Custom Forms Overview

Forms give you the ability to adapt Kantata OX to your organization's processes and requirements. You can create forms for creating projects to collect only the information relevant and essential to your organization.

Overview

Forms give you the ability to adapt Kantata OX to your organization's processes and requirements. You can use Forms to create projects, update projects, or display project information, including custom fields.

Using Forms to Create Projects

When used to create projects, Forms help you collect only the information that is relevant and essential to your organization and teams. You can add your own help tips to Forms to provide detailed guidance on how to fill out specific fields, improving the accuracy and quality of data. You can also add Custom Fields to Forms, ensuring that the fields that are necessary for your business workflows are present from the start of the project.

The default Kantata project create page can be replaced with your own form—allowing you to adapt Kantata to better match your organization’s needs.

Using Forms to Display and Update Project Information

You can streamline project updates by leveraging forms in a project workspace. Make team processes more efficient by displaying and updating project information—including custom fields—in the order that works best for your team.

See Adding a Form to a New Project and Adding a Form to an Existing Project.

Forms Page

To manage forms, you must be an Account Administrator. In the left navigation, hover over Settings, then select Forms. The Forms page lists all of your forms. If you haven't created any forms yet, the list will appear empty.

Within the Forms page, you can:

• Click Add Form to create a new form.
• Edit a form by clicking the [Form Title].
• Find a form using the Search field.
• Click the Preview (“   ”) icon to view a form.
• Click the Clone (“   ”) icon to clone a form. All the form fields and configurations will be copied to the new form. The new form will be saved as a draft.
• Click the Delete (“  ”) icon to delete a form. Note that a form must be saved as a draft before you can delete it.