Forms & Folders

Forms & Folders

To access the form builder, go to Settings - Form Builder


Form list

Create a folder

You can create folders to organise your forms in the forms list. To add a new folder, click "Add New".



  1. Select "Folder" in the drop down.
  2. Give the folder a name.
  3. Select if you want to place the new folder inside of another folder. If nothing is selected, the folder will remain in the root folder.
  4. Visible to all trainer roles (select)
    1. Inherit from parent - This will take all the settings from its parent element.
    2. Yes - All trainer roles will have access to this folder.
    3. No - Only selected trainer roles will have access to the folder.
  5. Visible to some student roles (select)
    1. Inherit from parent - This will take all the settings from its parent element.
    2. Yes - Only selected student roles will have access to this folder.
    3. No - No student roles will have access to this folder.
  6. Click Create

Edit a folder

The settings for a folder can be edited by clicking the pen icon in the list



Create a form

To create a new form, click "Add New".



  1. Select "Form" in the drop down.
  2. Give the form a name.
  3. Select if you want to place the new form inside of another folder. If nothing is selected, the form will remain in the root folder.
  4. Visible to all trainer roles (select)
    1. Inherit from parent - This will take all the settings from its parent element.
    2. Yes - All trainer roles will have access to this form.
    3. No - Only selected trainer roles will have access to the form.
  5. Visible to some student roles (select)
    1. Inherit from parent - This will take all the settings from its parent element.
    2. Yes - Only selected student roles will have access to this form.
    3. No - No student roles will have access to this form.
  6. Click Create
  7. In the list, you can now see the form. After creation, the form will automatically be set to "Not Active" as the initial status. This means that you can still work on the form in the form builder, but it will not be visible for end users until it is set to active. 


Additional form settings

To access additional form settings or to edit your settings, click on the pen icon. A side drawer will open with additional settings to be done.



  1. Active - When your form is ready to be used by your end users, set the form to be active
  2. Selectable in form views - Select if the form should be available to select in form view. Some forms are normally used in different places in the system and should not be possible to be submitted as stand alone forms. One example could be a form that is used to grade the trainee in a line training program. This kind of form would normally not be available in form views and should be set to no. 
  3. Records for this form - It is common to have one or more records connected to a form. This will allow the submitted form to update the record for the crew selected in the form. There are a few options when selecting the record for a form.

Form records

A form can be used to update one or more records. There are a few settings related to this functionality. 
First, in the settings for the form, you will see any records that are used in the form. If empty, click "Add Item" to add one or more records to the form.


Record options

Updated in the release 2024-002
There are several options available for each record in a form. Whatever you select, will become the available options for instructors and examiners to select in a form when used. See the full list below.
Note! The three last items (Mandatory, Preselected & Unselected) are the options that were available before the new options were introduced. You may still use those options, but we recommend replacing them with the newer more flexible options instead.



All records will be available in the form with the various options selected. They will be shown in the bottom of the form.

Record selector in form

In release 2024-002 we introduced a record field in the form builder. This allows you to place the records selections anywhere in the form. 



In the edit view of the record selector, it is possible to edit the behaviour of the record selector. By default, when using a record selector in a form, the default record selections in the bottom of the form will be removed. It is however possible to keep the bottom selections available as well by ticking the box.


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