How to create a Form Rule in Asset Infinity to show category-based columns on the Add Asset form.

How to create a Form Rule in Asset Infinity to show category-based columns on the Add Asset form.

Use this article to add conditional logic so that when a user selects a particular Category on the Add Asset form, only the relevant custom columns (fields) appear. This keeps the form clean and shows only information that matters for that asset type.


Step 1 : First of all,  go to add asset form & click on form builder edit icon. Form builder will open along with multiple option.

Step 2: Click on the relevent column on form builder, which user want to show on any specific category selction. For ex. there is column "RAM Details" on add asset which should only appears when the category is "IT>Laptop". for other catgeory column "RAM Details" should not appear.



Step 3: Click on the column, then a configuration window will appear. Fill in the following details:

Go to >> Hidden by default option and select "Form" as we have  to hide the column on form only.



Step 4: Save the column settings and Form Layout.

Step 5: Go to Advanced Settings > Form Rule


Step 6:  Enter Following Details:- 

Form >> Add Asset ( Select the relevent form)
Control Effected >> RAM Details ( Select the relevent column for which rule is getting applied. Here we are applying the rule on column "RAM Details" so we have selected it.)
Action >> Show  (Select the relevent action which we are triggering through this form rule. It can be show / hide/ reload etc)



Step 7: In control section, select the column based on which we are applying the rule. For ex here we will select "Category" column.

Also in control value column select the relevent condition. Fo ex. we will choose category IT> Laptop.

Finally save the details.


      All set now!.
   
      Now, on add asset form when we select category IT > Laptop then only column "RAM Details" will appear.

Note: The Same Method Can Be Used for Other Forms

The Form Rule in Asset Infinity works uniformly across various modules.
This means the same steps can be followed to customize other forms, such as:

  •  Vendor Form
  •  Location Form
  • Asset Transfer Form
  • Ticket Creation Form
  • Preventive Maintenance Forms


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