Custom forms allow you to organize assets into groups by assigning specific fields or labels to each one. These fields can be created and adjusted according to the user's or project's requirements, providing a more efficient structure for data collection.
Main Features:
Customizable Fields: customizing fields is crucial to ensure that the collected information is accurate and relevant to the business. Users can define fields tailored to their specific needs, allowing them to gather data that is both specific and useful for each process.
Label Flexibility: custom labels are key for organizing and filtering data effectively. Custom forms allow for flexible label creation and assignment, which improves data search and analysis within the forms.
Adaptability to Business Processes: by customizing forms, companies can align the data structure with their specific processes, ensuring consistent data collection and analysis that supports more efficient decision-making.
How to create a custom form for an asset
In the main menu, select the "Catalogs" module, then click on "Assets".
Choose the asset type where you want to establish the custom form.
Access the specific asset where you want to configure the custom form.
Inside the selected asset, in the left-hand menu, click on "Custom Form".
Click on the rectangle below the "Custom Form" title to start configuring the form.
Click on the "+" button in the bottom-right corner of the box.
In the description box, enter a title that reflects the purpose of the form, then click "Save".
To edit, click on the pencil icon on the created form.
Click on the "+" symbol in the bottom-right corner of the box to add labels.
Enter a title that represents the data you want to capture in the form, and then click "Save".
If you wish to add more fields to the form, repeat the previous step as needed.
Finally, click "Save" to record the changes made to the form.
Once these steps are completed, you will have successfully created your custom form and recorded the relevant information.
Note: The information recorded in the custom form can be used to filter and extract data as needed.
How to filter an existing custom form
In the main menu, select the "Catalogs" module, then click on "Assets".
Select the filter option.
In the filter options, scroll down and check the "Custom Form" box.
Search for the name of the custom form you created.
Click on "Apply Filters" to apply the search.
Scroll to the bottom of the interface to view the filtered data based on the set criteria.