6472333

Custom Forms and Fields Tutorial

Discussion created by 6472333 on Sep 19, 2014
Latest reply on Dec 21, 2015 by brandon.miller@samanage.com

With the custom forms and fields section in setup, you can add and associate forms with different sections of the application. You can also customize and create forms and change the order of the fields.

You can add a new form by clicking on the
+ New Form button.

When creating a new form, you will need to include the following information:

  • Name

  • Description

  • Module to be associated with

  • Category

  • Subcategory if needed

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After you have created the form, you can add fields and create new custom fields if needed. In order to create a new field, click on + New Field and include the following information:

  • Name

  • Type (Text, Dropdown, Checkbox, Date, Date and Time, Text Area, and User)

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You can then take the field(s) and drag and drop it under the form to complete your new, custom form.

 

Check out this video to see the full process of creating a custom form:

 

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