> ## Documentation Index
> Fetch the complete documentation index at: https://help.xforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Fill out a form

> Start a new form, enter your data, and save it.

Forms are templates your administrator sets up. Each time you fill one out, you create a new record. You can fill out forms in the web app or the mobile app. The steps are the same.

## Before you start

> [!NOTE]
>
> You need to be signed in. The forms you see depend on your account. If a form is missing, contact your administrator.

## Start a new form

**1. Open the Forms list**

The list shows the forms you've already started or submitted, newest first.

![Forms list showing recent records with draft status, client, facility and notes](https://mintcdn.com/x-forms-llc/lY8SW_2CCmjssrRW/images/01-forms-list.jpg?fit=max\&auto=format\&n=lY8SW_2CCmjssrRW\&q=85\&s=036d81ada962358d7a8f861696256e5f)

**2. Tap the orange + button**

The button is at the bottom of the screen. The **Select a form** window opens.

![Select a form window listing available forms with a search box at the top](https://mintcdn.com/x-forms-llc/lY8SW_2CCmjssrRW/images/02-select-form.jpg?fit=max\&auto=format\&n=lY8SW_2CCmjssrRW\&q=85\&s=06e6620abb83096b0dd4079ed94e2721)

**3. Tap the form you want**

Use the search box at the top to find it in a long list. The form opens with the title **New: \[form name]**.

## Fill in the fields

Forms are divided into sections. Tap a section's header to expand or collapse it. Labels in orange are required.

![Project Info section of a form filled in with sample values](https://mintcdn.com/x-forms-llc/lY8SW_2CCmjssrRW/images/03-project-info.jpg?fit=max\&auto=format\&n=lY8SW_2CCmjssrRW\&q=85\&s=df623d44219191e62e4de2d687d7c366)

Some fields fill in automatically, like your name and today's date.

### Pick lists

Fields that show **Tap to Select** and a list icon open a pick list. Tap an item to choose it. Use the search box to filter long lists.

![A pick list window with a search box and a list of items to choose from](https://mintcdn.com/x-forms-llc/lY8SW_2CCmjssrRW/images/04-pick-list.jpg?fit=max\&auto=format\&n=lY8SW_2CCmjssrRW\&q=85\&s=333d791213838264262d3992749c5694)

> [!TIP]
>
> Some pick lists depend on an earlier answer. For example, the client list can depend on the region you chose. Fill in fields from top to bottom.

### Data grids

Some sections contain a grid for entering several rows of readings.

![An empty data grid with an Add new row button](https://mintcdn.com/x-forms-llc/lY8SW_2CCmjssrRW/images/05-grid-empty.jpg?fit=max\&auto=format\&n=lY8SW_2CCmjssrRW\&q=85\&s=4f615f24c9a98589e62e6973c0c998c4)

**1. Tap Add new row**

The **Table row** window opens.

![Table row window with fields for entering one row of readings](https://mintcdn.com/x-forms-llc/lY8SW_2CCmjssrRW/images/06-table-row.jpg?fit=max\&auto=format\&n=lY8SW_2CCmjssrRW\&q=85\&s=748b9eca18aa5f820b5d67544f9bd9c0)

**2. Enter the values**

Fill in each field for the row.

**3. Tap Save**

The row is added to the grid.

The bottom row of the grid shows totals. They update automatically.

![A data grid with several rows entered and a totals row at the bottom](https://mintcdn.com/x-forms-llc/lY8SW_2CCmjssrRW/images/07-grid-filled.jpg?fit=max\&auto=format\&n=lY8SW_2CCmjssrRW\&q=85\&s=08f305128d424e3af0eb60222087ad2f)

In the Table row window, **Clone** copies the row and **Delete** removes it.

For more, see [Data grids and tables](https://help.xforms.ai/filling-out-forms/data-grids.md).

### Photos, notes and signatures

Tap **Take picture** to use your camera. Tap **Add image file** to attach a photo you already have. If the label says "(min 1)", you must add at least one photo.

Type your comments in **Notes**.

To sign, tap the **Signature** field. Sign with your finger or mouse, then tap **Save signature**. Tap **Clear** to start over.

![Signature pad with Clear and Save signature buttons](https://mintcdn.com/x-forms-llc/lY8SW_2CCmjssrRW/images/08-signature-pad.jpg?fit=max\&auto=format\&n=lY8SW_2CCmjssrRW\&q=85\&s=56489ad8759e9aeb476520fb30fe154a)

![Notes field and a completed signature at the bottom of a form](https://mintcdn.com/x-forms-llc/lY8SW_2CCmjssrRW/images/09-notes-signature.jpg?fit=max\&auto=format\&n=lY8SW_2CCmjssrRW\&q=85\&s=065a26224744f51771cfd48eb0711fcd)

## Save your form

Tap **Save** in the bottom-right corner.

> [!NOTE]
>
> **Needs review:** Steps after saving (required-field checks, draft or submitted status, and syncing) will be confirmed with a test account before publishing.

## Leave without saving

Tap the **X** in the top-left corner. When asked "Discard changes?", tap **Yes** to close the form without saving. Tap **Cancel** to keep working.

![Discard changes dialog with Yes and Cancel buttons](https://mintcdn.com/x-forms-llc/lY8SW_2CCmjssrRW/images/10-discard-dialog.jpg?fit=max\&auto=format\&n=lY8SW_2CCmjssrRW\&q=85\&s=294d9da2c5f694e843fd884e9e83a6ad)

> [!WARNING]
>
> Opening an existing record can automatically update fields such as Field Tech and Date to the current user and today. If you only meant to view the record, close it and choose **Yes** to discard changes.

> [!NOTE]
>
> More pages, including working offline, are coming.


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