Overview
Site profiles determine which sites a form can be used on, and as which report type. You attach a form to its site profiles from the form's actions menu.
⚠️ Site profiles must be configured before forms can be attached to them. Customers can't create or configure site profiles — Customer Support sets them up. If a profile you expect isn't listed, contact Customer Support to configure it, then return to attach the form.
▶️ Watch: Managing site profiles
Attaching a form to site profiles
From the Form Builder homepage, open the form's actions menu and choose Manage Site Profiles.
You'll see the site profiles already configured in the system.
Enable the attachment for the report types this form should cover.
Attachment types
A form can be enabled for these report types on a site profile:
Inspection
Sample log
Rain Event Action Plan (REAP)
Training log
Custom report
Custom report must be enabled on the site profile first before it becomes available to attach on the form side. If you don't see the custom report option on the form, contact Customer Support to enable it on the site profile, then try again.
FAQ
Q: Why isn't the site profile I want showing up?
A: Site profiles must be configured before forms can be attached. Site profiles are configured by Customer Support — ask them to create the site profile, then return to Manage Site Profiles for the form.
Q: I don't see the custom report option — why?
A: Custom report has to be enabled on the site profile before it appears on the form side. Site profiles are configured by Customer Support — ask them to enable it on the profile, then attach it to the form.
Q: Where do I manage which profiles a form is attached to?
A: From the form's actions menu on the Form Builder homepage, choose Manage Site Profiles.
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