Use our Form Builder to create digital, reusable forms your team can complete in Salus. Whether they are in the office or working in the field on a mobile device, everyone can capture information quickly and accurately. The builder is simple to use and requires no special setup or experience. With clear fields and approvals that keep data consistent and easy to review, crews spend less time typing and more time on the job.
Open Form Builder
Follow these steps to start a new form template.
- In the left navigation, select Forms.
- Select Library.
- Click Create Form Template.
After you click Create Form Template, you will see a blank workspace where you can add sections and fields. If you want to edit an existing template instead, open Forms, select Library, and choose the template from the list.
Caption: Create a new form template from the Library page.
Create your first form
When you click Create Form Template, the builder opens with a blank workspace. This is where you’ll design your form from the ground up. Every form is made of Groups and Fields.
- Groups are the sections of your form, like General Information or Site Details.
- Fields live inside those groups and collect the actual information, such as text responses, checkboxes, or date selections.
Groups keep your form organized, while fields collect the data. Together, they make up the structure of your template.
Add your first Group
- In the center of the page, click New Group +.
- A new Group will appear in your structure. Groups separate different parts of your form and hold your fields.
- To name the Group, click the pencil icon in the top left corner next to New Group, then type your Group name (for example, Project Details or Daily Safety Check).
Caption: Click New Group + to create a section, then use the pencil icon to name it.
Add your first Field
Once your Group is created, a New Field + option appears inside it.
- Click New Field +.
- In the New Field window, choose a tab (Form Inputs, Selects, Media, or Specialty).
- Click a field type (for example, Text, Date, or Dropdown).
- The field settings open. Enter a Field Name and set any options, then save.
Caption: Choose the tab that fits what you need, then pick a field type.
Tip: You can rename, rearrange, or delete Groups and Fields at any time, so it is fine to start simple and refine later.
Fields Explained
Form Inputs Tab
Caption: Form Inputs include the most common field types like text, date, and number.
The Form Inputs tab includes the most common field types you’ll use when building a form. Each one captures a specific kind of information and can be customized to match your needs.
Label
Adds a short, uneditable line of text that helps explain or separate parts of your form.
Use it when: you want to include a heading, instruction, or note between fields.
Boolean
Creates a single check box for simple yes or no answers.
Use it when: you need users to confirm or deny something, like “PPE worn?”
Date
Adds a date picker so users can select a calendar date.
Use it when: you want to record inspection dates, incident dates, or deadlines.
Duration
Lets users manually enter a time period in HH:MM format.
Use it when: you need to track how long an activity took, such as shift length or task duration.
Number
Collects numeric values only.
Use it when: you need counts, measurements, or readings.
Slider
Displays a horizontal scale from 1 to 10.
Use it when: you want a quick rating or risk score.
Text
A single-line text box for short written responses.
Use it when: you need quick entries like names, titles, or short notes.
Textarea
A multi-line box for longer responses.
Use it when: you want detailed descriptions or comments.
Time
Adds a time picker for selecting a specific time of day.
Use it when: you want to log start times, end times, or scheduled activities.
Toggle
A simple on/off visual switch.
Use it when: you want a clear visual indicator of state, such as “Active” or “Complete.”
Selects Tab
Caption: Select fields connect your form to existing data in Salus, such as assets, users, or sites.
The Selects tab lets you add dropdown fields that connect to existing information in Salus. These fields make forms faster to complete and help keep your data consistent across the platform.
Asset
Displays a dropdown list of your company’s assets. The list updates automatically whenever new assets are added in Salus.
Use it when: you want users to select a specific piece of equipment, tool, or vehicle.
Document
Links directly to documents stored in Salus, such as policies, manuals, or safety data sheets. Users can also view the linked document while filling out the form.
Use it when: you want workers to reference a procedure, checklist, or safety document while completing a task.
Dropdown
A customizable dropdown menu that you build yourself. You can define your own list of options, allow multiple selections, or enable custom user input.
Use it when: you need a tailored list that fits your form, such as Work Area, Weather Conditions, or Inspection Type.
Selection
Similar to a dropdown but focused on predefined options without custom entries. Often used for checklists or repeatable options.
Use it when: you want users to choose one or more items from a consistent set of answers.
User
Displays a list of all company users in Salus.
Use it when: you need to assign responsibility, capture who completed a form, or record who was on-site.
Site
Shows a dropdown list of all company sites in Salus. The list updates automatically as sites are added or changed.
Use it when: you want to associate a form submission with a specific job site or project location.
Media Tab
Caption: Media fields let users attach files, take photos, or add digital signatures.
The Media tab lets you add fields that capture or display images, files, links, and signatures. These options are especially useful for field workers using mobile devices who need to document work, attach evidence, or sign off on tasks.
Single Media Attachment
Allows the user to attach one file to the form, such as a photo, video, or PDF. Field workers can take a picture directly from their phone or upload an existing file.
Use it when: you want one piece of supporting evidence, such as a photo of completed work or a single inspection file.
Multiple Media Attachment
Lets users attach more than one file within the same field. Supports photos, videos, and PDFs, uploaded or taken from a mobile device.
Use it when: you need several supporting images or documents for a single step or checklist item.
Web Link
Adds a clickable link that opens an external webpage.
Use it when: you want users to access a resource such as a company website, manufacturer manual, or online training reference.
Image
Embeds a static image directly into the form, added by the form creator. It’s a visual reference only and cannot be changed by users.
Use it when: you need to include diagrams, examples, or instructional visuals.
Signature
Adds a digital signature field where one person can sign directly on screen using a mouse, stylus, or touch input. If multiple signatures are needed, add a separate signature field for each signer.
Use it when: you require confirmation, verification, or sign-off from a worker or supervisor.
Specialty Tab
Caption: Specialty fields automate calculations, organize complex data, and pull in known information.
The Specialty tab includes advanced field types for calculations, repeatable sections, and structured data entry. These options help automate totals, organize complex information, and pull in known details about the end user or site.
Calculation (Field)
Performs automatic calculations using selected number fields within the same Group.
Use it when: you want to total or average numeric values, such as hours worked or quantities measured.
Note: This feature only supports addition and average calculations.
Calculation (List)
Calculates number fields that live inside a List field. Each time a new row is added, the results update automatically.
Use it when: you need running totals or automatic summaries within a repeatable list, such as time or cost tracking.
Calculation (Table)
Performs calculations on number fields inside a Table, ideal for column or row totals.
Use it when: you want to summarize numeric data in a structured table layout.
List
Groups multiple fields together into a repeatable section. End users can click + Add Row to create multiple entries, each containing the same set of fields.
Use it when: you need to collect repeating data such as equipment lists, worker entries, or hazard observations.
Matrix
Creates a fixed grid of rows and columns that the form creator designs. The end user cannot add or remove rows or columns. The matrix outputs a value based on the intersection of the selected row and column.
Use it when: you want to guide users toward a calculated result, such as determining a heat stress rating by selecting air temperature and humidity.
Table
Adds an editable table for structured data collection. Unlike Lists, tables use a static grid and are best for entering numeric or text data in a consistent layout.
Use it when: you need users to record measurements, readings, or inspection results in a table format.
Variable
Automatically fills fields with information from your company’s Salus account, such as the end user’s name, phone number, emergency contact, site name, muster point, or even the local weather at the site. Use it when: you want to reduce manual entry by pulling in known data automatically.
Note: Some variables automatically populate a field, while others provide a dropdown selection sourced from information in your company’s Salus account.
Requirement List and Form Visibility
This section doesn’t change the content of your form but controls who can see it, who can complete it, and what extra information is required when it’s used. These settings help manage visibility, permissions, and submission behavior for both internal users and subcontractors.
Caption: Control who can see, complete, and review your forms, and what information is required.
Template Visibility
Controls who within your company can access and complete this form.
- Internal Visibility: Select one or more roles (for example, Foreman or Worker) who should see this template in their form library.
- Share with Subcontractors: Allows subcontractors—who have already been added to your company—to access and complete this form. This makes it easier for foremen or site leads to review submissions from subcontractors on-site.
Use it when: you need to manage who has access to start or submit forms, whether they’re internal employees or trusted external partners.
Template Settings
Specifies additional requirements that must be completed when the form is filled out.
- Site Required: Ensures users select a site before submitting the form.
- Signature Required: Requires at least one digital signature before submission.
- Review Required: Flags the form for a reviewer’s approval after submission.
- Asset Required: Ensures an asset is selected or linked before the form can be submitted.
Use it when: you want to standardize required information and prevent incomplete submissions.
Submitted Forms Visibility
Controls who can see a form after it’s been submitted.
- Share with Prime: Shares submitted forms with a company you report to (your prime contractor). This is useful when your company acts as a subcontractor.
- Override Visibility: Lets you adjust who can view submissions by overriding the default form permissions.
Visibility Options:
- Default – Company admins and site-level users (like foremen and supervisors) can view the form. This is the standard setting.
- Public – All users in your company can view the submitted form. This is the most open/exposed setting.
- Full Access Only – Only users with full access roles (such as company admins) can view the form. This is the most restrictive setting.
Use it when: you need to share completed forms with external partners or adjust how visibility is handled after submission.
Submitted Forms Settings
Determines whether submitted forms can be edited.
Allow to Edit Submitted: Allows users with the proper permissions to reopen and make changes to a submitted form.
Use it when: you want to let authorized team members correct information or update forms after review, without opening access to everyone.
Review and Publish
Once your form template is built and all settings are in place, review the final details before publishing. These settings control how your form appears in your library and whether it’s live for your team to use.
Caption: Control who can see, complete, and review your forms, and what information is required.
Form Template Title
The title of your form, displayed in the Form Library and on the form itself. You can update it anytime, even after publishing.
Use it when: you want to make the form easy to identify for workers and supervisors. Clear, descriptive names like Daily Equipment Inspection or Subcontractor Orientation help users find the right form quickly.
Form Template Type
Categorizes your form under a predefined list managed by Salus (for example, Onboarding, Inspection, Safety Meeting).
Use it when: you want your forms to appear under the right category and reporting filters.
Published
When checked, the form becomes live and available to the users and roles set in your visibility settings. If left unchecked, it remains as a draft and won’t appear in the mobile app or library for others.
Use it when: your form is ready for use and you’ve verified all fields, visibility settings, and approvals.
Save Form Template
Click Save Form Template to confirm your updates. A notification appears at the bottom of the screen confirming that your form has been created or updated successfully.
Tip: It’s a good idea to open the form on a mobile device after saving to make sure it appears and functions as expected.
Wrapping Up
You’ve now seen every step involved in building, customizing, and publishing a form template in Salus. From adding groups and fields to setting who can view, complete, or approve your forms, you have full control over how your forms look and behave.
Before publishing:
- Double-check your form fields for accuracy.
- Confirm visibility and permissions settings.
- Preview the form to make sure everything displays correctly.
Once you’re happy, click Save Form Template and make sure it’s marked as Published. Your team will now see the form based on the visibility settings you’ve chosen.
Additional Tools
Once your form is built and visibility is set, you can explore a few advanced tools across the top of the Form Builder workspace. These options are designed for users who want more control or insight into how their form is configured and displayed.
Caption: Advanced users can access these tools to view, edit, or test form behavior.
Editor
This is your main workspace for building and organizing the form. It’s where you add Groups, Fields, and other elements that make up your form template.
Code
Displays and allows editing of the underlying code that defines your form structure. Changes made here update the form in real time.
Use it when: you need to make precise adjustments to how a form behaves, review field logic, or correct a structural issue. Only users comfortable working with code should make edits in this view.
Options
Holds additional configuration settings for your form. Depending on your setup, this can include advanced options, such as colour.
Use it when: you’re fine-tuning functionality beyond what’s available in the standard builder.
Preview
Shows exactly how your form will appear to an end user before it’s published. This is the best place to test field order, logic, and layout.
Use it when: you want to confirm everything looks and functions as expected before saving or publishing.
You’re ready to build
That’s it, you’re ready to start creating and sharing forms in Salus. With Form Builder, you can design templates that work exactly the way your team needs, whether they’re in the office or out in the field.
Take a few minutes to experiment, preview your forms, and test how they look on mobile. The more you build, the more natural it becomes.