Use Forms with objects

Connect forms to equipment and assets so the right data stays with the right object.

Some forms belong to a specific object instead of only to a work order.

This is useful for inspections, maintenance records, and asset history.

Why object-linked forms help

Object-linked forms:

• keep the result tied to the right asset
• make service history easier to review
• give technicians the right context during the job

1

Prepare the form

Create the form you want to use in the object-based process.

2

Make sure the work order has the right object

Check that the work order is linked to the correct object.

3

Open the form on the work order

Open the form from the work order in the app.

Select the right object if prompted.

4

Complete and save the form

Save the form.

The result is stored with both the work order and the object.

FAQ

When should I use object-linked forms?

Use them when the result belongs to a specific installation or asset.

Do object-linked forms help with service history?

Yes.

They make it easier to review work done on one object over time.

Should every form be linked to an object?

No.

Only use object linking for asset-based processes.

Related topics

• Create a form
• Object Management
• Add objects to forms