Form Builder Elements

What's covered:

• How do I assign records from the admin portal?
• How do I assign records to other users from the device?
• How do I assign records via Web Map View?

How do I assign records from the admin portal?

To assign records from the admin portal, please follow the instructions below.

PLEASE NOTE: To assign records from the admin portal, you must be a Company Admin with view rights to the form from which you assign records. Record assignments can only be done at the Parent level.

STEP 1. From the Data tab, click the Page ID of the form, which contains the records you'll be assigned.

STEP 2. Click on the record or records you wish to assign and click Assigned Selected.

STEP 3. Choose the user you'd like to assign the record(s) to and click Assign.

STEP 4. You'll see the record(s) are now assigned to the user.

PLEASE NOTE: The username will no longer appear once the user has downloaded the records to the device. Records can be unassigned until downloaded to the device by the user. 

How do I assign records to other users from the device?

The AssignTo element will allow your users to choose from a drop-down menu of other users with collect rights to the form and assign a record directly from the device.

Please follow the instructions below to add an AssignTo element to your form.

STEP 1. From inside the form builder, click the AssignTo button from the left-hand menu. You'll see it populate the device view.

STEP 2. On the right-hand side, you'll see the element properties. Enter the name of your element.

Note that checking the Based on Label option will create a data column based on the Label on the element.

STEP 3. Click Save.

PLEASE NOTE: Only users with Collect Rights to the form will show in the drop-down menu.

STEP 4. Test it out on your device.

How do I assign records via Web Map View?

We have a dedicated article on how to assign records via Web Map View here.

Many Engineering and Field Services inspections are done based on geographic location which is why we enhanced our existing mapping functionality. You can learn more about this feature here, including what it is and how to enable it.