Use Form Builder to create digital, reusable form templates your team can complete in Salus. Whether they're in the office or working in the field on a mobile device, everyone can capture information quickly and accurately, with approvals and permissions that keep data consistent and easy to review.
Create a Form Template
- In the left navigation, select Forms.
- Select Library.
- Click Create Form Template.
This opens a blank workspace on the Editor tab, ready for you to start adding Groups and Fields. To edit an existing template instead, open Forms, select Library, and choose the template from the list.
Add Groups and Fields
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.
- Click New Group +. Click the pencil icon next to it to name it, for example Project Details.
- Inside the group, click New Field +.
- Choose a tab: Form Inputs, Selects, Media, or Specialty, then click a field type.
Note: Selecting any field type adds it to your form immediately. A Field Name is required before the field is complete, so name it right away.
Each tab has its own dedicated article covering every field type in detail:
- Form Builder: Form Inputs — Label, Boolean, Date, Duration, Number, Slider, Text, Textarea, Time, Toggle.
- Form Builder: Selects Tab Fields — Asset, Document, Dropdown, Selection, User, Site.
- Form Builder: Media Tab Fields — Single/Multiple Media Attachment, Web Link, Embedded Documents, Signature.
- Form Builder: Specialty Tab Fields — including full setup guides for List, Calculations, Matrix, Table, and Variable.
The Settings Sidebar
A settings sidebar sits on the right side of the builder and stays visible no matter which tab (Editor, Code, Options, or Preview) you're on. It controls who can see, complete, and review your form, along with what information is required. The Save Form Template button is pinned at the top.
Note: The Form Builder Beta toggle at the top of the sidebar switches between the current builder and a Beta version with a new UI and additional features.
Information
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 a clear, descriptive name like Daily Equipment Inspection so workers and supervisors can find the right form quickly.
Form Template Type
Categorizes your form under a predefined list managed by Salus, for example Onboarding, Inspection, or 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 Template Visibility. Left unchecked, it stays as a draft and won't appear in the app or library for others.
Use it when: your form is ready for use and you've verified all fields, visibility settings, and approvals.
Template Visibility
Internal Visibility
Select one or more roles, for example Foreman or Worker, who should see this template in their form library.
Use it when: you need to control who can access or submit this form internally.
Share with Subcontractors
Allows subcontractors already added to your company to access and complete this form.
Use it when: foremen or site leads need to review submissions from subcontractors on-site.
Template Settings
Site Required / Signature Required / Asset Required
Each checkbox enforces an additional requirement before the form can be submitted: selecting a site, providing at least one signature, or linking an asset.
Use it when: you want to standardize required information and prevent incomplete submissions.
Form Approvals
Review Required
Flags the form for a reviewer's approval after submission.
Use it when: submissions need sign-off before they're considered complete. See our Form Approvals article for the full review workflow.
Submitted Forms Visibility
Share with Prime
Shares submitted forms with a company you report to. Useful when your company acts as a subcontractor.
Use it when: you need to share completed forms with external partners.
Override Visibility
Lets you adjust who can view submissions instead of using Default Form Permissions.
Use it when: you need to adjust how visibility is handled after submission.
When restricting submitted forms to 'Full Access Roles Only', only users with full access permissions can view sensitive information. Selecting 'Public Only' allows all company members to view all submissions to this form.
Submitted Forms Settings
Allow to Edit Submitted
Allows users with the proper permissions to reopen and make changes to a submitted form.
Use it when: you want authorized team members to correct or update forms after review, without opening access to everyone.
Editor, Code, Options, and Preview Tabs
Four tabs sit at the top of the builder, and the settings sidebar stays visible no matter which one is active.
Editor
Your main workspace for building and organizing the form. It's where you add Groups, Fields, and other elements that make up your 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 precise adjustments beyond what the standard builder exposes, such as changing a Slider field's range. Only users comfortable working with code should make edits here.
Options
Lists every option added to every Dropdown and Selection field in the form, including each option's Selector Color and which field(s) reference it. This is also where filter logic between options is built.
Use it when: you want to manage shared options across multiple fields, or set up filtering so one field's options depend on another. See our Filter Logic in Forms article for full details.
Preview
Shows exactly how your form will appear to an end user before it's published.
Use it when: you want to confirm field order, logic, and layout before saving or publishing.
Publish Your Form
- Check Published under Information once you've verified your fields, visibility, and approvals.
- Click Save Form Template at the top of the sidebar.
Tip: Open the form on a mobile device after saving to confirm it appears and functions as expected.
What Happens Next
Once published, your template appears in the Form Library for every role selected under Internal Visibility, and in the mobile app for assigned workers. A notification confirms your form has been created or updated successfully. If Review Required is enabled, submissions wait for a reviewer's approval before they're considered complete.
Frequently Asked Questions
What's the difference between Template Settings and Form Approvals?
Template Settings controls what must be filled in before a form can be submitted, like a site or signature. Form Approvals controls what happens after submission, specifically whether a reviewer needs to sign off.
What does the Options tab actually show?
It's not a settings panel. It lists every option used across your Dropdown and Selection fields, along with each option's color and which fields reference it, and it's where you set up filter logic between options.
Can I select more than one role under Internal Visibility?
Yes. You can select multiple roles, and each one will see the template in their form library.
What happens if I leave Published unchecked?
The form stays as a draft. It won't appear in the app or library for anyone until you check Published and save.
What does the Form Builder Beta toggle do?
It switches you to a Beta version of the form builder with a new UI and additional features currently in development.
Where do I find instructions for a specific field type?
Each of the four New Field tabs (Form Inputs, Selects, Media, Specialty) has its own article, linked above, and complex Specialty fields like List, Calculations, Matrix, Table, and Variable each have their own dedicated guide.