Template Builder Guides
      Back to home
      1. Corfix Guide
      2. Template Builder Tutorials
      3. Template Builder Guides

      Corfix Form Builder: Using the Asset Component

      This article will summarize how to use the Asset Component in Template Builder.

      This article summarizes the various settings available for the "Asset Component" in Corfix. This component is specifically designed to allow users to select one or more assets from the pre-existing list of assets or equipment managed within your Corfix.

      Where to Find It

      In your Corfix Form Builder, click on a Asset Component to access the configuration panel. You’ll see four tabs:

      • Display

      • Data

      • Validation

      • Conditional

      1. Display Tab

      The Display tab controls how the Asset Component appears to the user.

      • Label:

        • This is the visible title for your asset selection field that users will see. It is a required field.

        • Example: "Associated Asset", "Equipment Used", "Asset Tag".

      • Label Position:

        • Determines where the label is displayed relative to the asset selection input (e.g., Top, Left, Right, Bottom).

        • Default: Top.

      • Widget Type:

        • Specifies the type of user interface element used for selecting assets. "ChoicesJS" suggests a more advanced dropdown with search and possibly multi-select capabilities.

      • Placeholder:

        • Text that appears inside the input field before the user makes a selection. It's a hint to the user about what to do.

        • Example: "Select an asset...", "Search for equipment".

      • Description:

        • Provides additional explanatory text for the field, typically displayed below the label.

        • Example: "Choose the primary asset involved in this report."

      • Tooltip:

        • Text that appears when the user hovers their mouse over the field. Useful for providing quick help or context.

      • Custom CSS Class:

        • Allows advanced users to apply custom styling to the component using CSS classes.

      • Hide Label:

        • If checked, the label for the component will not be displayed.

      • Modal Edit:

        • (Details not fully visible in screenshot, but typically relates to editing in a pop-up modal window).

      • Reportable:

        • If checked, the data from this field (the selected asset(s)) will be included in reports.

      2. Data Tab

      The Data tab manages how asset data is handled and stored.

      • Multiple Values:

        • If checked, allows the user to select more than one asset for this field. This is useful for records or tasks that involve multiple pieces of equipment.

      • Default Value:

        • Allows you to pre-select a specific asset or assets when the form loads. Users can change this selection.

      3. Validation Tab

      The Validation tab defines rules for the asset selection field.

      • Required:

        • If checked, the user must select at least one asset before submitting the form.

      4. Conditional Tab

      The Conditional tab allows you to set up rules for when this Asset Component should be displayed or hidden based on the values of other components in the form.

      • Simple:

        • This is typically a toggle or a dropdown to select between simple and advanced conditional logic.

      • This component should Display:

        • Choose whether the component should "Show" or "Hide" (implied options) based on the condition.

      • When the form component:

        • Select another component in your form whose value will trigger the condition.

      • Has the value:

        • Specify the exact value that the selected form component must have for the condition to be met.

        Example: You could set up a rule so that the "Asset Component" only displays when a "Requires Equipment?" checkbox is checked.

      Preview Panel

      The Preview panel on the right side of the dialog box shows you how the "Asset" selection field will visually appear on your form. It typically looks like a dropdown, updating instantly as you change display settings.

      Actions at the bottom of the dialog:

      • Save: Saves all changes made to the Asset Component's settings.

      • Cancel: Discards any unsaved changes and closes the dialog.

      • Remove: Deletes the Asset Component from the form.

      Best Practices for Asset Component:

      • Clear Label: Use a specific label (e.g., "Equipment Used", "Asset ID") so users easily identify what asset to select.

      • Allow Multiple if Applicable: If a task or record can involve more than one asset, check "Multiple Values" for flexibility.

      • Make it Required for Critical Data: If associating an asset is mandatory for the record, check the "Required" box in the Validation tab.

      • Use Placeholders: Provide a helpful placeholder like "Search for an asset..." to guide users, especially if there's a large inventory.

      • Conditional Display: Show the asset field only when it's relevant to previous inputs, making the form more focused and user-friendly.