How Do I Create a New Form

Creating new forms

If you ever run into a situation where you want separate forms for each type of asset records, creating a new form is a good option.  There are two ways to create a new form.

• Create new form - Creates a new form with no fields on it.

• Copy form - Creates a form with pre-existing fields.

Creating a brand new form

• To create a new form, go to the navigation page and under the administration section, choose, “Manage Forms.”

• After clicking on manage forms, select add new record.

• Unique ID: Keyfield for the new form.

• Form Table: The table you are creating a new form for.

• Form ID: The name of the new form.

• Description: Brief description of the type of form.

• Mbr_col:

After entering the information, select “Save New Record” to create the new form.

Copying an existing form

• To copy an existing form, select the form on the Manage Forms page that you want to copy.

• On the form record, go to the Add button and select “Copy/Add”

  

• From here, Select a new Form ID and Description and then “Save New Record."

• With the new record saved, you can check out new form by going to the table and selecting Options/Change Form on any record.

Importing on a form

After creating a form, the default form will still be applied to all assets.  We can do a mass change to what form an asset uses by doing an import.

• When importing an asset, add cx3formid to one of the columns on the excel sheet.

• Name this field the Form ID we created (Example: TRUCK)
  
  

• Import the form ID with the matching asset ID to the Asset table.  More information on doing an import is located in the link below.

• http://emaintuniversity.com/node/553

• After importing, my asset TRUCK1 now is defaulted to the TRUCK form.