---
title: Creating and Managing Form Fills
description: How to Create and Manage Form Fills for Field Users
---

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# Creating and Managing Form Fills

## How to Create and Manage Form Fills for Field Users

### Creating a Form

1\. From the top nav menu **click** on More, and then select 'Forms'.

![](https://support.resnet.ai/hs-fs/hubfs/image-png-Mar-05-2024-08-14-24-8685-PM.png?width=325&height=288&name=image-png-Mar-05-2024-08-14-24-8685-PM.png)

2\. Saved forms will appear in Table View.![](https://support.resnet.ai/hs-fs/hubfs/image-png-3.png?width=498&height=258&name=image-png-3.png)

3\. To add a new form, **click** on ![](https://support.resnet.ai/hs-fs/hubfs/image-png-Mar-05-2024-08-14-50-2429-PM.png?width=87&height=36&name=image-png-Mar-05-2024-08-14-50-2429-PM.png).

4\. Each form fill is determined by a key which are broken down into the following:

**\* NOTE**, Key must match the name with an underscore if there is more than one word) eg. Name is Cost Estimate (Number) and key should be cost\_estimate

a. **Text** (single line or multi line text description)

b. **Number** (hours, money, etc.)

c. **Checkbox** (True/False)

d. **Date**

e. **User Picker** (Company User Selection)

f. **Options Group** (Multiple questions)

e. **Entity Picker** (Asset, Site, Battery, etc.)

f. **Sketch** (Signature)

g. **Attachment** (PDF or photo)

![](https://support.resnet.ai/hs-fs/hubfs/image-png-Mar-05-2024-03-46-12-5145-PM.png?width=507&height=262&name=image-png-Mar-05-2024-03-46-12-5145-PM.png)

5\. One finished **click** on the green ![](https://support.resnet.ai/hs-fs/hubfs/image-png-Mar-05-2024-08-16-14-6711-PM.png?width=68&height=33&name=image-png-Mar-05-2024-08-16-14-6711-PM.png) button.

---

### Managing a Form

1\. Once the form appears in table view, you can **click** on it to get to the specific form page.

2\. Here you can **navigate** to entries, and request a user to fill the form.

![](https://support.resnet.ai/hs-fs/hubfs/image-png-Mar-05-2024-03-51-04-4123-PM.png?width=506&height=594&name=image-png-Mar-05-2024-03-51-04-4123-PM.png)![](https://support.resnet.ai/hs-fs/hubfs/image-png-Mar-05-2024-03-51-34-4234-PM.png?width=505&height=591&name=image-png-Mar-05-2024-03-51-34-4234-PM.png)

8\. **Select** your targeted user, and **click** on the green ![](https://support.resnet.ai/hs-fs/hubfs/image-png-Mar-05-2024-08-16-51-0102-PM.png?width=61&height=34&name=image-png-Mar-05-2024-08-16-51-0102-PM.png) button.

9\. The selected user will be notified of the form fill request on their WellTender app.

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