Overview
To view categories and form templates, head to the Categories Page via links available on the Left Navigation Bar.
The Categories Page features three tabs:
Categories
Categories are a classification concept for assets. They are used to categorize assets and define shared/inherited data values for assets of the same category.
Form Templates
The Form Templates Tab features a list of all available form templates.
Form Templates are essentially re-usable documents that contain blank fields which can be filled out to collect data. Copies of a template can be attached to several different entities at once, or made available on demand. Before being filled out, each copy of a form template is usually identical. These copies can then be filled out to collect data.
Currently Form Templates, cannot be created, edit or deleted. Two filters atop the list allow for filtering templates.
Click on a template's row expands the row to display all items within the template.
Form Template Items
The Form Template Items Tab features a list of all form template items that are used to build form templates. Currently, Form Template Items are non-editable, and cannot be created or deleted.
Last updated