Create an Asset Request Page in Web Request

Create a Web Request page to request mobile assets. Typically, a link to the online request form is placed on your organization's intranet to reduce phone calls and manual data entry.

Create the request page

1. In TMS, select Modules > Web Request > New.
2. In Page Title, enter a name such as Mobile Asset Request Form.
3. Enter a Description for the page.
4. Select the Segment for the page.
5. In Status, select Active.
6. If necessary, select the Require User Login and Show Remember Me Checkbox at Login check boxes.
7. Select Save. The Web Request Edit screen appears.

Configure work order settings

1. Select the Work Order Settings tab and the Details sub-tab.
2. In Module Label, enter Mobile Asset Order.
3. Select Allow New.
4. In Module New Label, enter Mobile Asset Order New.
5. In Save Button Text, enter Save and Send.
6. Select Allow Query.
7. In Module Query Label, enter Search for Asset Order.
8. In Query Button Text, enter Start Search.
9. Select reports for Query Results Report and Details Report.
10. Enter instructions in Header and contact information in Footer.
11. In Details Page Header, enter the text to display after a user submits a request.
12. Select Save.

Design the request fields

1. Select the Field Designer sub-tab.
2. Add the fields to display on the request page, such as Requester, Brief Description of Request, and Delivery Location.

   Note: Any required fields not shown on the page must have a default value and be hidden.

3. Select Save.

Configure asset settings

1. Select the Asset Settings tab and the Details sub-tab.
2. In Module Label, enter Mobile Assets.
3. Select Allow Query.
4. In Module Query Label, enter Asset Search.
5. In Query Button Text, enter Start Search.
6. Select reports for Query Results Report and Details Report.
7. Select Save.
8. Select the Field Designer sub-tab and add the fields for the search page.
9. Select Save.

For more information, see Create a Custom Form.