> For the complete documentation index, see [llms.txt](https://prohelp.assetpanda.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://prohelp.assetpanda.com/settings/account-management/forms/forms-that-update-records.md).
# Forms that update records
## Create a form to update records
#### Form setup
1. Perform one of the following steps to display the module pane:
* In the navigation pane, click the **Account Switcher** 
and then select the appropriate account and module.
* Click :house: to display the module pane.
2. Click **Create** and then select **Form.** The **Form setup** page is displayed.
3. Enter the **Form name** (for example, **Update Asset Form**).
4. Select **Update records**.
5. Select whether the form should support creation of a **Single record** or **Multiple records**.
6. Under **In this collection**, select the collection for which records will be updated.
7. For single-record forms, to pull records from another collection for use in the form:
1. Select **Pull records from another collection**.
2. Under **Populate with data from**, select the collection from which the records should be pulled (for example, **People**).
8. To enable email notifications to be sent when the form is submitted, select **Allow receipt of responses after submission & generate PDF**.
9. Click **Save & continue**. The **Form build** page is displayed.
#### Form Build
1. Click the **Form description** to enter text to explain the form's purpose.
2. If another collection's records are pulled into the form, click **+** next to **Add a field from <*****Collection*****>** to select the pulled fields to add to the form. The fields are added to a table at the top of the form.
3. Add fields to the form:
1. Click **Add**.
2. Select **Fields**.
3. To select existing fields, click them in the list. They are added to the form.
4. To create a new field to be added to the collection:
1. Select **CREATE NEW FIELD**. The New field page is displayed.
2. Enter the new **Field name**.
3. Select the field's **Data type** and then complete any required settings associated with the field. See [Field types](/settings/account-management/fields.md#field-types).
4. Add styling elements to the form:
1. Click **Add**.
2. Select **Form styling**.
3. Select the element to add to the form:
* **Heading**: Adds an **Add Heading** line to the form. You can edit the heading after it is added.
* **Text**: Adds a Form description line to the form. You can edit the text after it is added.
* **Table**: For forms to update multiple records, adds a table to the form so mutiple fields can be specified. See [Use tables in multiple-record forms](#use-tables-in-multiple-record-forms).
* **Page**: Adds a page break to the form. You can then add form elements to the new page.
* **Line**: Adds a divider line to the form.
* **Submitted by**: Adds the placeholder for the submitter to the form.
* **Submission date**: Adds the placeholder for the submission date to the form.
5. Arrange the form elements on each form page:
1. Hover over a form element until the **Arrange**  icon is displayed.
2. Drag the **Arrange**  icon to move the element to the appropriate location. You can drag fields to the left or right of other fields to stack them horizontally on the page.
6. To change the text of the **Submit** button, double-click the button and then enter the appropriate button text.
7. To display a message to users who submit the form, select **Thank you message** and then edit the text to be sent to the user.
8. Click **Save Changes**.
{% hint style="info" %}
Data populated in the selected fields when the form is submitted is automatically updated in the relevant records.
{% endhint %}
#### Record Selection
Administrators can choose the records that can be selected in the form, and the fields that are displayed for the user to view the records.
1. Select **Record selection** above the form view.
2. To filter the records that can be selected for update:
1. Click :filter:. The **Filter by** page is displayed.
2. Select the **Field name** to filter the collection records.
3. Select the **Operator** to compare the field values.
4. Enter the **Value** to determine the records available to the collection field.
5. To specify multiple filter criteria, click **Add more** and then repeat steps b-d.
6. If multiple conditions are specified, select an option to determine whether **All** or **Any** of the conditions must be met to enable the record to be displayed.
7. Click **Apply**.
3. To select the fields displayed for records:
1. Click **Manage** **fields** . The list of collection fields is displayed.
2. To hide a field, click **Hide field**  next to the field.
3. To show a field, click **Show field**  next to the field.
4. To rearrange the order of displayed fields, click **Arrange**  and drag the field up or down in the list.
4. Click **Save changes**.
#### Share
{% hint style="info" %}
**Organization**, **Account**, and **Module admins** have full access to all forms by default.
{% endhint %}
1. Select **Share** above the form view.
2. To share the form with users in a specific role, select the role from the **Select a role** drop-down list. Repeat this step to share with multiple roles.
3. To share the form with individual users, enter a name in the **Select a user** field. Repeat this step to share with multiple users.
4. Click **Save changes**.
#### Preview
You can verify how the form is displayed across different devices before publishing.
1. Select **Preview** above the form view.
2. Select **Desktop**, **Tablet**, or **Mobile** from the drop-down list.
3. Review the form layout and test the form by simulating submissions.
4. Select **Form build** above the form to adjust the form.
5. Click **Save Changes** to finalize the form.
***
## Use tables in multiple-record forms
When multiple existing records need to be modified (for example, changing ownership or status) you can use a table to enable individual updates per row in a single submission. Each row in the table represents an individual record. This format allows users to update each device's details in a row and submit everything at once, which improves visibility, reduces repetition, and increases accuracy when working with large sets of data.
{% hint style="warning" %}
***Note**: The current limit is 15 rows per form submission. This limit will increase in upcoming product updates.*
{% endhint %}
### Create the form table
{% hint style="warning" %}
***Note**: Only fields added to the form table (or added separately to the form) are updated. All other fields remain unchanged.*
{% endhint %}
1. Create a form to create records for **Multiple records**.
2. When adding form styling elements, add the **Table** element to the form.
3. Inside the table, click **+** to add the relevant input fields. You can also select **CREATE TABLE FIELD** to create new fields to be updated in the table (and added to the collection).
4. Click **Save Changes**.
### Use the form table
1. Perform one of the following steps to display the module pane:
* In the navigation pane, click the **Account Switcher** and then select the appropriate account and module.
* Click :house: to display the module pane.
2. Under **Forms**, select the appropriate update form. The collection is displayed.
3. In the collection, select the records you want to update.
4. Click **Continue**. Each selected record is displayed as a row in the table. Fields will be editable based on the form configuration.
5. Enter updated values in each table row.
6. Click **Submit**. Each record is updated with the values entered in its respective row. The Collection view is then displayed.
7. To edit additional records with the form, repeat steps 3-6.
***
## Edit a form
1. In the navigation pane, select 
**Settings** > **Account Management**.
2. Expand the appropriate account and module, and then click **Manage** in the **Forms** tile. The list of forms is displayed.
3. Click the form to edit.
4. Edit the form settings. See [Create a form to update records](#create-a-form-to-create-records).
***
## Delete a form
1. In the navigation pane, select **Settings** > **Account Management**.
2. Expand the appropriate account and module, and then click **Manage** in the **Forms** tile. The list of forms is displayed.
3. Click  next to the form to delete. The **Deleting form(s)** page is displayed.
4. Click Delete.
---
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