Upcoming Changes to Forms
What's New in the Forms UI
We've made a number of improvements to the forms interface to make it easier, faster, and more intuitive to use. Here’s what’s changed:
1. Rename Your Form — Without Changing the Report ID
- You can now rename a form for easier identification and organization. The Report ID remains unchanged, so data integrity and tracking stay consistent.
2. Streamlined Classifications Dropdown
- The Classifications dropdown has been redesigned to match the style and behavior of other dropdowns across the site. It’s now faster and easier to navigate.
3. Hazards — Easier Linking and Visibility
- Submissions can now be linked to hazards directly from the form view. You can also quickly see any associated hazards, providing a more connected safety workflow.
4. Comments and Attachments — Now Front and Center
- Comments and file attachments are now conveniently located at the top of the form, just beneath the Investigator section.
- We've removed the extra click when attaching a file — you can now upload directly without needing to click "Add" first.
5. Expand / Collapse All for Form Sections
- You can now expand or collapse all form sections at once with a single click, making it easier to navigate long or detailed forms.
6. Required Questions Tracker
- A new Required Questions window appears when you’re completing a form. It shows:
- How many required questions exist
- How many you've completed
- A “Next” button to jump directly to the next required question
7. Easier Submission Linking
- When attaching a submission, you no longer need to know the exact Report ID. Just click the dropdown arrow to see and select from your most recent submissions.
Tip: We recommend renaming forms with meaningful titles (e.g., "Lab Incident - June 2025") to make searching and reporting more efficient for your team.
Related Articles
Request changes to your forms
What is it? The ability to request a change to a form inside of the Baldwin portal and communicate with the Baldwin team on your requested changes. You can also view how your form is configured on this page. Please visit this article for more ...Self-Service Forms
Form owners now have more direct control over their form customizations. As part of the latest update to the Form Management page, you can now: Edit Form Group Names, Filter Groups, and Administrative Roles Edit Form Settings Form title Enable ...Approving or Rejecting Changes in a Manual
Who Can Approve or Reject Changes? Only users assigned as Manual Administrators can approve or reject Change Requests. Steps to Approve or Reject Changes Notification of Completion Once Baldwin completes a Change Request, a notification is sent to ...Changing Form Group Settings (Group Name, Assigned Filter Groups, and Administrative Role)
Select the Form Management menu from the navigation sidebar Select the Form Management page Click on the form group you’d like to change to expand it Click the Edit button in the bottom left part of the Form Group: From here you can modify the ...Form Management page
What is it? The Form Management page allows Form Owners to view and manage configurations and content on their organization's forms. Who can access the Form Management page Any user who is a Form Owner Form Management page is located in the Form ...