Form Builder Introduction - Navigation
- Getting
Started with the 3PM Form Builder
- Step-by-Step
Access Instructions:
- Step
1: Log into the 3PM platform using your credentials
(username/password).
- Step
2: From the navigation menu on the left side, click on "Forms".
You’ll be directed to the Form
Builder homepage, where you can create new forms, edit existing ones, manage
form templates and provide smart reporting from the responses to each form.
- Understanding
the User Interface
- The top
tabs display an overview of your active forms, including a list of all
forms you’ve created and published (Published Forms) or have access to.
- Below the main tab of each section is a smaller row of two tabs where you can view the name of the form and the number of forms associated with that named form. In the middle section you can see the status of each completed form (e.g. Closed, Submitted, and Awaiting Action).
- Also
at the top, there is – Published Forms, Form Builder, and My Actions.
These options are where you build your forms, access published forms and
see the actions you have been assigned.
- A Search option, filter option and export option at the top right allows
you to quickly filter and sort to find a specific form by name, project,
submitter, status and section and gives the opportunity to export the form
responses.
- Column
Sorting options allow you to sort the columns to create a personalised
view of the data.

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