Forms

Forms are the visit checklists assigned from the office work-order type. Native Field does not invent templates. Submit form is not Closeout and does not complete the appointment.

Screen path: job detail → Forms → form row. If workspace capability forms is off, this card is hidden. Native Field is not the Field PWA.

Form instance on a visit. Sample data. Completing a form is not Closeout. Add a finding on this screen opens Findings — it is not the evidence camera.

Preconditions

You must be Working. Otherwise: Start work to fill this form. (Photos use Start work before editing forms or photos.) Office templates decide which checklists ride with the appointment.

Loop

1. On job detail, open Forms.
2. Tap a form row. Scope chips: Shared form vs Your form (per technician). States: Not started, In progress, Pending sync, Completed, Needs attention.
3. Fill fields. Drafts debounce-save on the device. There is no photo, file, signature, or barcode field type on a form, and no asset picker.
4. Tap Submit form when required fields are done. That enqueues field.form.complete. You can also tap Add a finding from the form (you must pick a Checklist).
5. Open Sync if the row stays on Pending sync.

Supported field types: checkbox, text, long text, number, single select, multi select, radio, date, time, datetime, section, instruction. An unknown type is shown as incompatible — it is never omitted silently.

The server treats a completed form instance as immutable. Drafts live outside the job JSON so a bootstrap / pull cannot wipe them.

What works / does not work

	Works	Does not work
Offline draft + submit	Yes (queued)	Photo / signature / barcode on the form
Hidden required field	Not blocking	Silent skip of unknown types
Submit every required form	Closeout precondition when the snapshot says so	Complete job itself

If you cannot type: you are not Working. Use the dock Start work. If you expected a photo field on the form: use Evidence.

Related: Form versions · Findings.