Forms are a collection of metadata fields that an asset uses to store and display values in Asset Manager. Users can create and assign forms to assets in the system.

1. From the Forms tab, select the New Form link. This will open the New Form page.
2. Enter a Name for the new Form and select Save. The Edit Form page will open that displays an area to add fields to the form (Form Fields) and a Preview of the form.
3. Under the Form Fields area, select Add Field.
4. From the Field drop-down menu, select a Field to add to the Form.
5. Select necessary options for the added field.
   • Required. Check this option if the field will be Required when saving assets in the system. Changes to assets cannot be made unless all Required fields contain values.
   • Summary. Checking this option will ensure the selected field displays in the asset list view.
6. Select the Add Field button to add additional fields to the Form. The Preview will update each time Add Field is selected.
7. Use the arrow icon to the left of a field listing to drag-and-drop fields to change the order they appear on the Form.
8. When all necessary fields have been added, select the Save button in the Edit Form area. The new form will now appear in the Forms list, and can be used for assets in the system.