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Associate Form

Estimated reading: 1 minute

Associate Form

The Associate Form feature allows you to create and link custom forms to devices, users, or departments.

These forms can include specific fields defined by you — such as checklists, technical notes, usage data, or internal requirements.

This feature is essential for standardizing and enriching the collection of information that is not automatically captured by the system. It’s especially useful for audits, compliance control, or managing assets with special characteristics.

In addition, with associated forms, your team can record information in a structured and consistent way, improving data quality and facilitating future analysis.

After creating the custom form, it is necessary to associate it with departments or devices so that they receive the customized fields to be filled out.

Access: Menu > Inventory > Custom Data > Associate Form

Associating devices with forms

Method 1 – After creating the form

Select Form
Select devices or departments

image 14 Associate Form

image 15 Associate Form — Devices

image 16 Associate Form — Departments

Save

Method 2 – Device Details

Access: Menu > Inventory > Hardware > Device Details

image 18 Associate Form

Search form name

image 19 Associate Form

Save

Filling out the form

Custom Data

Access: Menu > Inventory > Custom Data > Form

image 20 Associate Form

Device Details

Access: Menu > Inventory > Hardware > Device Details

image 21 Associate Form

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