The short version. Twenty field types. Pick the most specific one that fits — a specific field type gives you data you can add up later, where a text box gives you a paragraph nobody can total.
The twenty field types
Quantity, not Number
Build it in a sensible order
1
Write down what the form is for
One purpose per form. “Daily log” and “safety inspection” are two forms, not one.
2
Lay out the sections first
Use section headers to block it out before you add fields. A wall of thirty fields doesn’t get filled in properly.
3
Add fields, most specific type first
Reach for Text last, not first.
4
Set per-field permissions
Who has to fill it in, who can see it, who can change it.→ Field settings
5
Test it on a phone before you publish
Fill it out yourself, outside, with gloves on if that’s the job. Then publish.
Next
Field settings
Keep labor rates off the foreman’s copy.
Scope and versions
Global vs. This Project, Draft vs. Published.