Using Form Builder

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.
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.
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.
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.

Using Form Builder

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Using Form Builder

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