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Created: 16 July 2024
Updated: 16 July 2024

How to Create Digital Form?

You and your team can start creating the digitalised form(s) in the system through many simple ways that cuts down on their time spent on manual hardcopies.

Navigate to the section by clicking it.

From Job

  1. At the desktop site’s navigation bar, go to Business Management > Schedule > Job Schedule.
    Create Digital Form Here: https://system.caction.com/activity/scheduler

    Create Digital Form Step 1

  2. Click on the Job that you would like to create the Digital Form in.

    Create Digital Form Step 2

  3. Click on the “Create Digital Form” icon.

    Create Digital Form Step 3

    *Note: Digital Form Templates available are based on the access given by your admin. If you do not find your template, please request permission or help from your admin.

  4. Select the type of digital form that you would like to create. For this example, we will select “Quotation”.

    Create Digital Form Step 4

  5. Fill out the details of the new quotation. Available fields may differ depending on your company’s system setup.

    Field Name Description
    Category Classifies the type of quotation.
    Status Indicates the current status of the quotation.
    Customer Select the address of the customer or attach the customer.
    Project The project associated with this quotation.
    Start Date The date when the quotation is created.
    Assigned User The user responsible for this quotation.
    Reminder Set a reminder for follow-ups or important dates.
    Product/Services List The list of products or services included in the quotation.
    Description Additional details or description of the quotation.

    Create Digital Form Step 5

  6. Click “+ Product/Service” if needed.

    Create Digital Form Step 6

    *Note: Product/Service section may not be available in your selected digital form.

  7. Select the Product/Services that needed in this form.

    Create Digital Form Step 7

  8. Click on the “SAVE” button.

    Create Digital Form Step 8

  9. Enter the details of the product/services.

    Create Digital Form Step 9

  10. Click on the “Save” icon.

    Create Digital Form Step 10

  11. Click “OK” to confirm the save change.

    Create Digital Form Step 11

  12. Your form is successfully saved when the “Successfully Saved” prompt appears.

    Create Digital Form Step 12



From Project

  1. At the desktop site’s navigation bar, go to Business Reports > Project Report.
    Create Digital Form Here: https://system.caction.com/reports/deal

    Create Digital Form2 Step 1

  2. Click on the expand button beside the project that you would like to create the digital form in.

Create Digital Form2 Step 2

  1. Click on the “+” button.

    Create Digital Form2 Step 3

  2. Click on the “Create Digital Form” icon.

    Create Digital Form2 Step 4

    *Note: Digital Form Templates available are based on the access given by your admin. If you do not find your template, please request permission or help from your admin.

  3. Select the type of digital form that you would like to create. For this example, we will select “Quotation”.

    Create Digital Form2 Step 5

  4. Fill out the details of the new quotation. Available fields may differ depending on your company’s system setup.

    Field Name Description
    Category Classifies the type of quotation.
    Status Indicates the current status of the quotation.
    Customer Select the address of the customer or attach the customer.
    Project The project associated with this quotation.
    Start Date The date when the quotation is created.
    Assigned User The user responsible for this quotation.
    Reminder Set a reminder for follow-ups or important dates.
    Product/Services List The list of products or services included in the quotation.
    Description Additional details or description of the quotation.

    Create Digital Form2 Step 6

  5. Click “+ Product/Service” if needed.

    Create Digital Form2 Step 7

    *Note: Product/Service section may not be available in your selected digital form.

  6. Select the Product/Services that needed in this form.

    Create Digital Form2 Step 8

  7. Click on the “SAVE” button.

    Create Digital Form2 Step 9

  8. Enter the details of the product/services.

    Create Digital Form2 Step 10

  9. Click on the “Save” icon.

    Create Digital Form2 Step 11

  10. Click “OK” to confirm the save change.

    Create Digital Form2 Step 12

  11. Your form is successfully saved when the “Successfully Saved” prompt appears.

    Create Digital Form2 Step 13



From Digital Form

  1. At the desktop site’s navigation bar, go to Business Reports > Digital Form Report.
    Create Digital Form Here: https://system.caction.com/reports/digitalform?code=DR01

    Create Digital Form3 Step 1

  2. Click on the dropdown button to select the digital form template to use.

    Create Digital Form3 Step 2

  3. Select the type of digital form.

    Create Digital Form3 Step 3

  4. Click on the expand button beside the digital form that you would like to create the new digital form in.

    Create Digital Form3 Step 4

  5. Click on the “+” button.

    Create Digital Form3 Step 5

    *Note: Digital Form Templates available are based on the access given by your admin. If you do not find your template, please request permission or help from your admin.

  6. Select the type of digital form that you would like to create. For this example, we will select “Sales Order”.

    Create Digital Form3 Step 6

  7. Fill out the details of the new sales order. Available fields may differ depending on your company’s system setup.

    Field Name Description
    Category Classifies the type of sales order.
    Status Indicates the current status of the sales order.
    Customer Select the address of the customer or attach the customer.
    Project The project associated with this sales order.
    Start Date The date when the sales order is created.
    Assigned User The user responsible for this sales order.
    Reminder Set a reminder for follow-ups or important dates.
    Product/Services List The list of products or services included in the sales order.

    Create Digital Form3 Step 7

  8. Click “+ Product/Service” if needed.

    Create Digital Form3 Step 8

    *Note: Product/Service section may not be available in your selected digital form.

  9. Select the Product/Services that needed in this form.

    Create Digital Form3 Step 9

  10. Click on the “SAVE” button.

    Create Digital Form3 Step 10

  11. Enter the details of the product/services.

    Create Digital Form3 Step 11

  12. Click on the “Save” icon.

    Create Digital Form3 Step 12

  13. Click “OK” to confirm the save change.

    Create Digital Form3 Step 13

  14. Your form is successfully saved when the “Successfully Saved” prompt appears.

    Create Digital Form3 Step 14




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