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The Form Favourites application in Upvise provides users with quick, centralised access to frequently used form templates. It is designed to streamline form creation where users need guided or limited access to specific forms.
By surfacing selected templates in a single app, Form Favourites reduces navigation time, simplifies training, and ensures users have access to and create the correct forms aligned to their role permissions.
Benefits
Time-Saving – Allows users to quickly launch commonly used forms without navigating through multiple modules.
Guided Access – Helps users easily identify which forms they have access to create.
Role-Based Control – Access to forms is governed by user roles, ensuring appropriate permissions are applied.
Improved Adoption – Simplifies the user experience and reduces training overhead.
Data Integrity Enforcement – When configured correctly, it ensures the required linked records are selected before form creation.
Getting Started
Navigate to Form Favourites app Select “Settings” Select Template Select the required templates Click on the “…” setting and click “Refresh” to save selections The Favourites app is role-based- so users will only see forms aligned to their assigned roles.
When the database setting: “Users cannot create Forms from Forms App” is enabled, Form Favourites will enforce the selection of a linked record before form creation. Ensure this setting is enabled via Forms - Options - User Rights - Users cannot create Forms from Forms App What this means: Users must select a linked record (e.g., Project, Job, Equipment) before proceeding when creating it via the Form Favourites application. The setting cannot be bypassed and linked record missed. Maintains data integrity. This enhancement ensures that form creation via Form Favourites follows the same governance rules as module-based creation.
While Form Favourites improves accessibility, it is not suitable for all processes. Recommended NOT Recommended Form Favourites is best suited for: Site-based compliance forms Toolbox talks Incident reports General administration forms Forms not dependent on automated integrations Leave Application Pre-Start forms Plant servicing forms Equipment-based maintenance forms These forms should be executed directly from the Equipment module, not from Form Favourites. Why? When launched from Equipment: Meter readings are captured correctly Maintenance due dates are updated Service history links correctly Equipment lifecycle data remains accurate Launching these forms via Favourites may bypass equipment-linked processes, preventing automatic updates and impacting maintenance tracking.
Screen Guide
Creating a form via the Form Favourites application (Web):
