Forms

Administrators can create and customize forms to display fields and labels based on information that is important to your business. Forms display when a user creates an object to which that form relates. You can view a list of forms and attributes on the Forms and Attributes page. Use forms to store attributes and associate them with:

• Assets

• Documents

• Incidents

• Leases

• Payments

• Projects

• Search Rings

• Sites

• Units

• Vendors

A form consists of one or more sections that contain fields and text. You can also add rows and columns to a section and add fields and text to columns and rows. For example, a Site from stores and organizes the Site Name, Site Number, Site Type, and additional Site Attributes so that they can be associated with that Site.

Click Admin > Forms to display the Forms Builder page. This lists the existing forms where you can:

• Add or edit a form: Add or edit sections, columns, rows, fields, and text. Click a Name to display the Forms page of an existing form.

• Edit form properties: Change the name of a form, specify the object that is associated with the form, and whether it displays on the home page for that object.

• Mark a form inactive: To deactivate a form so that it can no longer be used, click the icon next to Name, click Mark form Inactive then click Submit.

• Delete Form: To delete a form that is no longer used, edit the form to remove its sections, click the icon next to Name, click Delete Form, then click OK.