Announcements

Welcome to Forma for Construction Ideas! View the Forma for Construction Product Roadmap here. Top-voted ideas may be considered for future development. Learn more about the feedback process here.

cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Ability to surface metadata from referenced items into forms

Ability to surface metadata from referenced items into forms

We use assets and related forms a lot in our company.  The ability to prepopulate built forms with metadata from the related asset (to include the client asset id, description, category, location and selected custom fields) would be an excellent feature, rather than the user having to manually enter data that is already in the system.  Having the data prepopulate would reduce the instances of input errors and would greatly enhance the experience for the user that is either creating the form instance or completing an existing form instance.  The inability to link to this data has meant that we have had to upload mailmerged pdf forms as templates into the system which greatly reduces the functionality to enhance the form content with question specific photos, issues etc.

1 Comment
andi.reeder7PTHJ
Autodesk

Customers often have many form templates associated to Asset Categories. They need to be able to differentiate them in the field based on description. Currently the description does not show when you attempt to launch a form inside the Asset module

Can't find what you're looking for? Ask the community or share your knowledge.

Submit Idea