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Home > Administration > Creating and Using Custom Forms
Creating and Using Custom Forms
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Custom Forms let you collect extra information whenever certain time types are requested or added (for example, a court case number on a Court OT request). Each form is tied to one or more time types, and appears only when those types are selected.


Steps

1. Create the Base Form

  1. Go to Admin Panel > Shift Modifiers > Custom Forms.

  2. Click + Create Custom Form (top-left).

  3. Enter a name for the form (e.g., Late Arrest Form).

  4. Click Create. You’ll return to the Custom Forms index, where your new form will now appear.


2. Add Fields to the Form

  1. Click View/Edit next to the form you just created.

  2. Click + Add New Element to add fields.

  1. Choose from the available field types:

    • Short Input – small text field for short answers.

    • Long Input – larger text box for longer answers.

    • Boolean (Yes/No) – checkbox that can be checked or unchecked.

    • Choices – list of selectable options you define.

  2. Repeat until all desired fields are added.


3. Assign the Form to Time Types

  1. Go to Admin Panel > Shift Modifiers > select the category (e.g., Overtime Types, Time Off Types, or Special Assignments).

  2. Click Edit next to the time type you want (e.g., Standard).

  1. In the Custom Form dropdown, select the form you created.

  2. Click Save.


4. Test the Form

  1. Create or request a shift using the linked time type.

  2. The custom form fields should appear automatically for the user to fill out.


Helpful Tips

  • Responses can be viewed by opening the associated request or edit record.

  • Use the Shift Change Report (Reports > Shift Change Report) to review submitted form data.

  • Note: Custom Form responses are not searchable or filterable in Pace Scheduler. For advanced filtering or calculations, export the Shift Change Report to Excel.

 

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