Forms Mapped to Equipment Types

📑 Forms Mapped to Equipment Types

📘 Overview

Ontraccr allows you to map specific forms to equipment types, making it easy for field and office teams to launch relevant forms—like inspections or maintenance checklists—directly from equipment profiles. This mapping works on both web and mobile.

🧩 What is Form Mapping?

Form mapping ties a specific form (e.g., Monthly Equipment Inspection) to an equipment type (e.g., Excavator). Once mapped:

The form becomes available directly from the equipment profile.
Custom fields from the equipment can auto-populate into the form.
It ensures only the right forms are used with the right equipment.

⚙️ How to Set It Up

To map forms to equipment types:

Go to Settings → Customizations → Types
Toggle the view to Equipment
Click the ✏️ Pencil icon next to the equipment type you want to map a form to
In the form mapping section, select the appropriate form(s)
Save your changes

🧠 How It Works in Practice

Once forms are mapped:

✅ On the Web

When viewing an equipment profile, click the form icon (top-right corner)
A list of mapped forms appears
Select a form and click Continue
The form launches with the equipment pre-filled

✅ On Mobile

Open the Ontraccr app
Navigate to the equipment profile
Tap the form icon in the top-right
Select the mapped form and start filling it out

🎯 Benefit: If the form includes an equipment dropdown, it will be auto-filled with the current equipment.

🔁 Custom Field Mapping

Mapped forms can pull in values from:

Equipment custom fields (e.g., Model, Engine Type, Serial Number)
Any standard equipment field (e.g., Name, ID)

This allows dynamic information to flow directly into the form without manual re-entry.

🧪 Example Use Case

Scenario: You have an equipment type called Excavator

You’ve mapped the form Weekly Maintenance Checklist to that type.

Result:

Any user viewing an Excavator profile can instantly launch that checklist
Fields like engine hours, assigned operator, or last maintenance date (if captured in custom fields) can auto-fill into the form

Forms Mapped to Equipment Types