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Building Forms with the Input Builder

How to build and edit a digital inspection form using the Input Builder — components, fields, layout, settings, and versioning.

Overview

The Input Builder is the digital-form side of the Form Builder — where you define the fields an inspector fills out in the field. Whether you started from scratch, from a template, or from a PDF upload, this is where you review and refine the form before it's used. The PDF Builder then controls how the completed report renders as a PDF.

⚠️ Changing your form? Update the PDF output too. If your form has a custom PDF output, the Input Builder and PDF Builder don't sync automatically. When you rename a field's key, remove a field, or add one, update the matching field-key references in the PDF Builder so the output keeps rendering correctly. See Designing PDF Outputs with the PDF Builder.

▶️ Watch: Form Builder homepage tour


Opening and previewing the form

  1. Open your form in the Input Builder. The builder shows every component of the digital form — each field and field group laid out as it will appear to the person completing it.

  2. Click Preview at any time to see the form exactly as an inspector will see it while filling it out. This is the end-user view; use it to sanity-check your edits, then return to the builder to keep working.


Editing a field

Click any field on the canvas to open its options, where you can change its content and settings. You can also add conditionals to a field to control its behavior — for example, showing a field only when an earlier answer has a certain value.


The Components panel

The left side of the builder has a set of tabs. The first, Components, is the palette of building blocks — what you see is what you get.

  • Drag and drop any component onto the form to add it.

  • Once a component is on the canvas you can move it, bump it up or down to reorder, copy it, or delete it.

Standard fields vs. composite fields

The component set includes standard fields (simple, single-purpose inputs) plus a few composite fields — components that bundle more than one field together. Use a composite when you need a repeatable, multi-part section instead of wiring up individual fields by hand.

The composite / field-group components include:

Geographic Coordinates Field — capture GPS latitude/longitude.

Geographic Coordinates Field component in the Input Builder

Deficiency Field Group — log and manage deficiencies inside the report.

Deficiency Field Group component in the Input Builder

BMP Implementation Deficiency — document BMP conditions and tie them to deficiencies.

BMP Implementation Deficiency component in the Input Builder

Schedule Events — schedule follow-up events from within the form.

Schedule Events component in the Input Builder

User Equipment Field Group — pull from the equipment assigned to the user.

User Equipment Field Group component in the Input Builder

Enforcement Actions Field Group — record enforcement actions within the report.

Enforcement Actions Field Group component in the Input Builder

Monitoring Records Field Group — enter monitoring data for designated sampling points.

Monitoring Records Field Group component in the Input Builder


Data settings

Open the Data settings to see the raw data behind the form — the underlying values and structure the form is built on.


Form settings

Open the Settings tab to control how the form behaves and what it outputs:

  • Form name

  • Output type — a form generated from a PDF upload has a custom PDF output. Alternatively, you can have the system automatically generate a simple PDF output if you only need a basic version.

  • Form description

  • Navigation type — choose how users move through the form: Pages or Table of Contents.


Layout

Use the Layout button to organize how each field is arranged on the form — rearrange and structure fields the way you want them to appear.


Undo / Redo and page navigation

At the top of the builder:

  • Undo and Redo step through your recent changes.

  • The page dropdown moves between pages of the form.

  • You can also add a page from here.


Versioning

Versioning appears at the top of the builder and works automatically:

  • Any update you make to a published form automatically creates a new version / new draft.

  • Once you have a draft, you can edit the draft's name.

  • You can view the changes made relative to a previous version.


FAQ

Q: What's the difference between a standard field and a composite field?
A: A standard field captures one value (text, date, a checkbox, etc.). A composite field bundles several related fields into one repeatable section — for example a Deficiency or Monitoring Records group — so you don't have to build the parts individually.

Q: How do I make a field appear only in certain situations?
A: Open the field and add a conditional — it controls when the field shows based on other answers in the form.

Q: I edited a published form — did I change the live version?
A: No. Editing a published form automatically creates a new draft version. The published version stays in place until you publish your changes.


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