Learn how to create forms by following these simple steps. For further explanation of each of the checklist item types, consider reading this article.
Access the Catalog List:
Navigate to the Catalog list from the sidebar menu.
Select Forms:
Go to the "Forms" section to manage forms.
Create a New Form:
Click the "New" button to start setting up a new form.
Enter Form Details:
Input the form name and description.
If you want the checklist to be automatically set as mandatory when adding it into an entity, select the Required field.
Set Form Requirements:
To make the checklist mandatory when adding it to an entity, check the "Required" field.
To restrict completion to the mobile application only, select the appropriate option.
Configure Follow-Up Work Orders:
Create follow-up WO for each form item: A separate work order will be created for each form item.
Create only one follow-up WO for the entire form: A single work order will include all form items.
Do not create follow-up WO: No work orders will be generated regardless of form item outcomes.
Add Form Items:
Under the "Items" section, click on "New" to add a new item.
Enter the item name and description.
Add documents if needed.
Select the item type and, if necessary, link an asset.
If the item should not be mandatory, leave the "Required" field unchecked.
Save Items:
Click "Save" to add the item to the list.
Finalize the Form:
After adding all checklist items, click "Save" to add the form to the list.
