Sample form: Create & edit property

Explanation

You can use this form to create a new property in onOffice or, if you append a property UUID to the form link as a URL parameter, to edit an existing property.

Instructions

1. Copy the form from the template overview and activate it.
2. ✅ Done

Optional:

• If necessary, add further fields that are important to you, or delete fields you do not need.
• In the form settings, customise the written activity and task or deactivate them.
• If one or more emails are to be sent from onOffice after the form is submitted, e.g. to the person filling in the form and/or an internal colleague, configure the emails to be sent in "Form settings" -> "Send emails".
• If necessary, customise the styling, the URL suffix and the title of the form.
• In the "Form Settings" -> "Styling", specify whether you want to display the form as a multi-step form or as a one-pager.

Notes

• The form contains only onOffice standard fields, which are available in every version of onOffice.

Usage

• To create a new property record, simply fill in the form and submit it.
• To edit an existing record using the form, the UUID of the property record must be appended to the form link as a URL parameter.
• Alternative 1: Send the edit link by email
  • To do this, copy the first link from the top under "Form settings" -> "Edit property & address" and paste it into a new email. The link looks similar to this: ("https://deinname.propform.io/deineformularurl?estate[Id]=_Uuidestate")
  • Send an email linked to the property in question.
• Alternative 2: Save the form link in the onOffice property form as a link field with a formula
  • In the onOffice administration, create a field of type "Link" and enter the first formula from "Form Settings" -> "Edit Property & Address" as the formula in the field. The formula looks similar to this: ="https://deinname.propform.io/deineformularurl?estate[Id]="&[uuid]