1. In the left sidebar, click Automation, then click Forms.
2. You will land on the Form Templates page with tabs for Active, Draft, Published, Retired, and All.

Use the “Show all versions” checkbox in the top right if you want to see older versions of templates.

1. Click the + New Template button in the top right.
2. In the popup, type a clear name (for example: “Daily Feeding Log” or “Raw Preroll Packaging Outputs”).
3. Click Create draft.

Note: Schedules are not set here — you will set them later when you attach the template to a workflow or step.

1. Click + Add field at the bottom of the Fields list.
2. In the right-hand panel, type a Label — this is what shows above the input box for the person filling out the form.
3. Choose a field Type from the dropdown.
4. Optional: add Help text — this appears under the field as a short description or instruction.
5. Check Required if the field must be filled in before the form can be submitted.
6. Check This data aggregates if you want reports to sum or average values across submissions (numeric fields only).
7. Click Add to save the field.

The preview on the right updates the moment you click Add, so you can see exactly what the operator will see.

There are 11 field types to choose from. Most are simple, but four (Number, Dropdown, Table, Linked batch field) open extra options when you select them.

After choosing Number as the Type, a NUMBER OPTIONS section appears.

1. Units — type the unit you want shown next to the value (ppm, °F, lb, %, etc.).
2. Min (warn) — values below this number show an orange warning when entered.
3. Max (warn) — values above this number show an orange warning when entered.

Warnings are non-blocking — the operator will still be able to submit, but they will see “Above expected maximum” or “Below expected minimum” so out-of-range readings get flagged for review.

After choosing Dropdown as the Type, a DROPDOWN OPTIONS section appears.

1. Click + Add option for each choice you want to offer.
2. Type the option text in the box that appears (each option will be one row in the dropdown).
3. Use the × next to an option to remove it.

After choosing Table as the Type, a TABLE OPTIONS section appears.

1. Row label (optional) — the word that labels each row when the operator adds entries (default is “Row”).
2. Click + Add column to define each column in your table.
3. Name each column to match the data you want collected in that column.

Linked batch fields pull existing batch data into the form automatically, so operators do not have to re-type it.

1. After choosing Linked batch field, use the Pull from dropdown to choose the batch attribute you want to auto-fill.
2. Available attributes include: Batch ID, Product, Metrc UID, Workflow, Cultivation Phase, Scheduled Date, Due Date, Manufacturing Date, Best By Date, Units Produced, and Size.

On the preview and the live form, this field will read “Auto-fills from batch.{attribute}” — operators do not need to fill it in.

1. Review your fields in the preview on the right.
2. Optional: add an Optional description at the top of the template — this is for internal context.
3. Click the Publish button in the top right.
4. The state badge will switch from Draft (orange) to Published (green).

Once published, you can also Clone or Retire the template using the buttons next to the state badge.

1. From inside the published template, click the Assignments tab.
2. Click + New Assignment in the top right.

Choose Workflow (batch-level) at the top of the New Assignment popup if you want the form filled out once per batch (or daily across the whole batch).

1. Pick the Workflow from the dropdown.
2. Pick the Schedule:

If you choose Daily while in phase, a Phase dropdown appears with: Propagation, Vegetative, Flowering, Harvest, Drying. Pick the phase the form should run during.

3. Click Create assignment.

Choose Step at the top of the New Assignment popup if you want the form tied to a specific step inside a workflow.

1. Pick the Workflow from the dropdown.
2. Pick the desired Step from the dropdown.
3. Pick a Trigger:

4. If you picked On Hash-Out, you can also check Required on every hash-out.

When Required on every hash-out is checked, the operator must either submit the form or reject it with a note before they can hash out. If they reject it, the worklog is flagged for audit so a supervisor can follow up.

5. Click Create assignment.

Use this when you are already looking at a workflow and want to add a form that fills out once per batch.

1. In the left sidebar, click Automation, then click Workflows.
2. Click the workflow you want. The steps appear on the left and a details panel opens on the right.
3. In the right-hand panel, click the Forms tab. A note reads “Forms attached to this workflow are filled out at the batch level.”
4. Click + Attach form.
5. Pick a published template from the Template dropdown.
6. Pick a Schedule — Once per batch, Daily until batch complete, or Daily while in phase (which adds a Phase dropdown).
7. Click Attach form.

Use this when you want a form tied to one specific step.

1. From the same workflow, click the step you want in the steps list on the left hand side.
2. A “Viewing [step name]” panel opens on the right. Click the Forms tab. A note reads “Forms attached to this step are filled out when an operator works the step.”
3. Click + Attach form.
4. Pick a published template from the Template dropdown.
5. Pick a Trigger — Schedule or On Hash-Out.
6. If you picked On Hash-Out, you can also check Required on every hash-out so the operator must submit the form or reject it with a note before hashing out (rejections flag the worklog for audit).
7. Click Attach form.

1. Open any batch from the batch list.
2. Click the Records tab in the batch header.
3. You will see three sections:

Tip: “Scope” tells you whether a form is filled once for the whole batch (batch-level) or each time a specific step is worked (step-level) — so you can tell at a glance where each form belongs.

There are two ways to open a form to fill it out. The easiest is to click a card in the Due today section, so you know you’re filling out exactly what’s currently due.

1. In the Due today section at the top, click the card for the form you want to complete. (Each card shows the form name, whether it’s batch-level or step-level, and its due date.)
2. The fill modal opens with all the fields you built into the template.
3. Enter values in each field. Required fields show a red asterisk (*) and will block submission until filled.
4. Number fields with min/max warnings will show an orange message if your value is out of range — you can still submit, but the warning is logged.
5. Click Submit to save the record, or Save draft to come back later.

You can also fill out any form by clicking Fill on its row in the Attached forms list below. This is handy for filling out a form ad-hoc before it’s due — but for day-to-day work, the Due today cards are the best place to start.

Warnings are intentional — they flag readings worth a second look without blocking the operator from recording what they actually measured.

Useful when a form was not on the workflow when the batch was created, or for a one-off log.

1. On the batch Records tab, click + Add form in the top right.
2. In the popup, pick a template from the Template dropdown (only published templates appear).
3. Pick a Schedule (defaults to Once per batch).
4. Click Add form.

The new form will appear in the Attached forms list for this batch only — it will not affect other batches.

When you are hashed into a batch, the active step bar at the top shows the step name, the batch, and your timer. Forms reach you in two places here:

1. Required form button — if a form is required for the step you are working, it appears right in the active step bar as a button with the form name and a Required badge (for example, “Log Test · Required”). Click it to open the fill modal, complete the fields, and click Submit.
2. Forms panel — click Forms in the top right to see every form for the batch or to log one ad-hoc. It is always available. A panel opens with three tabs:

If you are not hashed into a batch, On this batch will say “Not hashed in” and point you to either hash in or use Find a form.

Hashing out: if a form is set to be required on hash-out, clicking Hash Out will prompt you to handle it first. You must either submit the form or reject it with a note — rejecting it flags the worklog for audit so a supervisor can follow up.

1. Open the template under Automation › Forms.
2. Click the Records tab.
3. You will see a list with Batch, Step, Due date, and who submitted it (with a timestamp).
4. Click View on any row to open the original submission.

This view is best when you want to see every submission of a single form across your whole facility.

1. Open the batch from the batch list.
2. Click the Records tab.
3. Scroll to the Submitted section to see past submissions for this batch, grouped by template.
4. Click View on any row to open the filled-in values.

This view is best when you are reviewing the full record of a single batch — every form, in one place.