Creating a Form Entry

Note: This feature will be available in Preview until June 16. The details in this article may change before the official Quarter 2 release.

As a Community Owner, you may have many uses for submitting a form entry. Form Entries allow you to collect information and send it through a workflow from party to party. You can also use a form entry to report any issues with your received products, deliveries, and more. Once an issue is determined, you can submit an form entry to send information directly to the supplier or distributor. FoodLogiQ is the platform of discussion between the parties where communication takes place. 

 

How to Enter the Form Entries Page

1. From the Form Entries list view, click into an form's details page

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How to Create an Entry

1. Select Add Entry in the right corner of the list view page.

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2. Select the applicable Form Type and click Next.

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3. After you select this, the options available will depend on what form type you chose. The example below may look different from what you will actually see. Any field with a red asterisk is a required field and must be filled out to continue. Note: Only active locations should appear in the locations dropdown. 

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4. After you've finished entering information, you'll be able to add an optional comment at the bottom of the window. Here, you can add any notes or comments that may pertain to the incident. These comments will appear in the History section of the incident and are not required.

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5. Click Submit at the bottom of the window. 

The newly created form entry will now show up on the list view. You may click anywhere on that row to open it and make changes if needed. A notification will be sent out to the party whose turn it is to take action on the form. When and how frequently notifications are sent will vary based on the community's settings.

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