Create a Generic Form
Generic forms are used for site or company-wide checklists and workflows (for example, inspections, incident reports) that workers or site teams complete in the app.
What this means
- A generic form is a custom form template (not a permit, induction, or briefing).
- You can make it site specific while drafting, then switch it to company wide if the customer wants the same form across all sites.
When you’ll use this
- A customer wants to replace a paper form (vehicle check, incident report, delivery checklist, etc.).
- The customer needs a form that workers/foremen can submit from the mobile app.
Step-by-step
Common issues
Form not visible in the app
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Check the form status is Active and that it’s assigned/enabled for the correct site(s) and user types.
- Form editing and creation are only accessible to Company Hosts in Breadcrumb.
- If you are a Site Host, please speak with your internal Breadcrumb Champion for assistance or to request the appropriate access.
Customer wants approvals on generic forms
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Confirm whether approvals are actually required for this workflow. If approvals are needed, align on the correct product/feature path before promising it.
Too many questions / messy layout
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Split into sections with headings, remove auto-captured metadata fields, and simplify conditional logic where possible.
Why this matters
- Moves critical safety/compliance checks from paper into a consistent, trackable workflow.
- Gives site teams real-time visibility and a reliable submission record.
Need help?
If you’re unsure whether the form should be site specific or company wide, or which visitor types should be allowed to submit it, confirm with the customer admin before finalising and rolling it out across all sites.
If you require any assistance or have a question, please contact our Support Team on +44 7400 977 382 or email us at support@breadcrumb.co, and we'll be happy to help.