Custom form settings

The Custom Forms Settings section allows you to configure how your form interacts with entities, boards, and task statuses. These settings define where form entries are stored, how they are referenced, and what workflow status they receive upon creation or update. Proper configuration ensures that submissions are automatically linked to the right projects, departments, or clients and follow the correct process flow.

Open a form of your choice and click the Settings tab in the navigation header. The Settings window will open, allowing you to configure form-level connections and behavior.

Fill out the input fields.

• Entity – Defines the entity that the board belongs to. You can select from Client, Department, or Project at the bottom of the dropdown menu. Each category expands into its own list. Select the appropriate item from the dropdown or type its name into the search field to locate it quickly.
• Board – Specifies the board on which the form entries will be created as tasks. Select the desired board from the dropdown list.
• Entry Reference – Allows you to set a prefix for the automatically generated entry code. For example, entering HR, DEV, or ADM helps categorize entries by department. The prefix will appear before the generated code, such as HR-000123, making it easier to identify which form or department the entry belongs to.
• On Create Entry Status – Defines the status assigned to a new entry when it is created. You can choose from the following options: Created, Draft, In Progress, Processed, Rejected, Submitted, or Waiting For Your Action.
• On Update Entry Status – Determines the status that will be set when an existing entry is updated. The same options are available: Created, Draft, In Progress, Processed, Rejected, Submitted, or Waiting For Your Action.

When all fields have been completed, click Save to apply your settings.