How to use "Commonly Used Phrases" in forms

This tutorial outlines how to use the "Commonly Used Phrases" feature in Cloudpermit forms. 

The "Commonly Used Phrases" feature helps you quickly pick and use pre-programmed phrases throughout the application review, inspections process, and permit issuance. The phrases must first be configured in Cloudpermit.

The "Commonly Used Phrases" feature includes the "category" that defines which category type the phrase belongs to, for example, for reviews or permits, etc.
You can add new categories to the phrase template in the "Templates configuration" anytime.

The "Select phrases" drop-down menu includes the phrases that have been configured to the respective category.

Select first the category from the drop-down menu list.
Next, select the phrased from the "Select phrase" drop-down menu list.

The selected phrase will be added to your text field.
You can also edit and modify the phrase in your text field.

Example:
You are a reviewer and want to add a pre-confured phrase to the review comment.

First, you select the phrase category (Reviews) and the phrase (Approved reviews) used in the review comment.

The pre-configured phrase appears in the text field.
If you need to edit the phrase to suit best to the comment, you can do it in the text field.

Once the comment is OK, click "Save & End."

Success - The review results report is completed with your pre-configured phrase.






 



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