Introduction and Key Features

The ReadyWorks Form Builder is an essential tool that allows users to create custom forms for capturing data, streamlining workflows, and updating asset records within the ReadyWorks platform. This tool is particularly useful for creating forms to interact with asset data, manage updates, and control user input, making it a key component of the ReadyWorks automation and reporting capabilities. 

Key Features of Form Builder

1. Customizable Form Fields:
   • Users can define various types of data fields, including text boxes, drop-down menus, checkboxes, and multi-select fields, to capture the required data.
   • Data types such as single-line text, multi-line text, dropdowns, and lookups can be integrated into the form depending on the specific asset type.
   • Fields can be set as Required, Read-Only, or have Limited Values to control user input:
     • Required: Ensures that users must provide input before submitting the form.
     • Read-Only: Displays field data without allowing edits (useful for fields like asset names to prevent unintended changes).
     • Limit Values: Restricts input to a predefined set of values, particularly useful for dropdowns or lookups.
2. WYSIWYG Interface:
   • The Form Builder offers a “What You See Is What You Get” interface, making it easy to design forms without extensive technical knowledge.
   • Users can visually arrange form fields, set their widths (full or half-width), and preview the form to see how it will appear to end-users.
3. Single Asset Focus:
   • Forms are designed to interact with one asset type at a time. This means you cannot edit fields from multiple asset types within a single form.
   • This limitation ensures data integrity and simplifies the form creation process.
4. Dynamic Data Handling:
   • Form Builder can pull in dynamic data based on asset type relationships. For example, you can map fields to asset tables, ensuring that the forms automatically populate relevant data for each asset.
5. Validation Rules:
   • Add validation rules to ensure data accuracy. For instance, setting required fields, defining minimum/maximum character limits, or applying specific formatting rules for fields like email or date inputs.
6. Pre-populated Data:
   • Pre-fill form fields using asset data already stored within ReadyWorks, minimizing the need for manual input and enhancing the efficiency of data updates.
   • By default, the asset’s name field is included in the form (typically set as read-only) to confirm that the user is updating the intended record.
7. Integration with Reports:
   • Forms can be added to reports, allowing users to edit asset data directly from the report interface.
   • This streamlines workflows by enabling quick updates without navigating away from the report.
8. Design Customization:
   • Users can customize the form’s appearance, including form size (small, medium, large), color schemes, and button icons.
   • Labels, tooltips, and descriptive text can be added to form fields to guide users in providing the correct information.
9. JavaScript Integration:
   • Customize form behavior with JavaScript to enhance functionality, such as auto-populating fields or adding custom validations.