Custom Forms allow users to add their own company- or work-specific forms directly within their jobs on Bridge Select. Users can tailor forms to match their exact operational needs, ensuring that all relevant information is captured consistently and efficiently on the job. This flexibility improves accuracy and reduces paperwork.
📝 Add New Custom Form
Log in to your BridgeSelect portal. From the left-hand side menu, go to Settings and click on Custom Forms.
Once you are on the Custom Forms page, click the Add new form button located at the top-right corner of the forms list section.
After clicking the Add new form button, you will be redirected to the Add Form page. In the Add Form section, enter all the required details and upload your custom PDF form file.
Once you've entered all the required details and uploaded your custom PDF form, a preview of the uploaded form will be displayed in the Preview section. This allows you to confirm the layout and content before proceeding.
In the preview section, click on the field you want to map. A popup window will appear, showing the field type and available mapping options. The form field type will be automatically detected based on its field type.
To map a form field with a value available in the job, in the popup window, select the From Job option, choose the appropriate job field, and click Save Changes to complete the mapping.
If the value will be filled by the user, select the By User option. Enter the label for the field, and select whether it should be filled by the Retailer or Installer. To make the field mandatory, check the Is Field Mandatory option. Then click on Save Changes
If the field should have a default value, select the Default Value option, enter the desired value, and click the Save Changes button.
Once the fields are mapped, click the Save button.
To view the added forms, click on Settings > Custom Forms from the sidebar. You will be redirected to the Custom Forms page. In the Forms List section, all the added custom forms will be displayed and accessible.
To perform any action on the form, make sure it is enabled using the Enable/Disable toggle. If you want this form to be automatically included in all new jobs, enable the Auto Include option from the Form List.
Forms shared by the trader with the retailer will appear in the Forms shared by your trader(s) - can be added and used as your form section. Click the Add button to move the form to your list of forms.
To view the added forms, click on Settings > Custom from the sidebar. You will be redirected to the Custom Forms page. In the Forms List section, all the added custom forms will be displayed and accessible.
To perform any actions on the form, first toggle the enable/disable button to turn the form on.
To share a custom form with your retailers, click theShare button in the Form List. Then, select the retailers you want to share the form with, and click theShare button at the bottom of the popup window.
In the Form List, click the Test and Preview button to open the Test Wizard popup window.
In the popup window, fill in the user fields and click the Download button at the bottom to download the test form. Fields mapped with job data will be automatically pre-filled with sample job details.
⚡️Add Forms In Jobs
Navigate to the Job List and click the Edit option.You will be redirected to the Edit Job page.
After successfully being redirected to the Edit Job page, go to the Documents & Photos tab and click the Add Form button in the Custom Forms section.
From the popup window, select the appropriate form you want to add to the job, then click the Add button on the form list.
To enter the fields required by the retailer, click the Edit button in the form list.
In the popup window fill out the required details and click save to save the form
Open the installer app and choose the job you want to complete the custom form for.
On the Edit Job screen, tap on Documents & Forms.
Select the relevant custom form from the list to begin filling it out.
Complete all required fields and tap Save to submit the form.
Click the Download button to download the completed form.
⚡️ Create New Version Of Form
With Bridge Select custom forms, users can create multiple versions of the same form. Each version can be filled out from scratch or pre-filled with data from a previous submission — saving time and ensuring consistency across repeat workflows.
Click on the Create Version button.
In the popup window,
If you want to create a completely new form, select the From Scratch option.
Select the baseline version of your form if you want to carry over the already filled values from the previous version to the new version.
⚡️How to Import/Export Custom Forms
One of the great things about exporting Bridge Select custom forms is how easily they can be shared across the community. If a peer has already built a custom form, they can export it for you — and with a quick import, you’ll have it ready to use in your own account.
Export Custom Form
Navigate to the Form listing and click on the Edit button.
Once redirected from the Edit button, click the Export Form button in the top-right corner. A ZIP configuration file will be downloaded, which can later be used to import the pre-configured custom form.
Import Custom Form
In the Forms list, click the Add New Form button.
After being redirected to the Add Form page, fill out the required fields, then click the Import from Custom Form Package (ZIP) button in the bottom-right corner. All pre-configured fields will be mapped automatically. Finally, click the Save button at the bottom of the page to save the form.
For platform support, please contact your Bridge Select representative.
Still need a hand?
If you have any questions, please do not hesitate to reach out to us.
Contact the BridgeSelect Support Team