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Last updated March 15, 2021


How to Create a Quantity Tracking Form

Learn how to add a Quantity Form

Quantity Forms

Admins have the ability to add Quantity forms. Quantity forms can either be Discard Quantity forms, Completed Quantity forms, or both. Quantity on a task can be accounted for through a form or manually by the user. A Quantity form enables the user to record any additional information on units completed or discarded while updating the task quantity.

  1. Select the “Add Quantity Form” button.
  2. Name the new form.
  3. Select at least one form type, “Completion Form” or “Discard Form”. Selecting both types will enable the user to track both completed and discarded quantity values on the same form.
  4. Select the “Add” button to save the form and add form fields
  5. Add form fields.

    At least one number field must be added with either a “Quantity Completed” or “Quantity Discarded” key metric, based on the form type selected. A form that is both a Completion and Discard from, must have a discrete number field with both a “Quantity Completed” and “Quantity Discarded” key metric.

  6. Publish Form.

    The required key metrics will need to be added before the “Publish” button is available to the user.


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