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Forms Editor. General information

How To Configure The Work Order Form?

Learn how to create your own forms for Inquiry Profiles

How To Configure The Inquiry Form?

Learn how to create your own form for Contact Profile

How To Configure The Contact Form?

Learn how to create your own form for Product Profile

How To Configure the Product Form?

Learn how to create your own form for Asset Profile

How To Configure The Asset Form?

Use several work order types with an individually customized form

How To Create Different Work Order Types?

Learn how to use different Inquiries types

How To Create Different Inquiries Types?

Learn how to configure different asset types to create separate forms and organize work with assets more efficiently

How to Configure Asset Types for Different Forms

Learn how to configure different product types for separate forms and organize product management more efficiently in RO App

How to Configure Product Types for Different Forms

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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