- Accessing Form Builder:
- Navigate to the Admin > Configuration > Form Builder section within ReadyWorks.
- Creating a New Form:
- Click on New Form to start designing a new form.
- Provide a Form Name and Title (the title is what users will see when they open the form).
- Selecting the Data Source:
- Choose the Data Source (asset type) that the form will interact with.
- Remember that forms can only interact with one asset type at a time.
- Defining Form Properties:
- Decide whether the form will Create a New Record or Update the Selected Record.
- Create a New Record: Use this when you need to add new assets to the system.
- Update the Selected Record: Ideal for updating existing asset information.
- Decide whether the form will Create a New Record or Update the Selected Record.
- Adding Fields to the Form:
- Use the Form Fields section to add fields to your form.
- Field Selection: Choose from the list of available fields associated with the selected asset type.
- Required: Mark fields as required to ensure they are filled before submission.
- Read-Only: Set fields to read-only to display information without allowing edits.
- Limit Values: Restrict input to specific values (useful for dropdowns).
- Labels and Tooltips: Customize the field label and add tooltips or descriptive text to guide users.
- Width: Set the field display width (full or half-width) to control the form layout.
- Use the Form Fields section to add fields to your form.
- Designing the Form Layout:
- Use the Design tab to adjust the overall appearance of the form.
- Form Size: Choose the size of the form window (small, medium, large).
- Colors and Icons: Customize the form’s color scheme and button icons to match your branding or preferences.
- Use the Design tab to adjust the overall appearance of the form.
- Previewing the Form:
- Use the Preview feature to see how the form will look to end-users.
- Make adjustments as necessary to ensure the form is user-friendly and intuitive.
- Saving and Enabling the Form:
- Once satisfied with the form design, ensure that the Enabled option is set to Yes to make the form available for use.
- Save the form.
- Integrating the Form with Reports:
- Add the form to relevant reports to allow users to access it directly from the report interface.
- In the report settings, associate the form with the report.
- Users can then select records in the report and launch the form to update data.
- Add the form to relevant reports to allow users to access it directly from the report interface.