Found in the Web interface of ITAM as a sub navigation item under Settings in the main left sidebar.
Forms allow you to customize the detail view of objects. This includes Computers, Devices, and Purchases. You can then assign a Form to an Account as the default view. For example, you can have a tech or workstudy that has a more simple view of asset fields rather than the full list of all panes and attributes you normally see. By stripping out fields they are not concerned with, and putting all items that are important from different panes into a single view, it can make rapid update of asset records during physical inventory much smoother. It also allows you to add custom fields that do not appear in asset records at all, be they informational text or external reference links.
Forms List
The main page when you click Forms shows a list of all forms in the system. Each row has the following:
- Enable checkbox. This allows the Form to be used throughout the platform.
- Form Name
- Icon showing the form Type (computer, device, or purchase)
- Form Properties dialogue
- Trash to delete the form
Form Properties
- Name- Name of the form as appears in lists and menus.
- ID- Auto created identifier when you make the form. Usually not manually changed.
- Type- Table that the form applies to (computer, device, purchase, etc). Note that currently User, Policy, and Generic forms are special use case only.
- Description- Optional text for personal reference.
- Modality- Behavior of the Form on use. View Only does not allow editing of the record viewed in this form. Edit when opened goes directly to edit mode without the need to click Edit after viewing the record.
- Signal- Set if the form will send a Signal when saved, and if so an optional signal name. See Actions for more details.
Form Editor
When you click a form or make a New Form, you are taken to the editor. The top left tab has the form Name and gear to configure select Properties. There is always at least one Tab in a form. You can configure the name of the tab but this is not important unless you have multiple tabs (one tab does not show). Each tab can contain whatever elements desired. Elements can be dragged from the right hand list and dropped into the tab space as desired.
There are 3 sections of elements that are line separated. The 3rd section are the fields for the table Type set in the form Properties. The first two sections are formatting elements you can add to create more robust layouts. Every element you add to the form has a gear to configure its properties, and an x to delete the element. You can drag and drop elements on the form to rearrange them. The Properties of these formatting elements differ by element type, and are different from the Table element properties.
You can change the Label of a table element which effectively allows you to rename the field on the form. For example, you could change Cost Center to Budget Number. This does not change the actual field name in the platform, it only renames it on this one form. You can also mark fields as Required if you insist them have a value when the record is edited, or Read-only if you don't want the field to be modified via the form.
Special Elements
There are certain elements in certain form types that require clarification or have very specific use cases. Contact Support if you have questions, but here are some examples and details for novel use cases.
When using a User form for the Loaner Checkout Extra, you may want to include a few special elements. The Signature field for example will take the input from the checkout extra and include it in the PDF of the form that is emailed to the user. Inherently a User form only includes User elements, but you'll likely want to include Computer and Device information on the checkout form. You can use the List element for this. When you configure this element, set the Field to hardware (only usable field thus far), and the Descriptions to Equipment: [{{icon}}] {{name}}. This will display an Equipment list that iterates all items in the checkout using their icon and name. If you turn off the Show Header option then "Equipment:" will not show. The [ ] designate an icon, so you could use [computer] to display a computer icon, but using the macro will use the icon type appropriate for the asset (computer or device). You could also decide to include {{serial}} for example.