How To Create, Edit And Manage 'Asset Type Form'

1. Click on the ‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
2. Now, click on ‘Asset and Locations’ from the left menu
3. Then click on ‘Assets’ from the middle section and click ‘Type Form/Category Form’ from the left menu
4. Click 'Add New' from the middle section and then add the category name in ‘Name’ field and then click on ‘Add’
5. Once added, click on the form name to start building the form. Now, you will be in the form builder.  To configure and make changes, drag and drop any relevant field from the right panel, fill in the details in that field, and then click ‘Update’
6. You may also delete existing fields, except the mandatory fields, by clicking on the field, using the delete icon at the top right, and then clicking ‘Update’.
7. Once you have updated the form, click ‘Save’ at the top right corner, and it will become active.

Import Feature-

You also have an option to import the form. For that-

1. Click on the ‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
2. Now, click on ‘Asset and Locations’ from the left menu
3. Then click on ‘Assets’ from the middle section and click ‘Type Form/Category Form’ from the left menu
4. Click 'Add New' from the middle section and then add the category name in ‘Name’ field and then click on ‘Download Template’
5. Fill in the details in this spreadsheet, and once done, upload the sheet in the ‘Import from Excel sheet’ section
6. Once done, click on ‘Add’ and after you have mapped the fields, the category form will get created in the system