‘)

Forms Features:

The Pulse custom Forms technology includes the following features:

  • Drag-and Drop Form Builder
  • Many different field ‘types’
    • Text
    • Radio Buttons
    • Lists
    • Tables
    • Free-Text
    • File Uploads
    • Tasks
    • Dates
    • Multi-Selects
  • Conditional Questions
  • Mandatory fields / Validation Warnings
Form Manager > List of Form Types
Form Manager > Add Field Modal