Use Admin Tools to create custom fields and build forms for permit applications. Custom fields collect specific information, such as text, numbers, checkboxes, or file uploads. Add these fields to forms using the form builder. In the form builder, you can arrange the fields and control how they appear on the application. You can also set field requirements and portal visibility. This helps ensure applicants provide the required information before submitting a permit application.
Important Note:
This article applies to Elevate V5 permit applications. If your system matches the V4 image below, you may be using a different version. Please visit the V4 permit application guide instead.
Create Custom Fields
Use Admin Tools to create custom fields that capture specific information for permit applications and internal records. These fields store data that is not included in the system’s standard fields. Field types may include text, numbers, checkboxes, radio buttons, dropdown lists, or file uploads. After a field is created, it can be added to forms and reused across multiple permit uses. This helps keep data collection consistent.
Sign in to your site
Navigate to Admin Tools:
Select the Forms tile:
Select the Custom Fields tab:
Click Add Field:
Select all applicable Modules:
Enter the Display Name:
Select the Data or Field Type:
Enter Help Text to guide users completing this field, if needed:
Click the Save Button:
If the custom field is created successfully, a confirmation message will appear:
Create Forms
Use Admin Tools to create forms that organize and display custom fields on permit applications. Forms control how fields appear to applicants and staff during the application process. Use the form builder to add fields, arrange them in rows, and set the layout based on the information needed for the permit. Forms can be reused across multiple permit uses. This helps keep the application process consistent.
Sign in to your site
Navigate to Admin Tools:
Select the Forms tile:
Select the New Form button:
Enter the Form Name:
Select a Module to associate the form with:
Add a Description for the form, if needed:
Click the Create Form button:
Scroll down to All Form Fields and configure the fields as needed:
Configure Form Field Requirements
Users can control which fields are visible and required on the public portal. Required fields must be completed before applicants can submit a permit application. Applicants may also have the option to save the application as a draft before submitting it.
If you just created the form, skip to Step 3 and continue configuring the form fields:
If you are returning to a form that was already created, you can configure its fields. Follow these steps:
Sign in to your site
Navigate to Admin Tools:
Select the Forms tile:
Click the pencil icon to edit a form:
Continue to Step 3
Locate the Form Field (add bullet - search for field)
To find a specific form, use the Search field:
Click the plus icon to add the field to the form. Repeat this step to add more fields:
Note:
If the plus icon is grayed out when you try to add a field, hover over the icon. You will see a message that says Field already added. This means the field is already in the form builder:
Check the boxes to set whether the field is required and whether it is visible on the portal:
To rearrange fields, click and hold the reorder dots. Then drag and drop the field to its new position:
To create a new row, drag a field to the area labeled Drag field here to create new row:
Note:
Forms can include up to four fields per row, and can be reused across multiple permit uses.
To delete a field from the form builder, click the trashcan icon:
To see how the form will appear, click the Preview button:
On the preview screen, click the Close Preview button when you are finished:
Click the Save button:
If the custom form is created successfully, a confirmation message will appear:
