Form Builder Best Practices

Maintain Data Integrity:
- Set critical fields (like asset names) to Read-Only to prevent unintended changes.
- Use Required fields to ensure essential data is collected.
Simplify User Experience:
- Only include necessary fields in the form to avoid overwhelming users.
- Use clear labels, tooltips, and descriptive text to guide users through the form.
Consistent Design:
- Keep the form design consistent with other forms and reports in your ReadyWorks environment.
- Use consistent color schemes and field widths for a professional appearance.
Test Forms Before Deployment:
- Use the Preview feature to test the form’s functionality and appearance.
- Ensure all validation rules and field settings work as intended.
Leverage Integration with Reports:
- Add forms to reports where users frequently need to update data.
- This streamlines workflows by allowing data edits without navigating away from reports.
Understand Limitations:
- Remember that forms can only interact with one asset type at a time.
- Plan your forms accordingly to match your data editing needs.