Create a Custom Form

You will start the tutorial by creating a custom form.

Custom Forms enable you to see fields, tabs, and field arrangements in different modules to meet the preference of your organization. Custom forms can be created for Work Orders, Assets, Dashboards, PM, POs Forms can be created to simplify the use of TMS or enable you to do more advanced queries and creations.

Before you begin, be aware that the when you create a form in a segment other than the Shared segment, you will not be able to open records that are stored in any segment other than the segment that the form is associated with.

For example, if you have access to the Shared, Biomed, and Facilities segments and you create a form in the Facilities Segment, you will not be able to access records that are stored in the Shared or Biomed segments. To access records from all three segments from one form, you need to use a form created in the Shared segment. Forms created in the Shared segment can access records stored in any segment in the database.

To create a new custom form, follow these steps:

1. From the Setup Menu, select Custom Forms > New.

   The New Form dialog box appears.

2. From the Module drop-down menu, select Work Orders.

3. In the Form Name field, enter a name for the form.

   In this example, enter Corrective Maintenance Work Orders.

4. From the Segment drop-down menu, select Shared.

5. Skip the Based On drop-down menu.

   In this example, you are creating a new form from scratch. Later you can learn how to create a form based on another form.

6. Click Continue.

7. Click OK.

Proceed to Add a Tab >