How to add Equipment to your Forms

In this example we will look at the vehicle pre-use inspection checklist. This form has been built with the inspection date, operator name, and a series of inspection questions. We are now going to add an equipment drop down. Under elements, we are going to add Equipment Select, enter in a label, and select the equipment type for this drop down. If this is left blank, all active equipment will display in the drop down. For the inspection questions, we want to ensure the maintenance request corrective action template is active. In the inspection question field properties, toggle allow action creation on, and select maintenance request. When all looks good click save and publish. Now when equipment is selected from the dropdown in a form, that form will appear on the equipment’s history page. The same applies to corrective actions linked to that equipment—they’ll also show up in the equipment’s history.