Create Record Forms

Forms to create new records in Asset Panda streamline adding new entries in one step. A well-structured form enhances data accuracy and improves operational efficiency.

Create a Form to Generate a New Record

Setup

1. On the left navigation pane, point to and click Create+, and then click Form. The Form Setup dialog appears.

2. Enter the form name in the Form name text field (for example, "Add Asset Form").

3. Select Create new record.

4. Select Single or Multiple records.

Info: Multiple record forms can utilize Tables in Forms under the Styling menu to create flexibility and visibility when working with more than one asset. The table is currently limited to 15 records.

1. Use the dropdown under And will use this collection to select the collection (for example, Assets, People, or a custom collection).

2. (Optional) Toggle Allow receipt of responses after submission to enable email notifications for form submissions.

3. Click Save & continue to proceed to the form-building stage.

Form Build

Building forms in Asset Panda lets you tailor data collection to suit your requirements. You can design Forms to capture relevant details and simultaneously create collection fields. All fields used on a form must be included in the corresponding collection.

1. Enter a form description to explain the form's purpose.

2. Click Add to include fields or styling elements.

   • Use the Fields tab to add data fields (e.g., Address, GPS, or other custom fields). Fields created here will be included in the corresponding collection.

   • Use the Form Styling to include elements such as headings, page breaks, and instructions.

3. Arrange the fields in the desired order.

4. Use the Cancel button to discard changes, or Save Changes to save your progress without exiting the form setup.

Share

Sharing a form enables administrators to define who can access it and fill it out. Access depends on permissions set in User Permissions and the form being shared with the user. Non-administrators cannot view the form unless it is explicitly shared with them.

Share by Role

Predefined roles such as Org admin, Account admin, or Module admin are shared automatically when selected by clicking the respective buttons.

1. Click inside the Share by role field.

2. Search for a role by typing the name in the search box.

3. Select the desired role(s) from the list of results.

   • Use Clear all to remove all selected roles, if necessary.

4. Click Save changes to apply the sharing settings or click Cancel to discard any changes.

Share with User

1. Click inside the Share by user field.

2. Search for a user by typing their name or email in the search box.

3. Select the desired user(s) from the list of results.

   • Use Clear all to remove all selected users, if necessary.

4. Click Save changes to apply the sharing settings or click Cancel to discard any changes.

Preview

The preview feature allows administrators to verify how the form appears across different devices before publishing.

1. Navigate to the Preview section of the form setup.

2. Select a device type from the dropdown menu: Desktop, Tablet, or Mobile.

3. Review the form layout and make necessary adjustments.

4. Click Save Changes to finalize the form for the selected layout.

5. Test the form by simulating submissions, if needed.