# Settings - Manage forms and form variants

**URL:** <https://community.onix.com/t/settings-manage-forms-and-form-variants/276>\
**Category:** Knowledge base\
**Tags:** onix-work, official\
**Created:** [December 19, 2023, 3:54am UTC](https://community.onix.com/t/settings-manage-forms-and-form-variants/276 "2023-12-19T03:54:43Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![uyen.truong](https://dub1.discourse-cdn.com/flex013/user_avatar/community.onix.com/uyen.truong/32/1001_2.png) [@uyen.truong](https://community.onix.com/u/uyen.truong)\
**Post date:** [December 19, 2023, 3:54am UTC](https://community.onix.com/t/settings-manage-forms-and-form-variants/276/1 "2023-12-19T03:54:43Z")

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Some control categories or job types are subject to specific legal requirements regarding documentation. Use form variants and rules to ensure your inspection documents comply with these regulations or remain relevant in various situations.

# 1. Set up a form’s default

In Onix Work - Settings:

- Open **Forms** → Select a form from the form list → Select the **Default**.
- Depending on your needs, fill in the **Description** and choose the form’s **Counter** , **Default responsible** and **Default done by** contact.
- Set up a general header for all languages, or customize headers per languages.

 ![image](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/5/524ecbb8c8934545c651e8657223051989ea3ea1.png)

# 2. Create form variant

In Onix Work - Settings:

- Open **Forms** → Select a form from the form list.
- **Variants** , you can create several different variants based on the same form.  
Select **New** , then insert a name for the variant.

Don’t forget to give a name that best describes the distinguished feature of the variant, which helps you easily specify the rule later.

 ![image](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/1X/20073c11aa6ca21536b64f58fe540f8b6616ffb5.png)

Now you can edit the texts and the use of logo.  
For example, in **Inspection Report** , you can create one variant that displays “Certifying Organisation Logo from the company” and another that displays “No logo”.

 ![image](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/1X/20073c11aa6ca21536b64f58fe540f8b6616ffb5.png)

## Set a default language-specific variant for each job form

Define the default form variant used when creating a new job, based on the job form language.

1. In Onix Work, go to **Settings \> Forms.**
2. Select a job form that includes variants, such as (New) Report of Thorough Examination.
3. Choose a variant for each language \> Select **Set as default**.

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/d/d70f950efe6469b1c30be46ea3d5905410cde4e4.jpeg)

# 3. Create variant rules

After defining the required variants, you can apply variant rules to produce the correct document based on specified field criteria.

In tab **Rules** , select **Add new** to specify a new rule.  
First, define the criteria for the rule and then select the variant from the ones you have created.  
Based on your selection, the corresponding variant will be used to create document when the job meets the criteria.

In this example we will use variant **Videresalg** to produce document when job type **Resale** is selected in the job.

 ![image](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/1X/a08f8bc8377a445fc809d9fabfd3f735677d8654.jpeg)

> **Important note:**  
> When your job meets the two conditions of job type and control category, the variant specified for job type will be prioritized.  
> For job type and control category without a variant, the standard form specified in the **Default** tab is used.

# 4. NDT report: Perform non-destructive testing

## 4.1. Set up the NDT Report form’s default

- In Onix Work, go to **Settings – Forms** → Select **NDT Report**.
- Select the **Default** tab → Turn on the **Active** checkbox to put the form into use.
- (Optional) Fill in the **Description** , choose the form’s **Counter** , **Default responsible** and **Default done by** contacts.

## 4.2. Design an NDT Report

### Step 1: Create a variant

- In Onix Work, go to **Settings – Forms** → Select **NDT Report**.
- Select the **Variants** tab → Click **Add a variant**.
- In **Create new variant** , complete the required fields: **Active status** , **Description** (name of the variant) and **Form header** → Fill in other fields if necessary → **Create**.

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/8/8dd4b3160fb4476f2db6a5870422256de33a19a2.png)

### Step 2: Design form properties

Within the variant details, click on **Open form properties designer**.

 ![image](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/a/ac02e22365fd85c9ac6174553624923bc913a4e7.jpeg)

In the **Form properties designer** :

- Click on **Add a form property group** and set up the group’s general details: Property group’s name, layout (1-column grid, 2-column grid or table) and group description.
- Click **Add a form property** and set up the fields: Property’s name, input type and required toggle.

After setting up all form properties and groups, click **Save** to finish designing an NDT report.

 ![image](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/c/ccafc98ba4849b03460ffddf8f8805af7322861a.png)

## 4.3. Use NDT report in inspection jobs

NDT report form can be used for mandatory inspection jobs in Onix Work and Onix Inspect.

To select NDT report in a job:

- Create a job with “Mandatory inspection” job class.
- Select “NDT report” in **Form** → Select the relevant variant.
- Fill in other fields of **Job details** if necessary.

To complete an NDT report form:

- Within the job, open **Form properties** tab.
- Within the **Form properties** :
  - Input the property values according to their input types.
  - Add pictures by tapping on **+** in the **Pictures** section.
  - Add your comment about the NDT report in the **Comment** field.
  - To see how the final NDT report looks upon job completion, click on **Preview**.

When all the job details, checklists and NDT report have been completed, press **File** to finish the inspection and file the job.

 ![image](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/3/393f7b8bfa3245b16ec6f4c77f7435569c23f3c6.png)  
 ![image](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/7/7333eff71c13d6b7c4d6d3273bff17e0c85762c9.png)

# 5. (New) Report of Thorough Examination form

## 5.1. Set up the (New) Report of Thorough Examination form’s default

- In Onix Work, go to **Settings – Forms** → Select **(New) Report of Thorough Examination form**.
- Select the **Default** tab → Turn on the **Active** checkbox to put the form into use.
- (Optional) Fill in the **Description** , choose the form’s **Counter** , **Default responsible** and **Default done by** contacts.

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/1/1d458fcbf3364218d3838704ff1e026e1db4f651.png)

## 5.2. Design a (New) Report of Thorough Examination form

### Step 1: Create a variant

- In Onix Work, go to **Settings – Forms** → Select **(New) Report of Thorough Examination form**.
- Select the **Variants** tab → Click **Add a variant** or **Get predefined variants** if you’re starting from scratch.
- In **Create new variant** , complete the required fields: **Active status** , **Description** (name of the variant) and **Form header** → Fill in other fields if necessary → **Create**.

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/2/22a266618230d4d064c730f2fe7cb2e64e8c6202.jpeg)

### Step 2: Design form properties

Within the variant details, click on **Open form properties designer**.  
In the **Form properties designer** :

- Click on **Add a form property group** and set up the group’s general details: Property group’s name, layout (1-column grid, 2-column grid or table) and group description.
- Click **Add a form property** and set up the fields: Property’s name, input type and required toggle.

After setting up all form properties and groups, click **Save** to finish designing a Report of Thorough Examination.

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/c/caa8614e68ac1fb7425b14738bca2417292da668.jpeg)

## 5.3. Use (New) Report of Thorough Examination form in inspections

The (New) Report of Thorough Examination formcan be used for mandatory inspection jobs in Onix Work and Onix Inspect.

To select it in a job:

- Create a job with “Mandatory inspection” job class.
- Select “(New) Report of Thorough Examination form” in **Form** → Select the relevant variant.
- Fill in other fields of **Job details** if necessary.

To complete a job with (New) Report of Thorough Examination form:

- Within the job, open **Form properties** tab.
- Within the **Form properties** :
  - Input the property values according to their input types.
  - Add pictures by tapping on **+** in the **Pictures** section.
  - Add your comment in the **Comment** field.
  - To see how the final Report of Thorough Examination looks upon job completion, click on **Preview**.

When all the job details, checklists and form properties have been completed, press **File** to finish the inspection and file the job.