Create a simple activity form in Cadulis

Collect the Right Field Data with a Custom Form

Each field activity requires a tailored form to capture the right data.
In Cadulis, you can create a custom form for each activity type, defining the fields to be filled: contact details, equipment, on-site contact, etc.

This guide walks you through step by step how to build a simple form.

🧭 Steps to Follow

1. Access the Form Module

• Left sidebar menu → Catalogue
• Select the desired Business Unit (top left)
• Click on an existing activity type or create a new one

➡️ You will land on the Activity Type Information page

2. Access the Activity Form

• Click the Activity Form button (top right, under “Forms”)
• You are redirected to a page listing the form fields (empty by default)
• Two buttons are displayed:
  • Add a Field
  • Test (preview in real conditions)

➕ Add a Field

1. Click on Add a Field
2. On the Add a Field page:
   • Choose a field type:
     • Short text, Date, Signature, Photo, etc.
   • An example is displayed automatically
3. Define a unique code (e.g. numero_client)
   • Used in exports, reports, display conditions
   • Expected format: lowercase, no accents, no spaces
4. Click Add a Field

⚙️ Configure the Field

Once the field is added:

• Page: Edit a Field
• Available settings:
  • Order: position in the form
  • Display: size, layout, visual preview
  • Description: custom label for the user
  • Specific options depending on the type: required, default value, etc.
  • Display conditions (optional)

To delete the field: enable the Delete switch

👉 Click Edit (bottom right) to save

➡️ Use the back arrow to return to the field list

👁️ Test Your Form

At any time, click Test to preview the final rendering as it will appear to your users.

🧪 Simple Example: “Client Phone Number” Field

1. Click Add a Field
2. Type: Short text
3. Code: numero_client
4. Click Add a Field
5. In Edit a Field:
   • Order: 1
   • Check Required if needed
   • Description: “Enter the on-site client’s phone number”
6. Click Edit
7. Return to the list to continue