The following 2 videos provide an overview of setting up and using forms and fields in Sisu. The first video focuses on managing intake forms, including editing existing forms like the Transaction Overview, adding or removing fields, and creating new forms with descriptions and role restrictions. The second video covers creating and using custom fields to track additional data not included in default fields. Users can choose from various field types, add them to existing forms, and edit or rearrange custom fields as needed.

Topics covered:

This video focuses on learning how to manage intake forms and form fields. It covers editing existing forms like the Transaction Overview by adding or removing fields as well as creating new forms with descriptions and role restrictions.

This video covers how to create and use custom fields which allow users to track additional data not covered by default fields. Users can choose from various field types, such as text or date, and add them to any existing forms. Custom fields can be edited and rearranged.

📙 Related Knowledge Base articles:

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