Configure attributes to filter forms

Use Form Attributes option to configure attributes (filters) for dynamic forms. A RACE™ User can configure forms using these attributes.

When you create forms, you can select filters (attributes) like Order Type, Priority to assign the form to Work Order. For example, if the technician requires an additional form, only the forms relevant to the Work Order are shown.

To configure form attributes:

  1. In the Admin section, click Form Attributes on the left panel.
  2. Click the Add icon next to the search field.
    You can also click the Copy button on the details pane of an existing UI field type to populate the properties in the Create new Form Attribute section.
  3. In the Create new Form Attribute section, enter the Attribute Name and Description.
  4. Click Create.
    Note: For recommended settings, see the RACE™ Preset Configuration spreadsheet.