Configuring Asset Category Using Form Builder

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
10 min read

You can configure the Asset Categories and their attributes using the Form Builder Custom Forms.

To Configure Asset Category:

  1. Select Admin > Basic > Infrastructure > Form Builder.
  2. On the FORM BUILDER page, select Asset Management from the Module list. Click ADD NEW on the ACTIONS panel.
  3. Under the FORM DETAILS tab, fill in the required details. For more information about the fields on the FORM DETAILS tab, see Field Description.
  4. Click NEXT.


    Figure: FORM BUILDER page: FORM DETAILS tab

  5. Under the FORM BUILDER tab you can configure the attributes for the Asset Category. From the left-hand side panel, select the type of field that you want to add, drag and drop it in the central section of the page. Based on the field type selected, the properties are displayed under the PROPERTIES section. Click the Plus icon to make a copy of the Custom Attribute and click the Delete icon to remove the Custom Attribute. Fill in the required property details. For more information about the various types of fields and their properties, see Field Description. You can also change the sequence of the field by dragging it up and down.
    • Click the Save as template button to save the form as template.
    • If a Group is selected, Save group as template button is displayed. Click the Save group as template button to save the Group as template.

  6. Click NEXT.


    Figure:  FORM BUILDER page: FORM BUILDER tab 

  7. Under the PREVIEW tab you can view the attributes that you configured for the Asset Category.

  8. Click SAVE. The Asset Category and its attributes are configured. Similarly, you can add custom tabs and custom attributes for Contract Management by selecting Contract Management in the Module field under the FORM DETAILS tab.


    Figure: FORM BUILDER page: PREVIEW tab

Field Description

 FORM DETAILS tab

The following table describes the fields under the FORM DETAILS tab of the FORM BUILDER page:

Field

Description

Module

The module Asset Management is selected in the Module list.

Tenant

Select a Tenant from the list.

Category Name

Type in the Asset Category name.

Category Short Code

Type in the Asset Category short code.

Note: The field is auto populated based on the category name.

Asset Code

Select an Asset code. Click the iconicon, on the ASSET CODE CONFIGURATION pop-up page, select the check box for the attributes you want to configure as Asset code, click PREVIEW, and then click SAVE.
By default, the Asset Codes *CategoryCode*/*Asset ID* are displayed in the Asset Code field. 

For more information about Asset Code, see ASSET CODE CONFIGURATION.

No. of Digits in Asset Code

Type in the No. of Digits in Running number of Asset Code.

Separator Required in Asset Code

If selected, Asset Code will contain separator (Example: ABC/XYZ/000001)

Category Type

Select the Category type from the list.

Asset Type

Select the Asset type from the list.

Asset Tracking Type

Select the Asset tracking type from the list.

Description

Type in the description for the custom attribute.

Category Image

Upload an image for the Category

Active

Indicates the status of the custom attribute.

  • If selected, the custom attribute is active.
  • If not selected, the custom attribute is inactive.

Asset Code Revision

If selected, the Asset code is updated when the Asset is moved from one location to another.

 FORM BUILDER tab

The following table describes the field types and their properties on the FORM BUILDER page under the FORM BUILDER tab:

Field

Properties

Group

Click Group to create a group under the tab. Use this to group related fields. Type in the required values for the following properties:

  • Label: Type in the label name of the group.
  • No. of Columns: Select the number of columns that can be added under the group. You can add maximum two columns.
  • Multivalued Group: Click Is Multivalued Group to indicate that multiple fields can be added under the group. If this check box is selected, you need to also specify a value for Page Size. Page Size indicates the maximum number of fields allowed on a single page.

Text/ Text Area

Click Text to create a text box field. Click Text Area to create a text box field that allows more characters compared to text box field. For example, for User Name, use Text and for User Comments, use Text Area. Text and Text Area have the following fields:

  • Label: Type in the label name for the text box or text area.
  • Required: Select the Required check box to make the text box or text area a mandatory field.
  • Tooltip Text: Type in the tooltip text for the users to help them in typing in details in the field.
  • Watermark Text: Type in the watermark text that should appear in the text or text area field if the user does not enter any information in the field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Length Limit: Specify the length of the field by entering values in Min and Max fields.

Check Box

Click Check Box to create a check box field. Type in the required values for the following properties:

  • Label: Type in the label name for the check box.
  • Required: Select the Required check box to make the check box a mandatory field.
  • Tooltip Text: Type in the tooltip text for the users to help them in typing in details in the field.

Drop-down

Click Drop-down to create a drop-down field. Use this field to add an attribute for which the user needs to select from multiple available options. Type in the required values for the following properties:

  • Label: Type in the label name for the check box.
  • Required: Select the Required check box to make the check box a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Parent: Select the parent for this drop-down list. The values of this drop-down list depends upon the value selected in the Parent drop-down list.
  • Options: Type in the values that should appear in the drop-down list. If a Parent drop-down list is selected, select the parent value and the corresponding value in this drop-down list.

Note: The following drop-down values are pre-defined in the application. You must not use these values in the Options field:

  • Asset ID
  • Asset Status
  • Quantity
  • Unit Price
  • Location
  • Remarks
  • Cubicle
  • Store
  • Publisher
  • Vendor
  • Customer
  • Allocated
  • Description
  • Deactive
  • Asset condition

Date

Click Date to add a date field. Type in the required values for the following properties:

  • Label: Type in the label name for the date field.
  • Required: Select the Required check box to make the date field a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in selecting date for this date field.

Number

Click Number to add a number field. For example, Maximum Approvals Required. Type in the required values for the following properties:

  • Label: Type in the label name for the number field.
  • Required: Select the Required check box to make the number field a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering number values for this field.
  • Minimum/ Maximum: Specify the range of numbers that can be entered in this field by entering values in the Above and Below fields.
  • Integer Only: Select the Only accept integers check box to allow users to enter only integers. Any number without any decimal value is called an integer. For example, 121, 57, 23 are integers. However, 20.1, 56.8, 13.01 are not integers.

Email

Click Email to add a field for entering e-mail ids. Type in the required values for the following properties:

  • Label: Type in the label name for the e-mail field.
  • Required: Select the Required check box to make the e-mail field a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering value for this e-mail field.

File

Click File to add a field where files can be added. Type in the required values for the following properties:

  • Label: Type in the label name for the file field.
  • Required: Select the Required check box to make the file field a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering value for this file field.

Price

Click Price to add a field where prices can be added. For example, Project  Cost. Type in the required values for the following properties:

  • Label: Type in the label name for the price field.
  • Required: Select the Required check box to make the price field a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering price for this field.
  • Units: Type in the unit based on which the price should be calculated, for example, per hour or per piece.

Website

Click Website to add a field where website URLs can be added. Type in the required values for the following properties:
Label:

  • Label: Type in the label name for the website field.
  • Required: Select the Required check box to make the website field a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering website URL for this field.

Search

Click Website to add a field where website URLs can be added. Type in the required values for the following properties:

  • Label: Type in the label name for the price field.
  • Required: Select the Required check box to make the price field a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering price for this field.

Label

Click Label to add a field to label field. Type in the required values for the following properties:

  • Label: Type in the label name for the label field.
  • Required: Select the Required check box to make the label field a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering value for this field.

Formula

Click Formula to add a field where a formula can be provided. For example, Average Cost. Type in the required values for the following properties:

  • Label: Type in the label name for the price field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering price for this field.
  • Formula: Type in a formula
Hyperlink

This control is displayed when Asset type is selected as Fixed Asset.

Click Link Type to add a field where hyperlink URLs can be added for reference purpose. Type in the required values for the following properties:

  • Label: Type in the label name for the hyperlink type control. The name will appear on all the Asset transaction pages.
  • Required: Select the Required check box to make this field a mandatory field on the Asset transaction pages.
  • Tooltip Text: Type in the tooltip text for the users to help them in providing hyperlink URL for this field.
  • URL: Specify the required hyperlink URL. The character length of the hyperlink URL should not exceed 200 characters. The users specify a new URL or edit the URL under the GENERAL tab while performing the Asset transactions, such as Allocation, Deallocation, Movement, etc.

Note: 

  • This control is not applicable for Multivalued Group control.

Group Templates

The Group Templates section displays the Groups saved using the Save group as template button.

Form Templates

The Form Templates section displays the Forms saved using Save as template button.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the FORM BUILDER page.

ADD VALIDATION RULES FOR SAVED CONTROLS

Click ADD VALIDATION RULES FOR SAVED CONTROLS icon to create Rules to validate controls.

Validate Controls
Figure: Validate Controls

You can configure conditions to validate and take actions on the Custom Attributes. On the pop-up page, click   to configure Rules and Actions.



Figure: Validate Controls and Actions

You can specify the Rules and Actions, and click SAVE to validate the Rules. The fields on the VALIDATE CONTROLS page are described in the following table:

Fields

Description

RULES tab

AND

Click the AND tab to add the Rule using the AND operand for the selected Custom Attributes.
If the AND operand is selected, all the Rules defined under it should be met to implement the Action.

To add Rules:

Select the Custom Attribute for which you want to configure the Rule from the list. Choose the operator from the list. Type in the value you want to equate with the Rule.

OR

Click the OR tab to add the Rule using the OR operand for the selected Custom Attributes.
If the OR operand is used, at least one of the Rules defined under it should be met to implement the Action.

To add Rules:

Select the Custom Attribute for which you want to configure the Rule from the list. Choose the operator from the list. Type in the value you want to equate with the Rule.

Add Rule

Click Add Rule to add another row of Rule.

Add Block

Click Add Block to add another block of Rule configuration.

Delete Block

Click Delete Block to delete the additional row of Rule configuration.

Delete

Click Delete to delete the configured Rule.

Next

Click Next to move to the next tab.

Save

Click Save to save the configured details.

Click to view the list of configured rules.

ACTION tab

Script Type

Select the Script Type in the drop-down list. Following are the available Script Types:

  • Auto Generate Script: Select the option to auto-generate Scripts based on the configured Rule.
  • Manual Script: Type in the Script for the Rule.

Action

Select the Action Type in the drop-down list. Following are the available Action Types:

  • Make Mandatory: Select the option to make the target attribute mandatory if the configured Rule is successful.
  • Make Disable: Select the option to disable the target attribute if the configured Rule is successful.

Target Attribute

Specify the target attribute on which the selected Action has to be performed.

Event Type

Select the Event Type in the drop-down list. Following are the available options:

  • On Control Change: If selected, the configured action takes place on control change.
  • On Page Submit: If selected, the configured action takes place on page submit.

Add

Click Add to add the configured action to the script.

Preview

You can view the preview of the script in this text box.


SHOW LIST

Click SHOW LIST to display the Asset Types. Click an Asset Type (see: Asset Types). The list of Asset Categories configured under the selected Asset Type is displayed.


Figure:  FORM BUILDER page: List of Asset categories

  • To modify an Asset Category, click the configured Category Name. Make appropriate changes and click SUBMIT.
  • To download details of a Category in Microsoft Excel, click the Download icon.

  • To display the inactive Categories, click the Include Inactive check box.

    Note:

    When the Asset Categories are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Asset Category.