---
title: "Forms Mapped to Equipment Types"
url: "https://help.ontraccr.com/en/article/forms-mapped-to-equipment-types"
language: "en"
last_updated: "2025-06-08T19:14:46.448Z"
---

# 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.

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## **🧩 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.

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## **⚙️ How to Set It Up**

To map forms to equipment types:

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

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## **🧠 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.

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## **🔁 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.

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## **🧪 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

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