With ProjectsForce 360’s Dynamic Forms, you take full control of your data capture and workflows—no developers required. On this page, you’ll learn how easy it is to build exactly the form you need, show only the fields that matter, and deliver a tailored experience to every role or individual on your team.

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Build from Scratch

• Click “Create New Form” and give it a name.
• Drag in fields, cards, tabs or rich text blocks—nothing is fixed.
• Rearrange with drag-and-drop until the layout fits your process.

 

Tailor by Role or User

• Choose which roles see which form view.
• Drill down to individual users when you need hyper-specific screens.
• Maintain multiple versions side by side—sales, installation, service, accounting—all running off the same core data.

 

Streamline & Automate

• Embed conditional logic: show or hide fields based on job type, status or custom tags.
• Trigger actions: auto-assign tasks, send alerts, generate documents or update external systems.
• Roll out changes instantly—no downtime, no code deployments.

 

Why Dynamic Forms Matter

• Efficiency: Eliminate clutter and speed up data entry.
• Accuracy: Only collect what’s relevant, reducing errors and re-work.
• Adoption: Give each team member a view built for their workflow—no training manuals required.

 

Ready to shape your own workflows? Dive in, create a new Dynamic Form, and see how ProjectsForce adapts to you—rather than the other way around.