Forms

Forms in Resgrid allow you to create custom data entry forms that extend the built-in functionality of the system. The primary use of forms is to add custom fields to the New Call creation workflow, enabling your department to capture specific information that is unique to your operations. Forms are built using a visual form builder and can include automations that set call fields based on form input.

Why Forms Matter

Every department has unique data requirements that go beyond the standard call fields (name, nature, priority, etc.). For example, your department may need to capture specific incident codes, apparatus requirements, hazmat information, or mutual aid details at the time of dispatch. Forms allow you to define these custom fields and have them appear directly in the call creation interface, ensuring critical data is captured consistently.

Scope

Forms are department-wide. When a form is enabled, it applies to all users who create calls in the department. Only one form of each type (e.g., New Call form) can be active at a time.

Form Types

Forms are categorized by type, which determines where in the system they appear:

Type	Description
New Call	Custom fields added to the New Call creation form

Future Form Types

The forms system is designed to support additional form types in the future. Currently, the primary use case is extending the New Call form.

Creating a Form

Navigate to Department → Forms and click New Form.

Form Fields

Field	Required	Description
Name	Yes	A descriptive name for the form
Type	Yes	The form type (determines where it appears in the system)
Data	Yes	The form definition built using the visual form builder

The form builder provides a drag-and-drop interface for constructing your form. You can add various field types including text inputs, dropdowns, checkboxes, radio buttons, and more. Each field can be configured with labels, placeholder text, validation rules, and default values.

Form Automations

Forms can include automations that automatically set call fields based on form input. For example, if a user selects "Hazmat" from a dropdown field, an automation could automatically set the call priority to "Emergency".

Automations are configured as trigger-action pairs:

Field	Required	Description
Trigger Field	Yes	The form field that triggers the automation
Trigger Value	Yes	The value that activates the automation
Operation Type	Yes	The type of call field to set
Operation Value	Yes	The value to set on the call field

Managing Forms

From the Forms list, you can:

• View a form's configuration and fields
• Enable a disabled form to make it active
• Disable an active form to remove it from the call workflow without deleting it
• Delete a form that is no longer needed (soft delete)

One Active Form Per Type

Only one form of each type can be active at a time. If you enable a new form of the same type, consider disabling the previous one first to avoid confusion.

Permissions

Form management is controlled by the following permissions:

Permission	Description
Forms View	View the list of forms
Forms Create	Create new forms
Forms Update	Enable or disable forms
Forms Delete	Delete forms

How Forms Connect to Other Features

Feature	Connection
Dispatch	New Call forms appear in the call creation interface
Calls	Form data is stored with the call record
Automations	Form automations can set call priority, type, and other fields

Common Errors and Resolutions

Error	Resolution
Form not appearing in New Call	Ensure the form is enabled and is of type "New Call"
Form fields not saving	Check that all required fields in the form builder are properly configured
Automation not triggering	Verify the trigger field name and trigger value match exactly
Permission denied when managing forms	Check that your account has the appropriate Forms permissions