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About AssetTrack Forms

AssetTrack allows you define forms for creating or updating asset records. For example, you can create an Inventory form to add assets to the database, a Receive form to receive new assets at the receiving dock and a Move form to assign assets to users and locations. AssetTrack forms can be customized by adding and removing fields to meet your specific needs, and you can create as many forms as you would like.

There are three ways to access AssetTrack forms:

Using AssetTrack Mobile software running on a Motorola or Intermec Windows Mobile device with an integrated barcode scanner.
Using Pocket Internet Explorer from a Windows Mobile 5/6 device connected to the network.
Using desktop Internet Explorer 6 or later.

Accessing the List of Forms

AssetTrack supports mobile and web forms for collecting data. AssetTrack comes out of the box with a default set of forms for common asset tracking tasks. These forms can be modified and new forms can be created using the Management Console.

To access the forms configured on your AssetTrack Server:

Open The Management Console
Expand the Forms node in the Server Navigator. Then expand the Mobile node to see the list of mobile forms or expand the Web nodes to see the list of web forms.
Double click a form in the Server Navigator to open it for editing.

Creating a New Mobile Form

To create a new mobile form:

Right click on the Mobile node and click Create New Mobile Form from the context menu.
The new mobile form will open in the console for you to set the new form properties.

Creating a New Web Form

To create a new web form:

Right click on the Web node and click Create New Web Form from the context menu.
The new web form will open in the console for you to set the new form properties

Using the Form Designer

When you create a new form or open an existing one, the form is opened in the Form Designer.

The Form Designer is used to set the various properties of forms, which are broken down into four tabs:

Property Tab	Description
General	The General tab includes properties for the form including the name, description, type (bulk/single), and helper text to be displayed on the screen to users of the form. See General Settings for more information.
Publishing	The Publishing tab allows you to attach "Handlers" to this form, which govern what systems are updated when records collected with this for are published. See Attaching Handlers for more information.
Fields / Layout	The Fields / Layout tab allows you to specify the files on the form, their position as well as field properties like label, default value and other field settings. See Fields & Layout for more information.
Data Policy	The Data Policy tab allows you to specify the rules and scrubbers for the form such as what fields are required, the format of data in certain fields, valid date ranges, etc. Rules can be configured to run on the mobile device or web form, in the queue during reconciliation, or during publishing. See Setting Data Policies for more information.
Permissions	The Permissions tab allows you to set who has access to the form and what kind of rights they have to the form. See Configuring Permissions for more information.

Saving Forms

To save changes on the server, press the Save button. Your form changes will be uploaded to the server. Changes will be available immediately to web form users. Mobile users will have to re-sync their devices in order to see form changes.

Deleting Forms

To delete a form, right click on it in the Server Navigator, and then select Delete.

Create a New Form