Add objects to forms

Link forms to objects so form data stays attached to the right equipment.

You can link a form to an object during work execution.

This keeps inspection or maintenance data tied to the right asset.

Why this matters

Object-linked forms help you:

• keep a clear service record
• separate forms per asset
• review object-related documentation later

1

Open the work order form

Open the relevant form from the work order.

2

Select the object

Use the object field or selector in the form.

3

Complete the form

Fill in the form for that specific object.

4

Save the form

Save or send the form.

The form data stays linked to the selected object.

Optional setup

If your process requires it, make object selection mandatory in the form setup.

That prevents forms from being saved without the right object.

Frequently asked questions

Can one form cover multiple objects?

Usually one form is linked to one object.

Use separate forms when each object needs its own record.

Can technicians choose the object in the app?

Yes, if the form and app setup supports it.

Does the form appear in the object history?

That is the usual goal of this setup.

Exact behavior depends on your configuration.

Related topics

• Add objects to work orders
• Object Management