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Forms [Early Access]

Forms give you the ability to adapt Mavenlink 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.

 

JOIN EARLY ACCESS!

Forms are currently in Early Access, giving users like you the opportunity to test new features and provide input and feedback. If you would like to participate in the Early Access Program, please contact your Client Success Manager.

Currently, forms are only available for creating new projects. We're exploring expanding the functionality to other areas of Mavenlink. Check back later for updates to forms.

Overview

Forms give you the ability to adapt Mavenlink 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. You can also add Custom Fields to forms, ensuring that people fill out the additional fields that are necessary for your business workflows. Plus, you can add your own help tips to provide detailed guidance on how to fill out specific fields, improving the accuracy and quality of data.

You can replace default Mavenlink forms with your own forms. This allows you to adapt Mavenlink to better match your organization’s needs. For example, you can create a form and set it as the default form for creating new projects. Then when a user creates a new project, your form opens instead of the default Mavenlink form.

If you are just starting out with forms, you'll first need to enable the feature in Settings > General Settings.

How to Enable Forms

  1. Hover over Settings from the left-hand nav bar, then click General.
  2. Scroll to the Forms section, then check Enable Form Builder for all Account Administrators.
    Check Enable Form Builder for all Account Administrators
  3. To enable field rules as well, check Enable Form Builder for all Account Administrators.
    Field rules allow you to change the display and behavior of fields based on the values entered in specific fields. For more information about field rules and how to configure them, please see the Field Rules article.
  4. Click Save.

Once enabled, a Forms section will appear in Projects in the left-hand navigation bar.

Forms section in the Projects section of the left-hand nav bar.

Forms will also appear in the Settings > Customizations section.

Forms link in the Settings menu

Forms Page

The Forms page lists all of your forms. If you haven't created any forms yet, the list will appear empty.

The Forms page

Click Add Form to create a new form.

The Add Form button

NOTE

Only Account Administrators can create forms. Published forms will be visible to all account members, but only Project Creators and above can create projects using forms.

Once you've created forms, you can type in the Search field at the top, and all the forms matching your query will appear below.

The search box on the forms page

To edit a form, click on the form title.

You can also perform the following actions from the Forms page:

  • 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.

Form Builder

The Form Builder is where you create forms. The Form Builder is divided into two sections, with the Details and Component Library tabs on the left and the canvas on the right.

The Details tab includes the following information:

  • Status—Whether the form is published or a draft. Published forms appear in the Forms section in the left-hand nav bar of the respective feature.
  • Location—The area within the Mavenlink user interface that the form is displayed.
  • Title
  • Description
  • Set as default—When you set a create project form as the default form, the form will open when you click the Add New (“ ”) project button in the left-hand nav bar or the Add Project button in the Project List. The form replaces the default Mavenlink form for new projects. This allows you to tailor the project creation process to match your business workflows.

Changes made to the Title and Description appear in the canvas immediately.

The Component Library tab lists all the fields you can add to the form and, if you're on the Enterprise or Premier plan, custom fields are also included. The Required section contains all the fields that are required at a minimum to submit the form. All required fields should be added to the form before publishing it.

The canvas is an editable area where you can add, configure, and rearrange fields. To add a field to a form, drag a field from the Component Library and drop it in a highlighted area in the canvas.

Adding a field to a form

Once a field is on the form, click the field to configure it. Refer to the list below for field configuration options.

When you save a form, you have the option to publish it or save it as a draft. Published forms appear in the left-hand nav bar in the Forms section of the respective feature. Drafts of forms do not appear in the left-hand nav bar and can be edited and published later.

Create project forms in the left-hand navigation bar

How to Create a Form

  1. Hover over Settings from the left-hand nav bar, then click Forms.
  2. Click New Form.
  3. Select the Form Location:
    • Project Create Page
  4. Enter the Form Title. The form title is what will appear under the Forms section in the left-hand nav bar. The form title has a 255 character limit.
  5. Click Configure Form. The Form Builder will open.
  6. In the Details tab, you can update the title and description. Be sure to add a detailed title and description to let people know when and how to use the form.
  7. Check Set as default if you want to replace the default form of the feature. Setting a project form as default will make the form open when you click the Add New (“ ”) button in the Projects section of the left-hand nav bar or the Add Project button in the Project List. The form replaces the default Mavenlink project form.
    If you need to restore the default Mavenlink project form later, edit the form that is set as default and click Publish or Save Draft.
  8. Click the Component Library tab and add fields to the form by dragging and dropping them into the canvas.
  9. To configure a field, click on the field in the canvas. You can set the following options:
    • Label—The label that will appear on the page when the form is used.
    • Default Value—The value that pre-populates in the field when the form is opened. If the field has a commonly used value, enter it as the default value.
    • Placeholder—You can use the placeholder to provide a brief description or hint for the field.
    • Tooltip—Use the tooltip to provide detailed guidance on how to complete the field. The tooltip appears as a question mark (" ") icon beside the field label. Hovering over the tooltip displays the tooltip text.
    • Required—If checked, the user must enter a value in the field in order to submit the form. Use this setting to ensure people fill out all fields that are essential for your organization's processes.
    • Read Only—If checked, the field will appear on the form but users won't be able to enter or select a value. This setting can be used in combination with a default value: If there’s information that should always be submitted and should not be changed by users, you can add a default value and mark the field as read only.
    • Hidden—If checked, the field will be hidden on the form. This setting can be used in combination with a default value and the read only option: If there’s information that should always be submitted and not changed by users, you can hide the field to reduce the number of fields that appear on the form.
    • Add a rule—If field rules are enabled, you can configure a rule for the field.
  10. Once you finish configuring a field, click the Close (" ") icon.
  11. To move a field, hover over the field, click the move (" ") icon that appears, and click on a highlighted area in the canvas.
  12. To remove a field from the form, click on the field in the canvas, then click Delete field in the configuration modal.
  13. Once you finish adding and configuring fields, select one of the save options:
    • Save Draft—Saves changes and saves the form as a draft. The form will not appear in the left-hand nav bar.
    • Publish—Saves changes and activates the form. The form will appear in the Forms section in the left-hand nav bar of the respective feature.
      Note: The form will be visible to all account members, but only Project Creators and above will be able to create projects using the form.

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Form Builder Keyboard Shortcuts

The following keyboard shortcuts are available when in the Form Builder.

Navigating the Canvas

•   Tab  to select a field, select its move (" ") icon, or navigate through its configuration options.

•   Space  to close configuration options, when the close icon is selected.

•   Tab   Tab   Tab   Space  to navigate across fields.
The first Tab selects a field, the second Tab selects the move icon, the third Tab opens configuration options, and Space closes configuration options.

Editing a Field

When a field is selected:

•   Enter  /  Return  to open the field configuration options.

•   Backspace  /  Delete  to remove the field from the canvas.

Moving a Field

Once a field's move (" ") icon is selected:

•   Space  to enter move mode. Highlighted areas will appear in the canvas where you can place the field. While in move mode, the field you're moving will not be visible in the canvas.

While in move mode:

•   ↑   ↓   ←   →   to navigate through the locations you can move the field to.

•   Enter  /  Return  to place the field in a highlighted area.

•   Esc  to remove the field and exit move mode.

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